Balmer named FIVE STAR Wealth Advisor

The Oakwood Register

Joseph E. Balmer

Attorney Joseph E. Balmer, III, of Holzfaster, Cecil, McKnight & Mues, has been selected as a top Cincinnati/Dayton area wealth advisor. Cresendo Business Services, LLC, surveyed over 100,000 area high net-worth households and 11,000 financial services industry professionals and has awarded the FIVE STAR Best in Client Satisfaction Wealth Advisor designation to financial professionals who have demonstrated exception client service and satisfaction. “Weath Advisors” was broadly interpreted to include a catagory for attorneys regularly involved with estate planning; essentially professionals who help clients “manage their financial world.” This is the second year in a row Balmer was selected. Cincinnati Magazine announced the 2010 FIVE STAR Wealth Advisors in its October edition. Only six Dayton area attorneys were selected to receive this award. “It is an honor to be recognized by both clients and collegues in our region,” said Balmer.

Balmer is a partner with the Dayton law firm of Holzfaster, Cecil, McKnight & Mues and has concentrated his practice in estate planning and business law for over 20 years. He is board-certified as a specialost in estate planning, trust, and probate law by the Ohio State Bar Association. “While I don’t provide financial advice, I regulary work with accountants and financial advisors to make sure we achieve the best possible estate plan for our clients,” said said Balmer. ‘Holzfaster, Cecil, McKnight & Mues’ view in adopting a multi-disciplineary, holistic approach in addressing clients’ needs is the cornerstone of the firm’s philosophy.

©2010 The Oakwood Register