Lori Fox


Financial Advisor

State(s) Licensed:   IN, KY, MI, MN, OH

Phone 317-300-7400

4055 Executive Park Dr., Suite 400
Cincinnati, OH 45241

Lori Fox

State(s) Licensed:   IN, KY, MI, MN, OH

Unique financial strategies based on your values and life goals

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future, specializing in the areas of:

  • Financial Strategies
  • Retirement Strategies
  • Wealth Management
  • Wealth Transfer Strategies
  • Charitable Planning
  • Tax Efficiency Strategies

Serving the Greater Cincinnati and Tri-State Area (including Sharonville, Loveland, Mason, Liberty Township, and surrounding areas.)

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Cincinnati Office



M – F: 9 a.m. – 5 p.m.