SMARTVESTOR PRO JOHN KILCOYNE
Choosing a financial advisor to help you plan your future can be overwhelming. I get that. As a member of the Dave Ramsey program since 2006, I have guided people just like you toward their goals and, ultimately, to pursue a comfortable retirement. Importantly, I want you to always understand why we’re making our recommendations, so you can invest with confidence.
YOUR FIRST INVESTMENT WITH US IS YOUR TIME, NOT YOUR MONEY.
Working with a financial advisor is a significant relationship. At Bohmer Kilcoyne Wealth Management we build in a series of commitment-free steps for you:
Since you’re on our website, you’ve already started the process of learning more about the Dave Ramsey SmartVestor Pros available to you. Good move.
If you relate to what you see here, the next move is yours. Contact us by phone or email. Or, through Dave Ramsey’s website, request that we contact you.
We’ll meet to learn about your financial situation and together determine your financial planning goals and objectives. You’ll learn more about our firm and get answers to your questions.
We’ll meet to present our financial planning and investment recommendations. Our goal is to provide advice consistent with Dave Ramsey’s philosophies.
Our comprehensive planning services include:
Investment, Retirement, Education, Estate, Insurance, Tax
Mortgage Payoff Advice
Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Bohmer Kilcoyne Wealth Management or LPL Financial.
YOUR SMARTVESTOR PRO TEAM
John Kilcoyne and his team have a wealth of experience helping, educating and empowering clients – people just like you – to work toward their long-term investing goals. When you choose John as your financial advisor, you also get the support of his experienced, responsive team. John and his team offer their financial expertise in a comfortable manner and client-first attitude.
John is Dave Ramsey’s SmartVestor Pro in the Cincinnati area and has been part of the Dave Ramsey program for more than 10 years. He shares Dave’s philosophy that eliminating debt and investing for the long term is the best way to build wealth and prepare for retirement.*
He recognizes the responsibility that comes when people entrust their financial health to him. So, with the heart of a teacher he always makes certain that they understand every side of a financial recommendation. John always helps them “think things through.”
In the financial services business for more than 20 years, John has a solid knowledge of the technical elements of financial planning and investing. He holds both CPA and CFP® Professional credentials. He has been named a Five Star Wealth Manager** in Cincinnati Magazine each year since the award has been given, 2012-2017.
A graduate of the University of Notre Dame, John resides in Mt. Lookout.
*Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Bohmer Kilcoyne Wealth Management or LPL Financial.
**The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on a final list of 2012-2017 Five Star Wealth Managers.
What John says about being a
Dave Ramsey SmartVestor Pro.
“I believe everyone deserves access to solid, professional investing guidance. I have extensive experience in the industry and a drive to help others.”
I provide a refreshing twist
on Financial Planning.
“I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you pursue your goals. My team and I will always be accessible by phone and email.”
I care about your future.
“I’m more than a ‘financial planner’— I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
I’m committed to helping you work towards your long-term investing goals.”
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor is an affiliate of Bohmer Kilcoyne Wealth Management or LPL Financial.