Who We Are

Michael Riney, CFP®

Wealth Management Advisor

Michael graduated from the honors program at the University of Kentucky in 2012 with a degree in Finance.  Prior to joining Wealthquest, Michael spent 3 years with Northwestern Mutual as a Financial Representative where he focused on holistic financial planning. He earned the right to use the CFP® mark in 2018.

Michael enjoys sports and dedicates his time to coach a youth basketball team in the Cincinnati area. He also enjoys traveling, reading, and spending quality time with his family.

 



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000