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Eukles Wealth Management - Cincinnati, OH

 

425 Walnut Street, Suite 2260 • Cincinnati, OH 45202

513-977-4799

Eukles Wealth Management

Eukles Wealth Management

(513) 977-4799
[email protected]

Our Mission

We established Eukles Wealth Management in 2011 to address the financial needs of business owners and individual investors. Our goal is to deliver a consistent approach for retirement planning by giving you custom strategies, personal attention and comprehensive guidance. While our team offers the benefit of more than 75 years of collective financial experience and knowledge, we feel the true advantage of Eukles is our personal touch. Our team develops a relationship of trust with every client with the goal of providing value, for the long run.

Independence Powered by LPL Financial

Eukles Wealth Management is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.

Visit www.lpl.com for more information.

*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.

The Legend of Eukles

Eukles Wealth Management derives its name from the ancient legend of Eukles (pronounced “youklees”). In the 5th century B.C., a vastly outnumbered Athenian army defeated Persian invaders at the Battle of Marathon, a small coastal town located 26 miles northeast of Athens, Greece. The victorious Athenian general sent Eukles to Athens to announce the victory. His 26 mile run is the traditional basis for today’s modern Olympic “Marathon.”

The Athenian general put his trust in Eukles to deliver the news, and the herald gave his full commitment. Place your trust in us for your retirement planning and we will give you our commitment—for the long run.

SIPC Protection

The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at http://www.sipc.org.

Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000 subject to conditions and limitations.

The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

FINRA

LPL Financial is a member of FINRA, the largest independent regulator for all securities firms doing business in the United States. Visit http://www.finra.org/ for more information.