About Us
Cincinnati Portfolio Advisors, LLC was formed to provide excellent investment advisory service to individual clients and their families. Our mission is to help our clients meet their financial goals and aspirations employing a traditional, value-oriented approach of portfolio management to reach long-term growth and prosperity.
The firm's founder is Michael S. O'Brien, CPA, PFS. Michael works extensively in investments, tax and financial planning and portfolio monitoring. Mike has been a Certified Public Accountant since 1991 and is a Personal Financial Specialist. The firm is an active member of the AICPAs PFP group as well as our community. Our financial professionals are SEC registered investment adviser representatives. We are fiduciaries with our clients best interest in mind.
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If you are interested in becoming a client of Cincinnati Portfolio Advisors or would just like more information, we would be delighted to hear from you. Please see our Contact Us page for details and feel free to sign up for our monthly newsletter CPAdvisor®. We look forward to serving you!
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