Eukles Wealth Management
Eukles Wealth Management is a Cincinnati-based independent wealth management practice founded in 2011 that serves individual investors, business owners, and corporate retirement plan sponsors with financial planning, retirement income, asset management, and plan consulting services, delivered via the LPL Financial platform and its proprietary TIER retirement income methodology.
- Company typePrivate
- Founded2011
- HeadquartersCincinnati, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Eukles Wealth Management does
Eukles Wealth Management is a privately-held, independent wealth management practice founded in 2011 and headquartered at 425 Walnut Street, Suite 2260, Cincinnati, OH. The firm serves individual investors and pre-retirees, business owners, and corporate retirement plan sponsors with a full suite of financial services: wealth management, retirement income planning, asset management, retirement plan consulting, life and long-term care insurance strategies, college savings (529) planning, and estate planning coordination. Its flagship differentiator is the proprietary TIER (Total Income Equity Return) methodology, which segments retirement portfolios into three time-horizoned tiers — bond ladders for years 1-10, income-and-growth investments for years 11-20, and equity growth for the long term — to address asset allocation, volatility, longevity, inflation, and income distribution in retirement.
Underlying technology and distribution are anchored by the LPL Financial broker-dealer and RIA platform (FINRA/SIPC), with Eukles Asset Management acting as a wholly-owned registered investment advisor subsidiary providing investment advice. The firm is licensed to discuss and transact securities in 14 U.S. states (AL, CA, FL, ID, IL, IN, KY, NC, NV, OH, SC, TN, TX, VA) and delivers advice through in-person consultations at the Cincinnati office plus remote/virtual engagement across its licensed footprint. A five-step financial planning process (discover, assess, prepare, implement, monitor) underpins all engagements.
Eukles is co-founded and operated by five partners/advisors — Steve Jung (Wealth Manager), Casey Lysaght (Managing Partner, Wealth Manager, Marketing Director; CFP®, CRPS®), Patrick Lysaght (Wealth Manager; CRPS®), Brian Lysaght (Managing Partner; CFA®), and Abby Morgan (Vice President of Operations; CFP®, CPFA®) — with collective financial industry experience of 75+ years spanning Morgan Keegan, Smith Barney, GM Asset Management, Fort Washington Investment Advisors, and Macy's. Revenue mechanics are primarily fee-based investment advisory services on assets under management, plus commission-based securities transactions routed through LPL Financial, with corporate retirement plan consulting fees as a secondary, B2B enterprise stream. The firm was named to the National Association of Plan Advisors' (NAPA) Top DC Advisor Teams 2026 list, indicating at least $100 million in defined-contribution assets under advisement.
Eukles Wealth Management firmographics
Firmographics- Name
- Eukles Wealth Management
- Legal name
- Eukles Wealth Management
- Website
- https://eukleswm.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Eukles Wealth Management is a Cincinnati-based independent wealth management practice founded in 2011 that serves individual investors, business owners, and corporate retirement plan sponsors with financial planning, retirement income, asset management, and plan consulting services, delivered via the LPL Financial platform and its proprietary TIER retirement income methodology.
- Ownership category
- akta.pro rank
Eukles Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Pension Funds (525110)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Affluent / Mass-Affluent Private Banking (FSABADAC)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Eukles Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Eukles Wealth Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based or commission-based investment advisory services for wealth management, retirement planning, and asset management. Securities are offered through LPL Financial, member FINRA/SIPC.
- Corporate Retirement Plan Consulting: Consulting fees for retirement plan advisory services to businesses, including ERISA compliance, investment lineup establishment, and participant education.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Fee-based advisory services with free initial consultation |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Eukles Wealth Management product offering
Product offeringCore offering
Eukles Wealth Management is an independent wealth management firm offering comprehensive financial planning, retirement income planning, asset management, and corporate retirement plan consulting services. The firm serves individual investors, pre-retirees, and business owners through a proprietary three-tier TIER (Total Income Equity Return) retirement income strategy, with securities offered through LPL Financial and investment advice delivered through Eukles Asset Management.
Product overview
Eukles Wealth Management is a Cincinnati-based independent wealth management firm established in 2011, offering a suite of financial services organized around three core pillars: Wealth Management (incorporating the proprietary TIER Strategy), Retirement Planning (income planning and corporate retirement plan consulting), and Asset Management. The firm provides additional specialized services including life insurance strategies, long-term care insurance, college savings (529 plans), and estate planning coordination. The TIER Strategy serves as the firm's flagship retirement income methodology, dividing portfolios into three tiers—bond ladders for short-term income, income and growth investments for medium-term needs, and equity growth for long-term appreciation. The firm operates with over 75 years of combined financial experience among its team and is affiliated with LPL Financial for securities brokerage.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
- Retirement Income Planning
- Asset Management
- Retirement Plan Consulting
- TIER Strategy (Total Income Equity Return)
- Life and Business Insurance Strategies
- Long-Term Care Insurance Strategies
- College Savings Strategies
- Estate Planning Strategies
- Investment Management
- Financial Planning Process
Quantifiable outcome
- Portfolio volatility mitigation during retirement income distribution stage
- +1 more outcomes
Companies that use Eukles Wealth Management
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Eukles Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Eukles Wealth Management partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- LPL FinancialcoreSecurities are offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Eukles Asset Management, a registered investment advisor. Eukles Wealth Management and Eukles Asset Management are separate entities from LPL Financial. LPL Financial provides brokerage platform, technology infrastructure, and regulatory oversight.
- Hartford FundsminorHartford Funds co-presents educational webinars on brain health and retirement topics with Eukles Wealth Management. Webinar titled 'Retain Your Brain: How to Age-Proof Your Most Valuable Asset' hosted by Eukles and presented by Hartford Funds.
- MFSminorMFS (Zachary Lindsay, Defined Contribution Senior Specialist) co-presents educational webinars on Social Security and retirement planning topics with Eukles Wealth Management.
- American FundsminorAmerican Funds (Ryan Doyle) provides expert insights for election year investment webinars hosted by Eukles Wealth Management.
- Neuberger BermanminorNeuberger Berman co-presents Family Love Letter educational webinars on intergenerational wealth transfer with Eukles Wealth Management.
- John HancockminorJohn Hancock (Ronald S. Bezis, CFS) co-presents Medicare understanding webinars with Eukles Wealth Management.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Eukles Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Cambridge Investment Research: Independent broker-dealer supporting affiliated financial advisors with wealth management and retirement plan services. Overlaps with Eukles on advisor-led wealth management delivered through an independent platform.
- Edelman Financial Engines: Large national wealth management and retirement plan advisor serving individual investors and corporate DC plan sponsors. Overlaps with Eukles on both the individual wealth and corporate retirement plan consulting segments, though at vastly greater scale.
- Cetera Financial Group: Independent broker-dealer and wealth management platform serving independent financial advisors. Comparable as an LPL Financial-affiliated independent advisor alternative and provides similar brokerage/infrastructure for advisory practices.
- Northwestern Mutual: Large established financial services firm offering wealth management, retirement planning, and insurance. Competes for the same business-owner and pre-retiree client base, though with a much broader product set and captive advisor model.
- Fisher Investments: Large asset management and wealth advisory firm serving high-net-worth individuals and institutional clients. Comparable on investment management and retirement income strategies, but operates at institutional scale rather than boutique RIA scale.
Direct peers
- Apollon Wealth Management: Independent wealth management firm with a similar mix of individual advisory, business-owner planning, and retirement plan services. Comparable advisor-led boutique RIA model with a multi-state footprint.
- Modera Wealth Management: Fee-only RIA providing comprehensive financial planning, investment management, and retirement plan consulting to individuals and businesses. Directly comparable service offering and advisor-led model.
- Mariner Wealth Advisors: Large independent RIA offering wealth advisory, retirement plan consulting, and asset management to individuals and business owners. Directly comparable to Eukles in service mix and client segments, though at materially greater scale.
- Wescott Financial Advisory Group: Independent fee-only RIA offering wealth management, retirement planning, and investment management to individuals and families. Closely comparable boutique RIA competing in the same mass-affluent/retiree segment.
- Creative Planning: National independent RIA providing wealth management, retirement plan consulting, and tax/estate planning. Overlaps with Eukles across both individual advisory and corporate retirement plan consulting, with a comparable advisor-led model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Eukles Wealth Management social profiles
Digital presenceEukles Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Eukles Wealth Management leadership team
Management profileNumber of profiles
Profiles5 records
Eukles Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
Eukles Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Eukles Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Eukles Wealth Management
What does Eukles Wealth Management do?
Eukles Wealth Management is an independent wealth management firm offering comprehensive financial planning, retirement income planning, asset management, and corporate retirement plan consulting services. The firm serves individual investors, pre-retirees, and business owners through a proprietary three-tier TIER (Total Income Equity Return) retirement income strategy, with securities offered through LPL Financial and investment advice delivered through Eukles Asset Management.
Is Eukles Wealth Management a public or private company?
Eukles Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Eukles Wealth Management founded?
Eukles Wealth Management was founded in 2011. It employs 1 to 10 people.
Where is Eukles Wealth Management based?
Eukles Wealth Management is headquartered in Cincinnati, United States, in the North America region.
How does Eukles Wealth Management make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are corporate Retirement Plan Consulting.
Who are Eukles Wealth Management's main competitors?
Broad incumbents on record are Cambridge Investment Research, Edelman Financial Engines, Cetera Financial Group, Northwestern Mutual and Fisher Investments. Direct peers are Apollon Wealth Management, Modera Wealth Management, Mariner Wealth Advisors, Wescott Financial Advisory Group and Creative Planning.
Does Eukles Wealth Management have an API?
No public API is recorded for Eukles Wealth Management.
What industry is Eukles Wealth Management in?
Eukles Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSABADAC, Affluent / Mass-Affluent Private Banking, with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 52394 and its SIC code is 6282.