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7800 Laurel Avenue, Suite 400G, Cincinnati, OH 45243

(513) 317-2265
jdimauro@investwelladvisors.com
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Our Services
Strategic Solutions for a Complex Financial World

How We Help
Precision Where It Counts

The advisors at InvestWell Advisors design, implement, and monitor financial and retirement plans for individuals, families, corporations, institutions, and non-profits. Our core services include investment management, financial planning, and small business 401k implementation and monitoring.

Our comprehensive wealth management process enables us to develop a full understanding of your financial needs and goals and then use this information to provide recommendations designed to help you achieve both your short and long-term goals. Our focus is on highly customized, results-oriented wealth management services for our clients.

Our Solutions
Comprehensive Strategies, Individually Designed

Every financial situation carries its own complexity. We offer a full range of services built to address yours — with the depth and rigor your goals demand. 


My Practice Includes Working With

  • Individuals
  • Multi-generational families
  • Small business retirement plans
  • 401k Plans
  • Pension Plans
  • Cash Balance Plans

I Provide The Following Services For My Clients

  • Investment management
  • Financial forecasting
  • Retirement planning
  • Retirement income analysis
  • Custom portfolio construction
  • Portfolio reviews
  • Asset allocation and risk profile assessment

According to My Clients, My Strengths Include

  • Providing financial guidance
  • Providing investment advice and investment management
  • Good communication skills and easily accessible

  • Portfolio allocation based on financial goals and risk tolerance

  • Direct assistance working with specialist advisors such as accountants and attorneys


With Respect to Small Business Retirement Plans, My Strengths Include

  • Fixing fractured or neglected plans that fail compliance testing, have a history of corrective distributions, a failure to transmit on time, and other plan risks
  • Providing a proper, diversified, investment lineup
  • Offering investment management for plan participants
  • Offering plan participants with financial education
  • Improving plan participation rates and participant contribution rates
  • Working with plan trustees/administrators to make a plan ERISA compliant
  • Working with plan trustees/administrators to reduce fiduciary liability


Get Started
Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan