LeadIQ logo
Learn more at LeadIQ.com

The Asset Advisory Group Employee Directory

Financial ServicesOhio, United States0-1 Employees

The Asset Advisory Group is a small independent financial services firm that provides financial planning and investment management, operating under a fiduciary standard and on a fee-only basis. Founded in 1988 by Jeannette Jones, the Cincinnati-based firm focuses on coordinating investment management with tax and estate planning to help clients reach their objectives and reduce uncertainty.

The firm's clients are individuals seeking financial security and a holistic approach to financial planning. In 2022, The Asset Advisory Group was acquired by Mercer Advisors, a national Registered Investment Adviser, marking a change in ownership while continuing its advisory focus.

Find The Asset Advisory Group employees' phone numbers or email addresses

The Asset Advisory Group Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

The Asset Advisory Group's Leadership

  • Stylized image of a person
    G. H.
    Director - Operations, Regulatory Contact, Vice Pr
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Consultant
    Phone icon
    Mobile Phone

The Asset Advisory Group Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from The Asset Advisory Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. H.
    Director - Operations, Regulatory Contact, Vice Pr
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    B. S.
    Consultant
    Phone icon
    Mobile Phone
    United StatesFlorida
    Oct 23, 2024

Frequently Asked Questions

What is The Asset Advisory Group known for?

Minus sign iconPlus sign iconThe Asset Advisory Group operates in the Financial Services industry. The company's main headquarters is located in 9200 Montgomery Road Cincinnati, Ohio 45242 United States; you can contact the main corporate office by phone at
+1-513-771-****
. Explore The Asset Advisory Group's company overview page for more information.

What is The Asset Advisory Group's most common email format?

Minus sign iconPlus sign iconThe Asset Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Asset Advisory Group email formats with LeadIQ.

How many employees does The Asset Advisory Group have currently?

Minus sign iconPlus sign iconThe Asset Advisory Group has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are The Asset Advisory Group's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, The Asset Advisory Group's key employees include:

  • Director - Operations, Regulatory Contact, Vice Pr: G. H.
  • Consultant: B. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.