Wealth - Totally Focused

Wealth Management

Totally focused. Totally attentive. Down to the finest details.

Planning for your future is more important than ever. We'll help you develop a customized, holistic plan that identifies and addresses your short-term needs and creates the road map to your long-term success.

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Always Within Reach

At LCNB, we believe accessibility is the key to service. We pride ourselves on timely, face-to-face meetings to talk about your strategy and check in along the way. Your internal account will be personally overseen by three individual Wealth officers dedicated to serving you and your account.

Our fiduciary experts work with you to bring your current assets and investments into harmony. We tailor our services to your preferences in order to help create your unique family legacy.

Our trust services include:

  • Customized Investment Management
  • Trustee With Investment Management
  • Trustee With Outside Investment Management
  • Individual Retirement Accounts
  • Estate Settlement Services
  • Endowment and Charitable Trust Management
  • Financial and Retirement Planning
  • Estate Planning
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You’ve worked hard for what you have. Our team is committed to handling your investments with the utmost care, listening to your goals and preferences to build an investment playbook that meets your objectives.

Our investment services include:

  • Investment Advisory Services
  • Brokerage Services
  • Individual Retirement Accounts
  • Insurance
  • Annuities
  • 529 College Plans
  • 401(K) Transition Assistance
  • Financial and Retirement Planning
  • Employer Retirement Plans
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LCNB National Bank and LCNB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LCNB Investment Services, and may also be employees of LCNB National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LCNB National Bank or LCNB Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, IA, IN, IL, KY, LA, MD, NC, NJ, OH, SC, TX, VA & WV.

Dedicated Fiduciary Professionals

Our team isn’t tied down by rigid internal benchmarks, and they aren’t compensated by selling you products you don’t need. Their motivation is your success, and their goal is to help you sleep better at night, knowing your future is more secure.

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LCNB National Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS