General Info

At AJD Wealth Management, a Fee-Only and Fiduciary Financial Advisor serving Cincinnati, we follow a passive investment approach using high-quality, low-cost ETFs to capture market returns. Based on Markowitz’s modern portfolio theory, we balance equities for growth and fixed income for stability, tailored to individual goals and risk. We focus on undervalued, fundamentally strong companies for long-term growth within a diversified portfolio.