Trust

hidden

Make Your Life's Work Worth More

Your future is our top priority. That’s why we work closely with you to understand your goals and needs to create a personalized strategy to bring your vision to life.

Take your future further + See what our clients are saying. Watch our videos
Our Approach is Different

Unparalleled Focus on You

You’ll never have to wonder if we’re thinking about our relationship between meetings. We allow our professionals to keep a small account load, so they can give your strategy the attention it deserves.

Your Success is our Success

Your best interests are our top priority. We’ll never sell you something you don’t need or compromise momentum toward your goals. Our fee structure is very competitive, if not lower than other providers.

Trust Services We Provide

  • Personal Portfolio Management
  • Trustee/Fiduciary with Portfolio Management
  • Trustee/Fiduciary with Outside Investment Management
  • Estate Settlement Administration
  • Endowment and Charitable Trust Management
  • Trustee of Individual Retirement Account (IRA) with Portfolio Management
Our Guiding Principles
hidden
Grow

Do your assets serve a greater plan for the future? We work to formulate a comprehensive financial plan to serve as the roadmap for success.

hidden
Transfer

Ensure your assets are managed and distributed the way you intended. As your trustee and executor, our job is to help you later in life with day-to-day financial management and to settle your affairs and carry on your wishes after death.

hidden
Protect

You might have a vision for your future, but getting there requires a carefully thought-out plan. We will work with your tax and legal advisors to evaluate your situation and provide you with recommendations to minimize your risk and tax exposure, maximizing your overall wealth today and long into the future.

hidden
Want to strengthen your portfolio?
SEE OUR CURRENT QUARTERLY BULLETIN +

See what our Trust Services can do for you.

We are proud of the connections we cultivate with our clients and our commitment to providing advisory services with unmatched care, dedication, and transparency. Watch our videos to see what some of our clients and staff say about our commitment to seeing them succeed.

We Do Wealth Differently

Client Success Story — The Mills Family

Client Success Story — Charles Anderson


Experience at Work

LCNB Trust professionals have an average of 20+ years industry experience. We're committed to being accessible when you need us and prioritizing face-to-face meetings.

Meet our team +