About the Bohmer-Kilcoyne Team
The Bohmer-Kilcoyne Team leads with holistic financial planning. Our team has deep experience in complex estate and financial planning, including active tax-efficient investing, retirement income distribution strategies, managing concentrated positions, as well as stock options, RSUs, and multi-generational planning. When it comes to managing your finances, our comprehensive approach is augmented with an eye for detail, and the follow-through to execute on your dreams. In addition to serving individuals and families in the greater Cincinnati area and beyond, we have extensive experience serving physicians, small business owners, non-profit organizations, women executives, and expats living abroad. We listen, plan, execute, then listen again, to build deep relationships with our clients. Are you looking for holistic wealth management services in the Greater Cincinnati area? Book an introductory meeting today.
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During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
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USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.