Our History
Truly independent and nationally recognized, Truepoint Wealth Counsel was founded in 1990 as one of the region’s first fee-only firms. Since then, our focus has been creating the best personal financial advisory experience possible.
1984
Michael J. Chasnoff starts an RIA (registered investment advisor) firm with LKCD Financial.
1990, Founded.
Michael embraces his entrepreneurial spirit and branches out on his own by forming Advanced Capital Strategies (precursor to Truepoint).
1994
Michael featured in Worth Magazine’s best financial advisors survey and unofficially endorsed by Jane Bryan Quinn in an article written about full disclosure for The Washington Post.
2001
Truepoint (now the name of the company) expands into the area of tax services.
2003
Truepoint continues expansion of services with estate planning.
2007
Truepoint’s succession plan established, demonstrating commitment to remaining independent and 100% employee-owned.
2009
Passes $1 Billion in AUM (assets under management).
2010
Truepoint launches the Women’s Wealth Counsel initiative – a community for our female clients and team members.
2015
Launch of Truepoint Institutional Advisors to offer investment advisory services to small and mid-sized endowments, foundations, nonprofits, trusts, retirement plans, and other institutional investors.
2016
Truepoint acquires RhineVest Advisors, a Cincinnati-based start-up committed to making transparent and intelligent financial management more accessible to everyone.
2019
Truepoint relocates to 9999 Carver Road.
2020
Truepoint celebrates 30th anniversary (but with our team of 65 all safely working from home!).
Today
- Clients in 39 states, 37% outside Ohio
- 97% employee satisfaction
- 782 families served
- 49 institutions served
- 33 Certified Financial Planners® (CFP)
- 16 Certified Public Accountants (CPA)
- 8 Chartered Financial Analysts (CFA)
- 2 Juris Doctor (JD)
- 3 Certified Trust and Fiduciary Advisor (CTFA)
- 1 Chartered Alternative Investment Analyst (CAIA)
- 1 Chartered Advisor in Philanthropy® (CAP)