Truepoint Wealth Counsel Employee Directory

Q: What is Truepoint Wealth Counsel known for?

Truepoint Wealth Counsel was founded in 1990. Truepoint Wealth Counsel operates in the Financial Services industry.

Q: How many employees does Truepoint Wealth Counsel have currently?

Truepoint Wealth Counsel has approximately 108 employees.

Q: Who are Truepoint Wealth Counsel's key employees and leadership?

Truepoint Wealth Counsel's key employees include: Founder And Chief Executive Officer: R. L., President: L. J..

Financial ServicesOhio, United States51-200 Employees

Since our founding in 1990 in Cincinnati, OH, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. 

We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility.

This is life and wealth, well managed.

Find Truepoint Wealth Counsel employees' phone numbers or email addresses

Truepoint Wealth Counsel Global Highlights

North America
121

United States Of America
121

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
Spain
1

Truepoint Wealth Counsel's Leadership

L. J.
President
Mobile Phone
Email
R. L.
Founder And Chief Executive Officer
Mobile Phone
Email
C. F.
Portfolio Manager
Mobile Phone
Email
E. C.
Sr. Tax Manager & Shareholder
Mobile Phone
Email
S. S.
Tax Manager
Mobile Phone
Email
K. N.
Tax Manager
Mobile Phone
Email
L. M.
Sr. Portfolio Manager & Shareholder
Mobile Phone
Email
W. B.
Financial Planning Senior Associate
Mobile Phone
Email

Truepoint Wealth Counsel Employee Metrics

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50%

2026

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2024

Finance
Legal
Operations
Human Resources
Information Technology
Other
Marketing
Administrative
Accounting
Business

Contact profiles from Truepoint Wealth Counsel

Name

Title

Contact Info

Location

Last Update

L. J.
President
Mobile Phone
Email
Oct 18, 2024
R. L.
Founder And Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
C. F.
Portfolio Manager
Mobile Phone
Email
United States
Nov 13, 2025
E. C.
Sr. Tax Manager & Shareholder
Mobile Phone
Email
United StatesTexas
Nov 16, 2025
S. S.
Tax Manager
Mobile Phone
Email
United StatesKentucky
Nov 11, 2025
K. N.
Tax Manager
Mobile Phone
Email
United StatesKentucky
Nov 13, 2025
L. M.
Sr. Portfolio Manager & Shareholder
Mobile Phone
Email
Oct 17, 2024
W. B.
Financial Planning Senior Associate
Mobile Phone
Email
United StatesKentucky
Aug 07, 2025
C. W.
Wealth Advisor Principal
Mobile Phone
Email
Oct 17, 2024
K. J.
Photo & Video Services
Mobile Phone
Email
SpainValencian Community
Nov 13, 2025

Frequently Asked Questions

What is Truepoint Wealth Counsel known for?

Truepoint Wealth Counsel was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 9999 Carver Road, Suite 200; you can contact the main corporate office by phone at

+1-513-792-****

. Explore Truepoint Wealth Counsel's company overview page for more information.

What is Truepoint Wealth Counsel's most common email format?

Truepoint Wealth Counsel employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Truepoint Wealth Counsel email formats with LeadIQ.

How many employees does Truepoint Wealth Counsel have currently?

Truepoint Wealth Counsel has approximately 108 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Truepoint Wealth Counsel's key employees and leadership?

As of December 2025, Truepoint Wealth Counsel's key employees include:

President: L. J.
Founder And Chief Executive Officer: R. L.
Portfolio Manager: C. F.
Sr. Tax Manager & Shareholder: E. C.
Tax Manager: S. S.

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