Director of Financial Planning, Wealth Advisor, Registered Representative

Bio

Nicholas R. Groman, CFP®, Director of Financial Planning, Wealth Advisor, provides comprehensive financial plans to individuals, families and businesses to ensure they are on a successful path to obtain and secure their wealth and legacy. Nick specifically gives guidance in the areas of wealth, estate, insurance and income planning.

Areas of Expertise

Wealth Planning
Estate Planning
Insurance Planning
Income 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

Nicholas R. Groman, CFP

Favorite HORAN Fundamental
Go The Extra Mile