Contact

Phone: 513.273.0350

Who We Serve

Hours

Mon–Thur, 9:00 am–4:00 pm
Fri, 9:00 am–12:00 pm

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Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Dream Ridge Capital Group Limited
West Chester Township

Discover the Dream Ridge Capital Group Limited difference when you work with our team of industry experts. Our comprehensive approach offers tailored solutions for your unique challenges, keeping your needs at the forefront. If you’re seeking a best-in-class experience in Cincinnati, Hamilton, or West Chester Township, connect with your local Dream Ridge Capital Group Limited office today.

Our Team

Joshua S. Haire

Senior Vice President | Financial Advisor

Bridget E. Mitchell

Senior Financial Advisor

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By helping people clarify and articulate their aspirations, we can also help them develop a roadmap that moves them from wherever they are to the place they want to be. This is a process—a journey, really—that we undertake as partners.
Josh Haire

Resources

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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.