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Nicholas R. Groman, Esq., CFP^®

Nicholas R. Groman, Esq., CFP^®

Since 2023, Nicholas has been a wealth advisor for Concentric Wealth Management specializing in comprehensive wealth planning. This includes areas such as estate planning, insurance planning, cash flow management, retirement planning, and more. With degrees from Mount Saint Joseph (Bachelors), Xavier (MBA), and Northern Kentucky (Law Degree), Nicholas is also a certified financial planner, a barred attorney in Ohio, and is currently pursuing his chartered life underwriter (CLU) designation.

Nicholas holds Series 7, Series 63, Series 66, and insurance licenses and is an expert in working with physicians, professionals, and small business owners. Prior to Concentric Wealth Management, Nicholas gained expertise in the wealth management realm with stints at HORAN, MAI Capital Management, and Fidelity Investments.

Nicholas resides in Mason, Ohio, with his wife Erica, who is an estate planning attorney, as well as their three boys—James, Thomas, and Daniel. In his spare time, you’ll find him coaching his kids in sports, working out, and watching a wide-array of sports including tennis, golf, soccer and the Green Bay Packers—in which he’s a shareholder.

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