My wife and I have been fortunate to work with TWP for 2 years. Rob, Chris, and the entire TWP team…read morehave been invaluable partners for us as we have begun our careers, navigated two moves, and gone through law school. I wholeheartedly believe TWP's guidance, candor, and support is an invaluable resource for any young professional in Cincinnati, Blue Ash, Mason, or anywhere around the country. (We were clients even when we lived in Chicago, so distance is not an issue). TWP is true wealth management - far beyond financial or investment guidance. What do I mean by this? A number of times, Rob and Chris have recommended that we prioritize our savings and investments in a way that would actually decrease the pool of "assets under management" TWP would later draw its fees from. They have recommended this because they know it is the best move for our long-term wealth and to meet our long-term financial and non-financial goals. They are true fiduciaries and we're glad to have them in our corner. If you have any questions about this, reach out to them or to me. I am serious - my email is ssvirnovskiy@gmail.com, I just sat for the bar exam and have 2 months until I start working so I am happy to talk!

Our relationship with TWP started over 20 years ago. They've navigated our financial planning…read morethrough the college fund investing stage right up to the present and our recent retirements. Our current financial stability and having reached our investing goals were entirely due to their attention over time. The uniqueness of TWP is their family-like approach, commitment to providing options and recommendations for complex situations, and their undivided attention to handling whatever you require, when you require it. You feel like you are their only client. They have even connected us with other professionals, such as attorneys and tax accountants, who share their values and trustworthiness. I cannot imagine trusting our life's financial choices to just a "firm" with expertise. Once you realize that your success is as important to the team at TWP as it is to you, you understand the difference between TWP and just another investment agency.

Having been in the workforce since 1975, and all that goes with that, I hired Mark Frazier, CPA,…read morethis year for the first time to prepare my taxes. Mark began our session promptly, answered every question I had ~ including some not-so-smart ones ~ made a few suggestions, and in almost the blink of an eye, my taxes were completed and I felt 1000% confident about it. This guy knows his stuff. Henceforth and evermore will I return to visit this establishment in April for an un-stressful tax experience! Thanks so much, Mark!!

If you need business or personal taxes done I would highly recommend you go visit Mark. He will be…read moresure to fix the things the other guys miss.

I have worked with several financial planning organizations: JP Morgan Chase, Fidelity, Fisher,…read moreetc, and by far Odyssey Financial Advisors is the best company thus far. They truly treat you like a valued family member, and for the first time, I am completely comfortable with my financial future!