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Planning Today for Tomorrow’s Success.

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations

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WELCOME TO THE FUTURE FINANCIAL WEALTH MANAGEMENT GROUP WEB SITE, WHERE YOU'LL FIND A WEALTH OF INFORMATION ABOUT OUR CAPABILITIES AND HOW WE CAN HELP YOU REACH YOUR FINANCIAL GOALS.

"HELPING PEOPLE MAKE SOUND FINANCIAL DECISIONS TO HELP THEM ENJOY LIFE!"


WHY ARE WE DIFFERENT?

Team



DENNIS MARINICH

Vice President and Founding Member

 513-817-3133         dennis@future-financial.net

Dennis founded the practice in 1980 after a career in law enforcement and corporate security. He has been advising clients for over 37 years and joined Wachovia Securities in 2005. Dennis earned a Bachelor of Science degree from the University of Rochester in 1972. In addition, Dennis has earned the...


DENNY MARINICH

President, Principal

 513-817-3132           denny@future-financial.net

Denny joined the practice in 1998 after earning a Bachelor of Science degree from Cornell University. He is a 20 year veteran of the financial service industry and joined Wells Fargo Advisors in 2005. He has advanced investment management training from the Wharton School, University of Pennsylvania as well as...



MELISSA HOIN

Operations Manager

 513-817-3131       melissa@future-financial.net

Melissa brings over 20 years of professional experience in the financial services industry and a dedication to client service. Previously she worked as a licensed associate with Morgan Stanley. She received her BA from Ohio Northern University in 1997 in Political Science and History. While at ONU, she played volleyball...


JUDY LENIHAN

Administrative Assistant

 513-817-3131               judy@future-financial.net

Judy is working part time for Future-Financial as she peeks out from her life of retirement. Two years ago, Judy was completing work for Sycamore Community Schools. Serving as office manager for the high school for 10 years, Judy then joined the district office in the capacity of administrative assistant...



Lisa Brisbin

Administrative Assistant

 513-817-3131                                     lisa@future-financial.net

Lisa joined Future-Financial in late 2018. She’s working part time, sharing client service and administrative support duties with Judy Lenihan...


OUR PRACTICE


Future Financial Wealth Management Group is a professional advisory practice serving clients nationwide. Focused on providing an exceptional experience through a high-level of personal service; building relationships based upon trust and transparency. Helping clients through life transitions by reducing the stress, complexity and uncertainty that comes with handling financial issues.

Our clients value a relationship with a trusted advisor built on clear expectations and look to us as a primary resource when an issue arises, not just someone to manage their investments. We offer advice that goes well beyond investment management through partnerships with trust experts in healthcare, estate planning, taxes and insurance.

Our Services


Wealth Planning and Portfolio Management

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by invest...

BUSINESS SUCCESSION PLANNING

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interf...

INSURANCE PLANNING

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goa...