WELCOME TO

SEVEN HILLS

CAPITAL ADVISORS

WHO

We are an independent wealth manager, advising and assisting our clients in pursuit of their financial goals.

OUR PRACTICE

Providing fee-based financial planning, investment management, and advice.

LOCATED

In Cincinnati, Ohio, and serving clients nationwide.
4700 Ashwood Drive, Suite 150, Cincinnati, OH 45241

ABOUT US

FINANCIAL PLANNING

Through our RIA, we provide financial planning: a roadmap toward meeting our clients objectives. These typically include retirement, higher education, risk management, and estate and legacy planning.

INVESTMENT ADVICE & MANAGEMENT

We also provide investment advice and management of our clients portfolios using individual stocks, mutual funds, exchange traded funds, closed-end funds, limited partnerships, private equity, and debt offering.

PENSION & DEFERRED COMPENSATION

We also provide pension and deferred compensation arrangements for self-employed professionals and small businesses.

CONTACT US



ADVISOR PROFILE

Joseph Fondacaro, Jr., AAMS, is President of Seven Hills Capital Advisors. Entering his 25th year as an advisor, Joe leads our Registered Investment Advisory practice and also provides financial and legacy planning.

Joe has a B.S. in History and obtained his Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning in 2003.

Joe was named a Five-Star Wealth Manager by Cincinnati Magazine in 2006, ’07, ’09, ’10, ’12, '13, '15, and '17. He is also a member of the Financial Services Institute in Washington, DC.

A native of Cincinnati, Joe, his wife Sarah, and their son and daughter live in Loveland. They are members of St. Columban Church in Loveland, and Joe enjoys fly fishing, ice hockey, cooking, and is an avid rose gardener.

INVESTMENT MANAGEMENT

Whether your investment goal is for aggressive growth or preservation of capital, we will manage your portfolio with your objective in mind, using a customized approach with an emphasis on diversification and tax efficiency.

INDIVIDUAL STOCKS AND BONDS

EXCHANGE-TRADED FUNDS

RETIREMENT PLANS

LIMITED PARTNERSHIPS AND NON-TRADED REITS

PLANS FOR HIGHER EDUCATION

MARKET COMMENTARY

Our periodic discussion of macroeconomic conditions and investment guidance.

INDUSTRY LINKS

Commonly used mutual fund and ETF sponsors.

INVESTING FOR 2030

Our firm believes we sit in the early stages of a decade of economic growth, powered by the new generations of technological innovation, deepening it’s influence and increase in productivity in every sector and industry of the global economy.

And within this coming decade, certain themes, particular those listed below, offer exceptionally large potential for the growth investor.