Walsh Asset Management LLC

Walsh Asset Management LLC Investment Management, Business Retirement Plans and Retirement Planning. a Broker/Dealer, member FINRA/SIPC.

We provide investment management for individuals, businesses, retirement plans and foundations. In conjunction with plan administrators, we help the plan sponsor coordinate the investment process of business retirement plans, including 401(k) plans, profit sharing plans, SEP plans, SIMPLE plans and money purchase pension plans. Bridging the investment management and retirement plan segments, we as

sist individuals in creating custom retirement plan strategies. Registered Principal, with securities offered through Cambridge Investment Research, Inc. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Walsh Asset Management, LLC and Cambridge are separate entities.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/03/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

06/01/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

05/29/2026

Doing taxes is an undesirable chore, but it is also one of the best ways to keep track of your retirement planning.

05/29/2026

Being healthy may help your personal finances.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
05/27/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
05/25/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

The market is as unpredictable as the weather. We’re here to help you prepare.
05/22/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/20/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
05/18/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
05/15/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Address

3914 Miami Road, Ste 201
Cincinnati, OH
45227

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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