We are an independent wealth manager, advising and assisting our clients in pursuit of their financial goals.
Providing fee-based financial planning, investment management, and advice.
In Cincinnati, Ohio, and serving clients nationwide.
4700 Ashwood Drive, Suite 150, Cincinnati, OH 45241
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.
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.
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
LIMITED PARTNERSHIPS AND NON-TRADED REITS
PLANS FOR HIGHER EDUCATION
Our periodic discussion of macroeconomic conditions and investment guidance.
Commonly used mutual fund and ETF sponsors.
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.