Jeffrey Daniher
Founder and OG Financial Advisor at Ritter Daniher Financial Advisory LLC- Claim this Profile
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Bio
Credentials
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Certified Financial Planner (CFP)
CFP BoardJan, 2001- Nov, 2024 -
Accredited Estate Planner (AEP)
National Association of Estate Planners and Councils -
Certified Trust and Financial Advisor (CTFA)
American Bankers Association
Experience
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Ritter Daniher Financial Advisory LLC
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United States
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Financial Services
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1 - 100 Employee
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Founder and OG Financial Advisor
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Jul 1999 - Present
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Owner
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Jul 1999 - Sep 2021
Located in Cincinnati, we provide comprehensive, Fee-Only wealth management services for individuals that are looking to delegate some level of responsibility for managing their financial affairs. These are either people that recognize that they don't have the requisite skill set to effectively manage their financial planning and investment management, or those that could do so but are simply choosing to delegate this task to a teammate.We are held to a fiduciary standard in all of our dealings with our clients, meaning that we legally are obligated to put your interests ahead of our own. We are not "financial salespeople". Rather, we are trusted advisors that work to help you solve your financial challenges. From investments, to retirement and college planning, to estate and insurance advice, we are holistic advisors looking at all facets of your financial life. Show less
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PNC
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United States
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Financial Services
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700 & Above Employee
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AVP & Trust Officer
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1991 - 1998
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Trust Officer
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1986 - 1991
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Education
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1982 - 1986
Grove City College
BA, Economics -
1987 - 1991
Weatherhead School of Management at Case Western Reserve University
MBA, Organizational Behavior
Community
