BEGIN YOUR WEALTH JOURNEY
WITH FEE-ONLY FINANCIAL PLANNERS
Infinity Wealth Counsel is a Registered Investment Advisor providing financial planning and investment management services to families and small businesses.
As a fee-only RIA, we have eliminated the conflict of interest inherent in the traditional sales-based brokerage relationship and are held to a fiduciary standard of care. Each client's portfolio and goals are unique. Our tailored services provide personalized financial planning and investment management for every client and every stage of growth.
INFINITY WEALTH COUNSEL'S
As our primary custodian, TD Ameritrade holds all client assets, executes trades based on direction from Infinity Wealth Counsel, and offers a wide variety of financial services at discounted rates to our clients.
DFA manages a full site of low-cost and tax-efficient institutional class mutual funds which provide asset class exposure in accordance with the five-factor model.
Our WEALTH MANAGEMENT TEAM
Chris Oberholzer, CFP®
Founder, Certified Financial Planner®
Chris is the founder and lead Financial Advisor at Infinity Wealth Counsel. He specializes in providing independent and objective advice that always puts clients’ interests first.
Chris earned a B.S. in Business Administration from the University of Dayton with specializations in Finance and Economics. He then completed the Certified Financial Planner (CFP) Professional Education program at the College for Financial Planning.
Chris has spent 30+ years in the financial planning industry.
In 2014 he founded Infinity Wealth Counsel to allow him to spend more time on the part of the business where his true passion lies: working directly with clients and helping them pursue their dreams.
Chris is an active member and former treasurer of the Cincinnati Chapter of the Financial Planning Association. He has been involved in financial education through Junior Achievement and as the Chairman of Youth Development for the Rotary Club of Northeast Cincinnati.
During his free time, Chris enjoys spending time with his family, including his wife Carol, five children, three daughters-in-law, four grandchildren, and a Bernedoodle puppy named Willow. Chris enjoys spending time outdoors; water skiing, swimming, biking, hiking, and kayaking. In the winter, Chris and Carol curl in the Cincinnati Curling Club.
In 2021 Chris was named a Five Star Wealth Manager for the 9th time.
Email : firstname.lastname@example.org Tel: 513-563-3500
SUCCESSFUL INVESTING IS ABOUT MANAGING RISK, NOT AVOIDING IT.
Integrity & trust
We believe that integrity and trust are the most important characteristics that people should expect from us. We believe our word must be as good as gold; hold up no matter what changes.
Our business is built on relationships. This is why we pride ourselves on earning and maintaining the trust of our clients. If we aren’t instilling complete confidence, we haven’t done our job.
Our job is to give you the power and confidence to move through life’s transitions. We do this by building a foundation of trust.