Robert J. Lemmons
(AIF, CFP®, CPA)
This advisor specializes in the following areas of expertise:
- Helping Clients Identify & Achieve Goals
- High Net Worth Client Needs
- Planning Concerns for Corporate Executives
- Planning Issues for Business Owners
- Retirement Planning & Distribution Rules
- Tax Planning
The Financial Management Group, Inc. is an independent, Securities & Exchange Commission (SEC) Registered Investment Advisor. Since 1989, we have helped clients with their financial concerns, and provided solutions to reach their lifetime goals. Our approach combines comprehensive financial planning with investment advisory services in order to fulfill all your financial management needs. Our firm specializes in executive compensation planning and college planning for affluent families. We help executives with stock options, restrictive stock, deferred compensation, and other forms of executive compensation. Our college planning service is designed especially for affluent families that typically do not qualify for financial aid, and is unlike any other process utilized by financial professionals. FMG is a member of the Better Business Bureau serving Greater Cincinnati. Financial Management Group, Inc. suggested minimum account balance: $300,000.
As a Certified Financial Planner™, Certified Public Accountant, and Accredited Investment Fiduciary®, Rob offers an extensive educational background and professional experience for providing comprehensive wealth management advisory services. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Ohio Society of Certified Public Accountants. Rob is a frequent speaker on a variety of financial planning and tax minimization strategies.
NAPFA Start Date
August 03, 2010
Industry Start Date
November 01, 1999