Vice President, Wealth Advisor, Registered Representative

Bio

Nicholas R. Groman, Esq., CFP®, Vice President, Wealth Advisor, Registered Representative, provides comprehensive wealth planning and investment management to individuals, families and businesses. Nick strives to cultivate a successful path to grow and safeguard his clients’ wealth and legacy, by ensuring that all facets of his clients’ current and future financial situation are addressed in a meticulous manner.

Education:
Northern Kentucky Salmon P. Chase College of Law - Juris Doctorate; Magna Cum Laude; Class Rank: 3
Ohio Barred Attorney
Xavier University - Master of Business Administration
Mount Saint Joseph University - Bachelor of Science in Business Administration
Certified Financial Planner (CFP®)
Chartered Life Underwriter (CLU®) Certification - Currently Pursuing

Areas of Expertise

Wealth Planning
Estate Planning
Insurance Planning
Tax Planning

Community

  • Cincinnati Estate Planning Council - Member
  • Salmon P. Chase College of Law - Mentor
  • Salmon P. Chase College of Law Small Business Clinic – Volunteer
  • All Saints Catholic Church - Parishioner
  • United Way (VITA) Tax Preparer - Volunteer
  • Xavier University Student Mentor - Finance & Law