Perfect Stride

LCNB Wealth
Helping your success find its perfect stride.
Overview

Let’s get you where you need to be

Our team respects how hard you've worked to build your wealth, and we respect the value of your time. That's why we help set your wealth strategy in the direction of your unique goals and priorities.

You'll never have to wonder if we're working to support your success between check-ins. We'll get to know your preferences and tolerances to set the perfect pace for growth.

Contact us today.

 

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Do you already have a wealth relationship at another institution?
Our Difference +
Are you exploring a wealth management relationship for the first time?
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Do you already have a wealth management relationship with LCNB?
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Trust & Investment Services

It's time for all your hard work to start working for you. While our Trust team excels at structuring, maintaining, and growing your assets, our Investment team works to grow your portfolio for long-lasting security.

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Protect Today

Our Trust Professionals will help you sidestep pitfalls and seize new opportunities for yourself and your business.

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Capitalize on Tomorrow

We know what your success means to you and your family. We listen to your vision for the future and work to bring it to life.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LCNB National Bank and LCNB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LCNB Investment Services, and may also be employees of LCNB National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LCNB National Bank or LCNB Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, IA, IN, IL, KY, LA, MD, NC, NJ, OH, SC, TX, VA & WV.

Dedicated Fiduciary Professionals

Our team isn’t tied down by rigid internal benchmarks, and they aren’t compensated by selling you products you don’t need. Their motivation is your success, and their goal is to help you sleep better at night, knowing your future is more secure.

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LCNB National Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS