Blue Leather Chair

TODAY AND ALWAYS

FINANCIAL COUNSEL FOR INFINITE POSSIBILITIES

Infinity Wealth Counsel is a Cincinnati-based financial advisory firm dedicated to delivering investment and financial planning solutions that fit your wealth journey.

Invest in your life

INVEST FOR THE FUTURE

No two people or families are the same, and neither are their financial needs and goals. Our aspirations and wealth change infinitely. As a family-owned financial advisory team with a client-centric approach, we create investment plans tailored to your specific goals - not investment products. We work together toward each milestone with the best solutions to protect and grow your investments, leading to a better future for you and your family.

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WEALTH SOLUTIONS FOR TODAY & ALWAYS

We meet you where you are, regardless of your life stage or position. As your wealth manager, we take the time to understand your vision and create the best path forward.

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EARN

For the early achievers who are emerging in their career and building a strong financial foundation.

FINANCIAL PLANNING

HIGHER EDUCATION
INSURANCE ANALYSIS
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GROW

For those hitting a stride in their careers, building families, homes and a secure future.

INVESTMENT MANAGEMENT

RETIREMENT PLANNING

EDUCATION PLANNING
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PRESERVE

For the prosperous who have earned more financial freedom and are ready to plan a sustainable and satisfying future.

ESTATE PLANNING

LEGACY PLANNING

CHARITABLE PLANNING
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Our wealth management TEAM

Matt Oberholzer

ASSOCIATE FINANCIAL PLANNER

Chris Oberholzer

FOUNDER, CERTIFIED FINANCIAL PLANNER®

Carol Oberholzer

OPERATIONS MANAGER

SOMEONE IS SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME AGO.

Warren Buffet

Infinity Wealth Counsel team, loveland ohio

MAKE INFORMED 

FINANCIAL DECISIONS

SCHEDULE A COMPLIMENTARY

30 MINUTE STRATEGY SESSION

Speak to one of our advisors today to discuss your specific needs and how we can help you invest today and always.