Our Firm
Cincinnati roots. A broader vision.
Why we changed
A truly unified approach
The most impactful financial decisions do not happen in isolation. Taxes affect investments, and investment choices affect taxes.
By bringing our tax expertise together with the broader advisory capabilities of Hicks & Mann Wealth Management, we can help clients build one coordinated strategy instead of managing separate conversations.
Our Cincinnati satellite office remains part of our story, while our primary operations are now headquartered in Kentucky.
Our roots
For 14 years, we have been a fixture of the downtown Cincinnati community as The Tax Place on Main.
Our evolution
As the firm has grown, so has our vision. We have integrated our tax expertise with Hicks & Mann Wealth Management.
Our focus
We serve individuals and families who want their investments and tax planning to work in sync.