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Eukles Wealth Management - Cincinnati, OH

 

425 Walnut Street, Suite 2260 • Cincinnati, OH 45202

513-977-4799

Our Team

You’re obviously a smart person since you’re taking the time to research our company before working with us, and we value that. We understand it may be intimidating to start thinking about retirement, but we are here to help you answer all the questions you have. Our experienced financial advisors have helped many people just like you with similar issues and concerns.

Our combined 75 years of experience and knowledge has provided an environment of teamwork that adds a broader perspective to all we do and provides increased benefits to our clients. We can help you create an approach that is designed to address your individual situation.

Clients just like you have contacted our advisors to answer questions like:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Contact us now!

 
Tim is a founding partner of Eukles Wealth Management. Tim spent 8 years as a Senior Vice President and Managing Director for Morgan Keegan and Company, Inc. after working at Smith Barney for 14 years.

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Steve is a founding partner of Eukles Wealth Management. Steve spent 8 years at Morgan Keegan and Company, Inc. as a Senior Vice President after working at Smith Barney for 14 years.

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Patrick joined Eukles Wealth Management in 2011 as a Wealth Manager. Patrick worked for one year in the Capital Planning department at Macy’s, Inc. and two years with Morgan Keegan as a Wealth Manager.

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Abby joined Eukles Wealth Management in 2011 as a Vice President after spending 8 years at Morgan Keegan and Company, Inc.

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Brian Lysaght, CFA®

Vice President of Client Services

(513) 977-4781

Before joining Eukles Wealth Management in 2011, Brian worked as an equity options trader for Schaeffer’s Investment Research and a performance analyst for GM Asset Management and Fort Washington Investment Advisors.

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Casey Lysaght, CRPS®

Wealth Manager, Marketing Director

(513) 977-4786

Casey joined Eukles Wealth Management in October 2014. As the Marketing Director, he is committed to establishing Eukles Wealth Management as a company that delivers on its promise to provide financial planning strategies for the long...

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