Our practice was founded in 1985 by my father, Bob Bedinghaus, a retired 35-year veteran financial advisor with Edward Jones. As a second-generation advisor, I am working hard to carry on his legacy in our community.
Our practice strives to help our clients create a legacy that stands the test of time. I do this by helping clients to develop a thorough understanding of their financial goals and to partner with them throughout their life to help achieve them using personalized strategies to organize, build, protect and transfer wealth efficiently and effectively.
I earned the Certified Financial Planner™ (CFP®) designation in April 2021. CFP® Certification The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Our team also includes Susan Adams, Senior Branch Office Administrator. We are committed to providing you with the highest level of personal service and would love the opportunity to partner with you and your family to help you achieve your most important financial goals.
I currently live in Loveland with my wife of 13 years, Kate, and our five children: Liam, Judah, Micah, Owen and Clara. We believe strongly in giving back to our community with our time, talent and treasure, and encourage our clients to do the same. I am currently a member of Christ Church in Loveland; a board member of Elizabeth's New Life Center; a board member of the Lebanon Rotary Club; and a member of the Lebanon Area Chamber of Commerce (serving as a Chamber Ambassador).
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Charitable Giving
- Employee Stock Options
My Personal Interests
- Spending Time with Family
- Table Tennis
Office Address101 Dave Ave Suite A
Lebanon, OH 45036 opens in a new window
Phone NumberRob Bedinghaus at (513) 932-2716
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