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Fifth Third
Wealth AdvisorsTM

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Freedom to flourish

Your financial success is more than just a number. It’s what you need to confidently live the life you’ve envisioned—while also providing for those you love. We are focused on your financial objectives—and we’ll provide the expertise of our advisors and resources of Fifth Third to help you achieve your goals.

We'll support your financial journey with:

Investment Management Expertise

  • Disciplined portfolio construction
  • Tailored professional guidance
  • A broad array of investment products and services
  • Access to environmental, social and governance (ESG) investing
  • Consistent and clear reporting of performance

Access to Fifth Third Bank services

  • Custom Credit and Mortgage Solutions
  • Trust, Estate and Fiduciary Services
  • Risk Management
  • Full-service Banking Support

Robust Resources and Capabilities

  • Customized strategic and tactical asset allocation
  • Individual fixed income and equity instruments
  • Alternative investment strategies, private equity and debt
  • Equity risk management solutions for concentrated assets
  • Tax-efficient investments

Advice and Planning

  • Capital preservation and growth financial strategies
  • Cash flow and retirement
  • Tax efficiencies
  • Risk management
  • Wealth transfer
  • Business succession

Why Fifth Third Wealth Advisors?

It comes down to our three operating principles:

Family stolling down the beach

LISTEN TO LEARN.

We take the time to understand:

  • Your life, family and values
  • Your concerns
  • Your aspirations
Family enjoying a laugh together as they eat a snack

BUILD AND PROTECT WEALTH.

Your customized investment portfolio is designed with the objective to maximize your wealth, while also seeking to protect principal through tax-sensitive strategies.

A man and a woman, streching on their yoga mat

CLIENT FOCUSED, ALWAYS.

As a Registered Investment Adviser, we’re a fiduciary. We’ll seek to manage your money with your best interests in mind, providing you with objective, professional guidance.

Meet our leadership team

Eric Housman
President

Mary Robbins
Chief Investment Strategist

Keith Watson
Managing Director,
Administration & Operations

Wherever you are on your wealth journey, we'll support you

Thank You

Your request has been sent to a Fifth Third Wealth Advisor and will be in contact with you presently.

Contact Us

To request a complimentary consultation or additional information, kindly complete the form. All consultations are strictly confidential.