Bohmer Kilcoyne Wealth Management

What Bohmer Kilcoyne Wealth Management does

Bohmer Kilcoyne Wealth Management is a Cincinnati-based financial advisory team operating within Wealth Enhancement Advisory Services, LLC, an SEC-registered investment advisor and affiliate of Wealth Enhancement Group. Founded in 1999, the practice employs 10 professionals — 6 financial advisors (Michael Bohmer, John Kilcoyne, Mary Herrington, John Kahle, William Muething, Mary Taliaferro) and 4 client service staff — and operates from a single office at 9360 Montgomery Road in Cincinnati, OH. The team delivers holistic wealth management services built around a 'listen, plan, execute, then listen again' methodology, covering investment management, tax strategies, estate planning, retirement income distribution, risk management and insurance, financial planning, annuities, trust services, and special needs planning. The practice is differentiated by dual-credentialed advisors (multiple CFP® holders plus a CPA) and depth in complex planning scenarios — concentrated stock positions, stock options and RSUs, multi-generational wealth transfer, and cross-border planning for U.S. expats.

The team's underlying technology is non-proprietary: there is no in-house platform, and operations run on standard financial planning and portfolio management tools supplied through the Wealth Enhancement platform, with client account access integrated to Fidelity and Schwab Alliance custodial portals. Revenue is generated through fee-only advisory arrangements, most plausibly structured as recurring AUM-based advisory fees assessed annually, with five pricing tiers implied by intake portfolio ranges spanning from under $100K to over $5M. The go-to-market is sales-led and high-touch, centered on personal referrals and direct advisor relationships in the greater Cincinnati metropolitan area, supplemented by a multi-channel content program (blog, webinars, eBooks, calculators, and a 'Your Money' radio show) leveraged from the parent platform. The primary customer segment is affluent individuals and families, with secondary specializations in physicians, small business owners, non-profits, women executives, and U.S. expats abroad.

Name

Bohmer Kilcoyne Wealth Management

Legal name

Wealth Enhancement Advisory Services, LLC

Website

https://bkwealth.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Bohmer Kilcoyne Wealth Management is a Cincinnati-based advisory team of 6 advisors and 4 service staff operating within Wealth Enhancement Advisory Services, providing holistic wealth management — tax, estate, retirement, investment, and cross-border planning — to affluent individuals, families, physicians, business owners, non-profits, and expats in the greater Cincinnati area.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Tax-Focused Wealth Management RIAs (FSAAACAD), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Financial advisory
• Retirement planning
• Estate planning
• Investment management

Headquarters

HQ city

Hamilton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fee Revenue: The team generates revenue through advisory fees for comprehensive wealth management services including financial planning, investment management, tax strategies, estate planning, and retirement income planning. As a registered investment advisor team within Wealth Enhancement Advisory Services, fees are likely assessed as a percentage of assets under management (AUM) or through fee-only advisory arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Bohmer Kilcoyne Team delivers holistic financial planning and wealth management services for affluent individuals and families in the greater Cincinnati, OH area. The team's core offering spans comprehensive wealth management including tax strategies, investment management, risk management and insurance, estate planning, retirement income planning, financial planning, and annuities, with specialized expertise for physicians, business owners, non-profits, women executives, and expatriates living abroad.

Product overview

Wealth Enhancement Group operates as a financial advisory firm with a platform-plus-modules architecture. The core offering is Comprehensive Wealth Management, which includes integrated modules for Tax Strategies, Investment Management, Risk Management & Insurance, Estate Planning, Retirement Income Planning, Financial Planning, and Annuities. Additional services include Tax Preparation, Trust Services (offered through Wealth Enhancement Trust Services), Private Client Wealth Management, Special Needs Planning, and Employee Retirement Account Management for individuals. For businesses, the firm provides Retirement Plan Consulting, Business Growth & Exit Planning, and Employee Benefits Programs. The Bohmer Kilcoyne Team serves as an advisory team within this broader platform, specializing in holistic financial planning with deep experience in complex estate planning, tax-efficient investing, managing concentrated positions, stock options, RSUs, and multi-generational planning, with specialized focus on physicians, small business owners, non-profit organizations, women executives, and expats.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Management Holistic wealth management service encompassing tax strategies, investment management, risk management and insurance, estate planning, retirement income planning, financial planning, and annuities for individuals and families.
• Tax Preparation Tax preparation services for individuals and families.
• Trust Services Trust services offered through Wealth Enhancement Trust Services, Inc., a trust company chartered under South Dakota law.
• Private Client Wealth Management Elevated wealth management services for high-net-worth private clients.
• Special Needs Planning Specialized financial planning for families with special needs members.
• Employee Retirement Account Management Management and optimization of employee retirement accounts for individuals.
• Retirement Plan Consulting Consulting services for business retirement plans.
• Business Growth & Exit Planning Growth and exit planning services for business owners.
• Employee Benefits Program Employee benefits program design and management for businesses.

Quantifiable outcome

• Mary Herrington recognized in InvestmentNews' 2026 $100M Club: Top Female Advisors
• +1 more outcomes

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• FidelityminorChannel Partner/ Reseller/ DistributorClient login integration allowing Bohmer-Kilcoyne clients to access their Fidelity accounts through the Wealth Enhancement client portal. This is a custodial partnership providing account access for existing clients rather than a formal referral or co-marketing arrangement.
• Schwab AllianceminorChannel Partner/ Reseller/ DistributorClient login integration allowing Bohmer-Kilcoyne clients to access their Schwab Alliance accounts through the Wealth Enhancement platform. This is a custodial partnership providing account access for existing clients rather than a formal referral or co-marketing arrangement.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Focus Financial Partners: National partnership of independent, fiduciary wealth management firms. Closely mirrors the Wealth Enhancement platform model that Bohmer Kilcoyne belongs to, providing centralized infrastructure to advisor teams.
• Carson Group: National RIA and coaching platform serving independent financial advisors and their clients with comprehensive wealth management. Comparable holistic advisory offering and platform-for-advisors model.
• Mercer Advisors: National RIA delivering comprehensive financial planning, investment management, tax, and estate services to HNW households. Competes for the same HNW/UHNW planning-client segment with a similar integrated advisory approach.
• Mariner Wealth Advisors: Large national RIA offering comprehensive wealth advisory, tax, estate, and retirement planning through regional advisor teams. Same multi-disciplinary advisory model and similar scalable team structure as Bohmer Kilcoyne's parent platform.
• Creative Planning: Large national fee-only RIA providing comprehensive wealth management, tax, estate, and financial planning services to HNW individuals and families. Offers the same integrated financial planning + investment management model that Bohmer Kilcoyne delivers.

Direct peers

• Hightower Advisors: National RIA platform built by aggregating independent advisor teams under one brand, with comprehensive wealth management, investment, and planning services. Closely analogous to the Wealth Enhancement model that Bohmer Kilcoyne operates within.

Regional players

• Foster & Motley: Cincinnati wealth management firm offering fee-only financial planning and investment management for affluent individuals and families. Direct competitor in the same geography with comparable comprehensive-planning focus.
• Johnson Investment Counsel: Cincinnati-based RIA providing investment management and financial planning to individuals, families, and institutions. Overlaps directly with Bohmer Kilcoyne in the Cincinnati HNW segment and uses a similar fee-based advisory approach.
• Fort Washington Investment Advisors: Cincinnati-based investment advisor (subsidiary of Western & Southern Financial Group) offering portfolio management and wealth advisory services. Regional competitor in the Cincinnati institutional and HNW market.
• Sequoia Financial Group: Cincinnati-area RIA offering comprehensive wealth management, investment advisory, and institutional consulting. Direct competitor to Bohmer Kilcoyne in the same Cincinnati HNW market with similar holistic planning positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/bohmer-kilcoyne-wealth-management-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bohmer Kilcoyne Wealth Management