Mike Weckenbrock

About Mike Weckenbrock

As a financial planner and financial services executive for the past 20 years, I\'ve been dedicated to helping individuals and businesses create a roadmap for their financial future. Whether you’re planning for retirement, managing investments, estate planning or protecting your assets, I can provide personalized strategies designed to help you achieve your financial goals. The focus is on long-term growth and financial security, so you can feel confident about your decisions today and in the future. So what makes me different? Unlike those who only provide guidance with investments and insurance…I have an extensive legal background as an attorney to help you navigate all your challenges faced along the way.Trust, integrity, dedication and a passion for helping people is what drives me. These are also the core values I bring to every client relationship. Outside of work, I enjoy spending time with my wife, Elizabeth, and two daughters, Stassi and Ariana. They all enjoy soccer, golf, boating, jeep rides and traveling (especially to Greece). When partnering with me, you can be confident that your best interests are always being looked out for and you’ll always have a trusted advisor by your side on your journey to financial success.

Experience

1. Financial Planner & Attorney

   Premier Planning Group

   Oct 2024 — Present · Cincinnati, OH, US

   Dedicated financial planner committed to helping individuals and businesses chart their financial future. After 20 years as a financial services executive and attorney, I am returning to helping those in the community reach their individual financial and legacy planning goals. With a personalized approach to financial strategies, I specializes in retirement planning, investment management, estate planning, and asset protection. What sets me apart is my unique legal experience, allowing me to navigate the complexities of financial planning with a comprehensive perspective. At Premier Planning Group, we serve our clients with tailored guidance to meet their specific needs. Our company is a boutique wealth management firm with national clientele. With our technology, service, and capabilities, we’re able to help provide high quality financial advice to clients spanning various life stages and professions. I primarily focus on working with high income earners, businesses owners, entrepreneurs, and retirees. My process and engagements are relationship-driven which allows the planning to evolve as you progress in your ventures.

Education

• Covington Catholic High School

  High School

• Northern Kentucky University—Salmon P. Chase College of Law

  JD, Law

• Centre College

  BA, Economics, Government

  2000 — 2004