Who We Are
Retirement is part of our name, so we don’t ever take planning for it lightly. For decades, Retirement Matters has been a trusted name for wealth management in Cincinnati. When our owner Charlie Ehrenfried took the reins, he was driven to build upon what the Retirement Matters name already stood for, using fresh ideas, like holistic wealth management, The Bucket Plan®, and our affiliation with the nationally-recognized Prosperity Capital Advisors, all while providing exceptional customer service and client support.
We understand that so much, we named ourselves after that simple truth and we’re committed to guiding you through this new chapter in the ever-changing financial landscape of your life. You’ll always have us at your side to help ease your mind, so you can enjoy the retirement you deserve.
Our Team
Our passion is helping clients navigate all financial aspects of retirement, including tax management, legacy protection, and much more. Working with Retirement Matters gives you access to a comprehensive financial planning team with decades of experience and diverse qualifications and connections for handling a range of client needs.