The Bohmer Kilcoyne Team
Serving the greater Cincinnati, OH, area.
Talk to the team
Location
Cincinnati, OH, 45242 (513) 942-9700
A team behind every plan
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.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Cincinnati, OH
Cincinnati, OH 45242
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Insights from Bohmer Kilcoyne Team
What we’re thinking about
7 Tax Moves to Consider Before The End of The Year
Newsroom and Resources
View All18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors
34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking
Mike Bohmer Named on Forbes 2024 List of Best-in-State Wealth Advisors
Mike Bohmer Named to Forbes Best-In-State Wealth Advisors Ranking
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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