Delivering insightful advice Building on a foundation of trust

Ovid Wealth Management Stephen James Fish, Jeanine M. Toney, Alan W. Vest, Kristin Lynn Pearson

Ovid Wealth Management


phone

513-792-2481





address

UBS Financial Services Inc.
The Towers At Kenwood
8044 Montgomery Rd, Ste 100w
Cincinnati, OH 45236



With every person comes a unique set of different circumstances and challenges. Due to this, trusted financial advice is more important today than ever. Here at Ovid Wealth Management, your financial goals are the focus of everything that we do. We strive to combat your unique challenges by providing highly responsive service and first class investment advice. When it comes to growing and protecting your wealth, we provide thoughtful and custom solutions backed by a rigorous work ethic and comprehensive market research. Our team of highly trained and highly motivated individuals are constantly aiming to raise the bar in order to create more opportunities that help simplify and enhance the quality of your financial life. We look forward to serving you and your family for generations to come.

Our Mission

  • Strive to assist our client families and individuals in making educated investment decisions in all aspects of their life
  • Contribute to family prosperity and well-being
  • Provide money management with extraordinary service

Our Values

  • Committed to providing an outstanding service experience
  • Devoted to being the best in all we do with disciplined and rigorous research leading to long term wealth building
  • Dedicated to the belief that it is a privilege as well as our responsibility to serve our clients in a professional manner

Our Desire is for Clients to View Us As...

  • Trusted long-term financial partners
  • Confidants
  • Experienced professionals
  • First call when life changes
  • "Quarterback" or CFO in all financial matters

Stephen J. Fish has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
  • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020
  • Barron's Top 1,000 Financial Advisors, 2012, 2013
  • Financial Times Top 400 Financial Advisers, 2013, 2017, 2018, 2019, 2020



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