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We Always Place Your Financial Needs First

With over 75 years of combined industry experience, we provide comprehensive financial planning and advisory services while always placing your financial interests first. Located in Cincinnati, Ohio, we offer personalized, expert strategies for your specific financial needs. We partner with you to make informed, intelligent decisions regarding your financial future.


Note: This document is for reference purposes only. Please visit www.irs.gov for additional information on these annual limits.


Investment and Wealth Management Advisory Services



Building Wealth

Custom discretionary portfolios

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Inheritance
What do I do with it?

Custom financial planning session

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When Can I retire?

Retirement income planning

Healthcare after retirement

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Starting a Family


529s
Education Savings accounts
Custodial accounts /UTMAs or UGMAs
Assistance with
Financial Aid applications

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Preparing Children
For Financial Independence

Budgeting

Stock Slices

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Planning for the Unknown

Life Insurance

Estate Planning

Building emergency savings

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Passing Wealth
To Family

Trusts

Life Insurance

Risk management solutions

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Supporting Important Causes

Charitable giving strategies

Socially responsible investing

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Efficient Debt Management

Budgeting

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Efficient Tax Management

Working with your CPA

Gain/loss harvesting

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Business Owners & Succession Planning

Company and individual
retirement plans

Buy/Sell agreement

Life Insurance

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Executive
Compensation Strategies

Bonus plans — cash or stock

Restricted stock grants

Stock options

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Our Team


Founded in 1980, Future Financial is a family-orientated practice with more than 90 years of
combined experience serving clients. Our specialized training in financial
planning and investment management enables us to provide
personalized advice you can trust.

Denny P. Marinich II
PRESIDENT, PRINCIPAL

Dennis P. Marinich
VICE PRESIDENT, FOUNDING MEMBER

Judy Lenihan
ADMINISTRATIVE ASSISTANT



"We believe client relationships
are based on trust and clarity. We use plain language, not industry jargon, to ensure you understand expectations and how your wealth is managed"

Lisa Brisbin
ADMINISTRATIVE ASSISTANT

EDIT TEAM HERE

DENNIS P. MARINICH II

President, Principal

(513) 817-3133 denny@future-financial.net

Denny joined the firm in 1998 after earning a Bachelor of Science degree from Cornell University's School of Hospitality Administration.  He has advanced investment management training from the University of Pennsylvania's Wharton Business School as well as designations from the College for Financial Planning.

Denny is a co-portfolio manager of the firm; actively advising clients and managing their investments.  He develops, monitors, and coordinates the financial planning process for clients.

Denny and his wife Ashley, a special education administrator in the Sycamore School District, are active in the Cincinnati community and help many local organizations such as the Barrett Cancer Foundation, Habitat for Humanity, Crayons for Computers, All Pro Dads, Blue Ash Community Church and Operation Giveback.  Their daughters, Olivia and Elizabeth, both attend Sycamore schools and are actively involved in sports and other extracurricular activities.  

Educational Background

  • 1997 - Bachelor of Science, Cornell University School of Hospitality Administration

Professional Background

  • 01/2018 - Present  Future Financial Wealth Management Group, LLC, President and CEO
  • 05/2016 - 01/2018  Wells Fargo Financial Network, Financial Advisor
  • 12/2005 - 05/2016  Wells Fargo Advisors, Financial Advisor
  • 05/1998 - 12/2005  Advest, Inc., Financial Advisor
  • 08/1997 - 05/1998  Prudential Securities, Financial Advisor

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 41 years. Dennis earned a Bachelor of Science degree from the University of Rochester in 1972.  In addition, Dennis has earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.

Dennis is the senior portfolio manager of the firm; actively advising clients and managing their investments.  He splits his time between the Cincinnati and Sarasota offices.

Dennis and his wife Lillian lived in the Cincinnati community for over 41 years and now split time between Ohio and Florida.  He has two children, Denny and Shiloh, and is the proud grandfather of Jack, Nick, Olivia and Elizabeth.  Dennis enjoys golf, racquetball and spending time with his family.

Educational Background

  • 1974 - Bachelor of Science, University of Rochester (NY)

Professional Experience

  • 01/2018 - Present  Future Financial Wealth Management Group, LLC, Vice President and Founding Member
  • 05/2016 - 01/2018  Wells Fargo Advisors Financial Network, LLC, Financial Advisor
  • 12/2005 - 05/2016  Wells Fargo Advisors, Financial Advisor 

JUDY LENIHAN

Administrative Assistant

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

Judy joined the firm in 2018 and assists part-time with client service and operations. Prior to joining the firm, Judy served as an office manager for Sycamore High School for ten years before retiring in 2016.  Bringing her 30 years of administrative experience, she assists with computer software development and project management.   

Outside of Future Financial, Judy serves as a volunteer at West Chester Hospital in the trauma unit as well as assisting at the front information desk.  She also volunteers with Animal Friends Humane Society as a dog walker and also assists in a variety of positions at her church.

Judy resides in West Chester and has been an active member of the community since moving there.  Judy has a daughter and two grandchildren and lives just a short distance from them.   She also has a son who lives in Leesburg (VA) who she travels to see several times per year.  Attempting to evade some of Ohio's winter, Judy spends four weeks in Jensen Beach (FL).  

Educational Background

  • Bachelor of Science, Eastern Michigan University
  • Post-Graduate Work, Bowling Green State University

Lisa Brisbin

Administrative Assistant

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

Lisa joined the firm in 2018 and also works part-time in client service and operations.  Prior to joining Future Financial, Lisa worked for over 30 years with the Ohio Bureau of Workers' Compensation (OBWC).  She held various positions with OBWC with her most recent being Training Manager responsible for the coordination of employee programs and management of employee learning records.  Her early years with OBWC were spent in the accounts receivable and budget departments. 

While working for OBWC, Lisa lived in and around the Greater Columbus area for 30 years.  Lisa and her husband Bill currently reside in Maineville and moved there in 2017 to be closer to Bill's three children - Taylor, Ryan and Brianna.  Outside of work, Lisa volunteers for her church in various capacities including teaching Sunday School and Vacation Bible School. She also enjoys travel, roller coasters, concerts and Cincinnati Bengals football.  


Educational Background

  • 2007 - Bachelor of Science in Business Administration, Mount Vernon Nazarene University
  • 1987 - Associate of Science in Accounting, Marion Technical College


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MISSION STATEMENT

We provide comprehensive financial planning and advisory services while always placing your financial interests first. This is based on a set of principles that are explicitly focused on our clients and designed to help ensure the success of each client. We apply fundamentally diligent processes that are repeatable and value driven. Our mission is to enrich our clients with attractive investment returns, proactive and strategic advice, decisive action, and a commitment to integrity and excellence.


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