Philanthropy is deeply woven into the fabric of Cincinnati, shaped by generations of families, businesses, and institutions committed to strengthening the community. This enduring culture of giving continues to support healthcare, education, the arts, and social services, creating lasting impact through thoughtful, collective effort.
A fixed portion of every transaction is allocated to charitable giving as part of the practice’s operating structure. Six percent of net commission is donated on an ongoing basis.
Client-Directed Allocation
One half of these contributions is directed by clients, allowing alignment with organizations and causes that reflect their own priorities.
Advisor-Directed Allocation
The remaining portion is directed by me, with a consistent focus on healthcare access, housing stability, food insecurity, and other foundational community needs.
This structure is designed to operate continuously, with shared participation and long-term orientation built into each engagement.
Clients are encouraged to research and select organizations that align with their values.
Links are provided below to support verification and due diligence.
Cincinnati’s philanthropic legacy is rooted in multi-generational stewardship and a shared responsibility to uplift the community. Families, organizations, and institutions have long invested in initiatives that promote opportunity, resilience, and long-term progress.
From advancing medical research to expanding access to education, supporting the arts, and addressing social services, this culture of giving continues to shape the region’s civic fabric.