Welcome

We appreciate your interest in CSA Financial.  We have been helping our clients manage and make the most of their wealth since 1999.  We focus on delivering simplicity, integrity and transparency to our clients.  Our team shares a passive investment philosophy, but we take an active approach to adding value through rebalancing, tax loss harvesting and other wealth enhancing strategies. 

Passive Investing

A significant factor in selecting an investment advisor is finding an investment strategy that is right for you.  Passive investing is backed up by decades of academic research.  This approach helps us deliver the performance of capital markets to our clients.  To learn more click below.

 

Crises and the Current Markets

With the ongoing political changes in the Middle East and the natural disasters that have been affecting global economies, we thought a little perspective would help.  Click here to watch a short 4 minute video from David Booth at Dimensional Fund Advisors.

 

 
CSA Financial Advisors, Ltd. | 4705 Lake Forest Dr., Cincinnati, Ohio 45242 | Ph: (513) 483-6699 Fx: (513) 483-6690
 




            
        

    





 



    

        
    

    

        
    

    

        
    





 



    

        

	


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