Wealth Management

Making your hard work worth even more.

Success is a challenge all its own. We want to know your story, your concerns, and your goals for the future. Together, we'll work to bring your vision to life.

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Our Approach is Different

Unparalleled Focus on You

You’ll never have to wonder if we’re thinking about 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.

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

View our video to see our approach to trust and asset management services including:

  • 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

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.

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