Home  /  About

About Us

Tudor Financial, Inc. is an independent wealth and investment advisory firm located in Southwest Ohio. Tudor has provided trusted investment and financial advisory services to individuals and institutions for over two decades. The firm grows through the efforts of experience and credentialed professionals that provide objective and client-centered financial advice and excellent risk-adjusted investment returns.

Tudor Financial, Inc. provides a full range of advisory services for a quality client experience and effective long-term outcomes. Tudor serves individuals, families, and institutions.

Tudor Financial offers a wide range of investment strategy choices: A spectrum of unique portfolio strategies along with customized strategies specifically designed for investable assets.

Services Include:

  • Investment Management
  • Tax Analysis and Planning (including CPA consultations)
  • Trust, Legacy and Estate Planning (including attorney consultations)
  • Company Retirement Plans/401(k)’s/pensions
  • Retirement Income Projections
  • IRA’s
  • Financial Planning Services by credentialed CFP’s®
  • Risk Reviews
  • Charitable Giving Strategies
  • Document Management

Investment Portfolio Strategies Include:

  • Stock Portfolios
  • Bond Portfolios
  • Balanced Portfolios
  • Customized Portfolios

​​​​​​​ Tudor’s Quality Philosophy


Tudor offers a quality experience for clients that prefer an advanced level of financial services and solutions. Our experienced professionals provide sophisticated, thoughtful and integrated wealth solutions. Our goal is to improve client investment, financial and life outcomes.

Quality Investment Strategies:

Tudor offers professional research-driven investment strategies. Twenty-five years of solid research continues to enhance our investment process. Our investment philosophy is based on the idea that quality securities coupled with successful strategy can provide excellent, risk-adjusted performance over long financial cycles. The potential for better investment outcomes allows clients to achieve goals more efficiently and with greater probability.

Quality Advice:

In addition to professional investment management, Tudor professionals offer clear and objective financial advice. Our experienced professionals, along with our young, enthusiastic staff, can provide answers to a wide variety of investment, financial, estate planning, tax and risk management areas. Our experienced team of professionals come from solid backgrounds to provide a high-quality advice experience. Our professional team has advanced credentials and professional designations to address a wide array of financial needs.

Meet our team here

Feel free to contact us for a quality experience.

Education Advocates

If you’re looking for a solid grounding in financial matters, we’re here to provide the education. Our professionals will help explain financial concepts in a way that you can understand. Better understanding results in better financial decision-making.

We believe in education. This is reflected in the valuable financial education workshops offered through the Tudor Education Center. The center offers a series of clear, objective workshops that focus on a variety of financial topics. These education workshops tackle important topics such as retirement planning, estate planning, wealth accumulation and taxes.

See our current workshops here​​​​​​​



For clients with investable assets under $100,000.


For clients with investable assets between $100,000 and $500,000 requiring trusted, objective and high quality long-term investment and planning advice. 


For clients with investable assets of $500,000 or more requiring extensive services, including in-depth analysis and planning for complex financial needs, tax and estate planning (with CPA and attorney professionals), charitable giving and asset protection.