Sam Rinehart CFP®, CLU®

Sam Rinehart
CFP®, CLU®

Senior Financial Advisor

(937) 433-0233
3131 Newmark Dr   Ste 247
Miamisburg, OH 45342

RINEHART & DAYHOFF

As a Private Wealth Advisor, I possess strong leadership capabilities and years of experience serving the needs of high-net-worth individuals, so I know when to leverage the expertise and knowledge of specialists who focus on everything from retirement, tax and estate planning strategies to insurance and asset management. I also understand the expectations of affluent clients, and I am committed to meeting your expectations while helping you grow and protect your wealth.

I have experience in planning for entire families — from grandparents to grandchildren. Whether the goal is your retirement, your children's education or your parents' health care, I can help you balance your planning and address all of your priorities for the benefit of your family and future generations. I'm particularly adept at nuances relevant to multi-generational affluent families including trust utilization, estate planning and gifting strategies – and I can help you develop discreet and effective approaches for communicating with your parents about these issues as well as their health care needs.

I am licensed and registered to conduct business in OH.
Based on licenses and registrations I hold, I may also conduct certain business in AL, CA, CT, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, NC, NJ, NM, PA, SC, TN, VA, WI.

More people come to Ameriprise for financial planning than any other company.1

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Areas of Focus

  • Investment Advice
  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Charitable Giving

Professional Associations

  • Society of Financial Services Professionals
  • The Financial Planning Association

Community Services

  • Chairman Board of Trustees ARC of Ohio

    1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.


    A financial advisory practice of Ameriprise Financial Services, Inc.

    Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
    CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the
    U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing
    certification requirements.