Collaborative Financial Partners is a registered investment adviser based in Cincinnati, Ohio. The firm specializes in providing comprehensive financial planning and wealth management services through a "Personal CFO" model. Their approach is to act as a central point of contact to organize and manage all aspects of a client's financial life, including investment management, retirement planning, tax strategies, insurance review, and estate planning. They emphasize a collaborative, long-term partnership with clients to help them achieve their financial goals.

Founded in

United States