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Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm Employee Directory

Financial ServicesOhio, United States11-50 Employees

Wealth Dimensions Group, Ltd is a financial planning and wealth advisory firm in the financial services industry. Based in Cincinnati, Ohio, it operates as an SEC-registered investment adviser serving clients across the United States. The firm delivers comprehensive, personalized wealth management for affluent individuals and families, focusing on clarifying complex finances and supporting life goals.

It positions itself as a boutique firm with a high standard of care and a transparent, consultative approach that informs client decision-making. Its services are designed to integrate wealth strategies with quality of life and impact, extending beyond traditional investment management. In July 2021, Isla Carey Vogelpohl joined the team as Client Ambassador, reflecting ongoing client-focused expansion.

Find Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm employees' phone numbers or email addresses

Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Africa
1

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  • South Africa
    1

Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm's Leadership

  • Stylized image of a person
    T. V.
    Portfolio Management Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. F.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. F.
    Marketing Administrator
    Phone icon
    Mobile Phone

Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Administrative
  • Business
  • Marketing
  • Other
  • Banking
  • Accounting
  • Analytics
  • Arts & Design
  • Community & Social Services

Contact profiles from Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. V.
    Portfolio Management Associate
    Phone icon
    Mobile Phone
    United StatesKentucky
    May 31, 2026
  • Stylized image of a person
    R. F.
    Financial Planner
    Phone icon
    Mobile Phone
    United States
    Jan 28, 2025
  • Stylized image of a person
    D. K.
    Client Services
    Phone icon
    Mobile Phone
    United StatesKentucky
    Oct 16, 2024
  • Stylized image of a person
    E. F.
    Marketing Administrator
    Phone icon
    Mobile Phone
    South AfricaGauteng
    Mar 27, 2026

Frequently Asked Questions

What is Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm known for?

Minus sign iconPlus sign iconWealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 7870 East Kemper Road Suite 330 Cincinnati, Ohio 45249 United States; you can contact the main corporate office by phone at
+1-513-554-****
. Explore Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm's company overview page for more information.

What is Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm's most common email format?

Minus sign iconPlus sign iconWealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm email formats with LeadIQ.

How many employees does Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm have currently?

Minus sign iconPlus sign iconWealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm has approximately 18 employees as of June 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm's key employees and leadership?

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As of June 2026, Wealth Dimensions Group, Ltd: A Financial Planning and Wealth Advisory Firm's key employees include:

  • Portfolio Management Associate: T. V.
  • Financial Planner: R. F.
  • Client Services: D. K.
  • Marketing Administrator: E. F.

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