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Individuals

Treating every individual as a member of the Cassady Schiller family, we serve with care. 

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We work closely with individuals and families to ensure that they receive the maximum benefit. Whether you’re looking for tax planning, help with a trust, or planning for retirement, our professionals have experience providing tailored solutions that bring lasting value.

Brian Stautberg 

CPA

Partner

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Our services for individuals include:

  • Financial Planning & Investment Services

  • Emerging & Established Wealth Consulting

  • Tax Planning & Preparation

Ahead of the Curve.

Contact Us

4555 Lake Forest Drive, Suite 400

Cincinnati, OH 45242

(513) 483-6699 /

(800) 378-8606

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