Jason Steeber
Financial Advisor
Frye, Coleman, Schweinhart & Associates
Merrill Lynch Wealth Management
Jason is a Cincinnati-based financial advisor dedicated to helping individuals, families, and business owners build smarter financial futures. He takes a personalized, relationship-first approach—working closely with each client to fully understand their goals, priorities, and long-term vision.
By investing the time to learn about his clients’ families, businesses, and financial aspirations, Jason delivers tailored strategies that go beyond one-size-fits-all advice. His areas of expertise include investment management, retirement planning, and financial strategies for small business owners.
Clients choose Jason for his hands-on guidance, clear communication, and commitment to delivering practical, results-driven financial solutions. Whether you're planning for retirement, growing your investments, or navigating complex financial decisions, Jason provides the insight and support you need to move forward with confidence.
Outside of the office, Jason enjoys golfing, bowling, and spending time outdoors—bringing the same focus and discipline to his personal interests as he does to his clients’ financial success.
The Frye Coleman Schweinhart Team
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Contact information
Work With Jason
Jason Steeber takes a personalized, client-first approach—getting to know your goals, family, and financial priorities so every recommendation is tailored to you. With experience in investment management, retirement planning, and small business strategies, he provides clear guidance and hands-on support to help you make confident financial decisions.
Backed by the Strength of Merrill Lynch
As part of Merrill Lynch, Jason offers clients access to powerful research, diverse investment solutions, and the stability of Bank of America—combining personalized advice with world-class resources.
Learn more about Jason here.
Ready to Make a Plan?
Whether you’re just starting your financial journey or looking to refine your current strategy, Jason Steeber is here to help you move forward with clarity and confidence.
Contact Jason today to schedule a conversation and learn how you can build and strengthen your financial future here in Cincinnati.
