Broker Check
Timothy Wells

Timothy Wells

Private Wealth Manager

Since 1993, CEO of Retirement Matters

Tim is well-known in Cincinnati as a popular Financial Educator and Media Personality.

You may recognize Tim from one of the many Financial Education Classes he has led at area Universities, Business, and Churches - or as former host of the popular Radio Program "Retirement Matters" - or from Proactive Advisor Magazine where he was recently featured.

Tim has helped hundreds of families add a sense of Financial Stability to their lives.

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Timothy A. Wells has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360.

The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation