Jason Ramage, CFP®

Know Your Why | Integrate your work and money with a life well lived

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TouchPoint Wealth Partners Jason Ramage, CFP®
Cincinnati, Ohio

Serving Clients Nationwide

Know Your Why | Integrate your work and money with a life well lived

Areas of Focus

  • Budgeting
  • Catholic Values Investing
  • Employee Stock Options
  • Financial Life Planning
  • Retiring Early (F.I.R.E)

About Me

Hi! I'm Jason Ramage. I grew up knowing all the "right" answers about money. Yet, graduated college without a plan, racked up credit card debt and cashed out an IRA to pay it down. (Yes, I knew better.) While digging out of that hole, I learned money and budgets are just abstract numbers on a page until we integrate them with purpose and a life of intentionality.

Now that I have a toddler, I'm loving the "Why?" questions about most everything in life. I believe a good plan begins with discerning your why. And if you have no idea, all the more reason to start.

I'm proud to serve our profession as a board member of the Southwestern Ohio chapter of Financial Planning Association (FPA) and through community involvement in me neighborhood community council, business chamber, and Knights of Columbus.

Feel free to schedule a time to chat. Thanks for stopping by!

Professional Designations



  • CFP Board
  • Financial Planning Association

Primary Location

4605 East Galbraith Road, Suite 200 Cincinnati, OH 45236

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Commissions
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Our intro meeting is a time to learn about each other, the money questions or pain points that are leading you to seek advice, and finding out if we're a great fit. My goal is to provide value regardless of whether we work together.

Offers Investment Management


About our Firm

TouchPoint Wealth Partners is a wealth advisory firm with roots in Cincinnati, Ohio, that is dedicated to walking with clients through life transitions and achieving financial goals. Our goals-based financial plans are tailored to each client's needs, ensuring you have the cash flow today and throughout your life to support your goals.

Advisory Services are offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor.
Securities are offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201
TouchPoint® Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


University of Louisville, Bachelor of Science in Finance

Hobbies and Interests

  • Baseball
  • Board Games
  • Camping
  • Church
  • Cooking
  • Cycling
  • Eating Out
  • Family
  • Gardening
  • Hiking
  • Pickleball
  • Reading
  • Traveling
  • Volunteering

FINRA Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Christians
  • Entrepreneurs
  • Financial Independence Retire Early (FIRE)
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Immigrants
  • Investors
  • Living in Retirement
  • Muslim
  • Newly Engaged / Newlywed
  • Parents
  • Physicians
  • Remote Workers
  • Special Needs
  • Young Families

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