Chris Oberholzer- Financial Advisor Loveland, OH

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About Chris Oberholzer

Infinity Wealth Counsel, LLC, is a Registered Investment Advisor providing financial planning and investment management services to families and small businesses.

As a fee-only RIA, we have eliminated the conflict of interest inherent in the traditional sales based brokerage relationship and are held to a fiduciary standard of care which is significantly stronger than the suitability standard required of other financial professionals.

TD Ameritrade is a strategic partner of Infinity Wealth Counsel. They are our primary custodian for client assets. As custodian, TD Ameritrade holds all client assets, executes trades based on direction from Infinity Wealth Counsel and offers a wide variety of financial services at discounted rates to our clients.

Dimensional Fund Advisors is a strategic partner of Infinity Wealth Counsel. DFA manages a full site of low cost and tax efficient institutional class mutual funds which provide asset class exposure in accordance to the five factor model developed by Kenneth French and Nobel Prize winner Eugene Fama

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General Information

Firm Start Year

2014

No. of Employees

Compliance

Qualifications & Membership

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889346/paladinregistry-Infinity-Wealth-Counsel-detailed-disclosure.html

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Chris Oberholzer

Infinity Wealth Counsel