Keith Hamberg, CFP®
Hi, I’m Keith Hamberg. I’m a Certified Financial Planner™ based in Cincinnati, OH, and I help individuals and families navigate taxes, retirement planning, and financial decision-making without the stress and confusion that often comes with it. My goal is to take complex financial topics and turn them into practical, understandable steps that make sense for your life.
Outside of work, I’m a husband and dad of two. I enjoy exploring the city with my family, chasing after my kids, and finding ways to make everyday life a little more fun.
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Cincinnati, OH
"I begin by listening closely to understand my clients’ goals, priorities, and family dynamics. From there, I help organize their financial picture, explore strategies that align with their life, and build a plan that reflects what’s most important to them."
How can I help?
Retirement Planning
Financial Planning & Analysis
Tax Optimization
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
Monthly recaps on financial markets. Stay in the loop with Keith.
Get to know Keith
Keith Hamberg is a Certified Financial Planner™ based in Cincinnati, OH, with more than a decade of experience helping clients navigate taxes, retirement planning, and comprehensive financial strategies. He focuses on translating complex financial topics into practical, understandable steps, allowing clients to feel organized and informed as they make important financial decisions.
Keith’s approach is centered on clarity, simplicity, and collaboration. He works closely with individuals and families to align strategies around their unique goals, whether that involves retirement planning, investment management, tax optimization, or estate and trust planning.
Outside of work, Keith is a husband and father of two. He enjoys spending time with his family, exploring Cincinnati, and keeping up with the busy, fun pace of family life.
I became a financial advisor because I understand how stressful money can be and how important it is to make thoughtful choices. Growing up in a big family and balancing work while in college taught me the value of planning ahead and understanding the consequences of decisions. Now, I work with families and individuals to help them organize their finances, feel more confident, and enjoy the life they’ve worked for.
I work with people who have spent years building their careers and providing for their families. My clients are often seeking guidance to make sense of their finances, feel in control, and plan for the future they want. Whether it’s retirement planning, investment management, or just gaining clarity over day-to-day finances, I help families feel secure and supported.
I specialize in helping clients approaching retirement navigate complex financial decisions, including managing taxes, investments, and portfolio-based income planning. My work blends growth, risk management, and long-term planning, all centered on clients’ personal goals. The aim is to provide clarity and structure so clients feel informed and prepared for the next chapter of their lives.
Every client is unique, so the strategies I employ are tailored to individual goals and circumstances. For some, the focus is on building and protecting investments to support retirement. For others, it’s planning a legacy for family or supporting charitable causes. Taxes, income planning, and risk management all play a role, and my approach is to integrate these elements in a way that reflects what matters most to each client.
I start every relationship by listening. Understanding your family, goals, and vision for the future is the first step before any recommendations are made. From there, I create strategies focused on tax efficiency, investing, and long-term planning — all designed to align with your life, not just your numbers.
The moments when it all comes together are my favorite. Whether it’s turning in a retirement notice, checking off a long-term goal, or simply enjoying time with family without financial stress, those milestones make the planning process worthwhile. Seeing clients experience those moments is incredibly rewarding.
I chose to work with Savvy because it reflects what I value most: putting clients first, embracing innovation, and maintaining the independence to deliver personalized advice within a collaborative, supportive team. This combination allows me to focus on strategies that make sense for clients while leveraging the expertise of a network of professionals who share the same standards and commitment.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
