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365 Wealth Management GroupFinancial advisor in Cincinnati, OH

365 Wealth Management Group is a financial advisor at 9465 Montgomery Rd, Cincinnati, OH 45242, ranked #16 of 43 wealth managers in Cincinnati and rated 5.0 from 7 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Cincinnati, OHUpdated 0 paid placements in any rankingHow we rank

Call (513) 880-0002Website ↗

Key facts

Key facts about 365 Wealth Management Group
Address9465 Montgomery Rd, Cincinnati, OH 45242Get directions
Phone(513) 880-0002
Website365wmg.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Cincinnati and 12 towns within 25 miles: Montgomery, Blue Ash, Sharonville, Reading, Loveland, Norwood, Springdale, Forest Park, Finneytown, Mason, Goshen and Forestville.

Based in Cincinnati, OHView on map

Opening hours

Opening hours for 365 Wealth Management Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about 365 Wealth Management Group

How is 365 Wealth Management Group ranked in Cincinnati?

365 Wealth Management Group is ranked #16 of 43 wealth managers in Cincinnati by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are 365 Wealth Management Group’s hours?

365 Wealth Management Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does 365 Wealth Management Group serve?

Serves Cincinnati and 12 towns within 25 miles: Montgomery, Blue Ash, Sharonville, Reading, Loveland, Norwood, Springdale, Forest Park, Finneytown, Mason, Goshen and Forestville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about 365 Wealth Management Group?

365 Wealth Management Group has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact 365 Wealth Management Group?

Call 365 Wealth Management Group on (513) 880-0002. The business is at 9465 Montgomery Rd, Cincinnati, OH 45242. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

365 Wealth Management Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
365 Wealth Management Group (this business)—645.0 (7)NoNo
Retire Right Wealth Management#14644.8 (23)NoNo6.0 mi
THOR Wealth Management Inc.#15645.0 (7)NoNo10.7 mi
EP Wealth Advisors#17645.0 (8)NoNo15.0 mi

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