Merrill
47yrs
Top advisor by experience in Cincinnati
10yrs
Based in Cincinnati, Ohio, Eric Loftus is a financial advisor with 10 years of industry experience. Eric joined Wealth Dimensions Group in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Eric holds the CFP® designation.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office7870 E Kemper Road Suite 210, Cincinnati, OH 45249
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.56 million
Advisors at the firm9
States licensed ?1 state
Services through Wealth Dimensions Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – now
- 2017 – nowWealth Dimensions Group, LTD.Current firm
Contact Eric
(513) 554-6000Wealth Dimensions Group main office 7870 E Kemper Road Suite 210Cincinnati, OH 45249Office · Get directions LinkedIn pageWealth Dimensions Group
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Wealth Dimensions Group at (513) 554-6000 and ask for Eric Loftus. Eric works from the Cincinnati, OH office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Eric hold?
No exams are listed on the official record.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
Wealth Dimensions Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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