Experienced Advisors. Personal Attention.
A dedicated team with decades of combined experience, focused on bringing clarity and confidence to your financial journey.

Who We Are.
Union Strategic Advisors is a Cincinnati-based independent financial advisory firm built on a simple belief: every client deserves a thoughtful, personalized plan and an advisor who genuinely cares about where they’re headed.
Our business was built to serve you. We bring decades of combined experience to every client relationship, taking the time to understand your lifestyle, goals, and values before we ever recommend a course of action. We offer the resources and capabilities of a larger firm with the attentive, personal service that only a close-knit team can provide.
Our mission is to bring clarity and vision to all the financial decisions in our clients’ lives and we take that responsibility seriously every single day.
Why Union Strategic Advisors?
Our name was inspired by Cincinnati’s historic Union Terminal — a grand hub that connected people to destinations near and far. That spirit of connection is at the heart of everything we do. We see ourselves as your hub and the central point that brings together every element of your financial life and helps you chart a confident course forward.
As an independent firm, we answer to one group of people: our clients. That independence allows us to offer advice that is always objective, always transparent, and always in your best interest.
If you’re looking for a team that will take the time to know you, work diligently on your behalf, and be there for every turn in the road ahead — we’d love to start the conversation.




