Chad  Baxter,  CFP<sup>&reg;</sup> - Financial Advisor

Chad Baxter, CFP®

Clarify Wealth Management

50 E Business Way
Cincinnati, OH 45241
(513) 381-0001 CONNECT WITH Chad
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Chad Baxter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clarify Wealth Management in Cincinnati, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: IN, NY
  • Health/disability insurance: IN, NY

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Employee Benefits, Life Planning, Retirement, Stocks & Bonds


Helpful Financial Planning Resources