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Eichner Investment Planning, LLC

EST. AUM
$692,074,828

CONTACTS
1

CLIENT ACCOUNTS
330

Firm Details

Metro area Cincinnati
CRD Number 128215
Website eichplan.com
Client types

Overview

Eichner Investment Planning, LLC is a financial advisory firm focused on providing unbiased planning and investment advice. The company emphasizes a personalized approach, working with a limited number of clients to ensure high service levels and tailored solutions. Eichner Investment Planning coordinates with other professionals, such as attorneys and accountants, to simplify clients' financial lives. The firm operates on a fee-only compensation model, meaning it does not sell products or receive commissions, ensuring transparency in its fees. The firm is committed to delivering clear, objective advice that prioritizes the interests of its clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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