Ritter Daniher Financial Advisory LLC

May 2026 bring you health, happiness and many joyful moments! Happy New Year to all!

We wish everyone a peaceful holiday surrounded by those who bring you joy.

From all of us, thank you for being a part of our journey. We wish you and yours a wonderful holiday!

We wish everyone a safe and happy holiday!

Today marks our 26th Anniversary. As we continue to grow we recognize how fortunate we are and would like to say thank you. We appreciate the relationships that we share, and we look forward to many more years of working with, and for, our clients.

We announced some time back that one of our interns from the summer of 2024, Kaylie Wise, joined us upon graduation. Well, let's make that two...

Brad Ritter started his career with us upon graduation from Butler University. He was a double major in Finance and Risk Management & Insurance, and has become very interested in pursuing the CFP curriculum. He will be working as a Support Advisor, assisting our current CFP's and learning the business from the ground up.

Out of our twelve employees we now have two Ritter's, two Daniher's and two Heckle's...

Welcome to the "family" Brad!

We are very excited to announce that Michele Daniher has been named to the Board of Directors of the Bethesda Foundation. Ritter Daniher has been a longtime supporter of the foundation and the groups that they provide philanthropic support to. This includes Hospice of Cincinnati, Fernside: A Center for Grieving Children, and the Bethesda Hospitals.

You can read a piece distributed by the Bethesda Foundation by clicking here: https://static.fmgsuite.com/media/documents/0ad94a6a-eabb-4891-b3db-5fa8de9eae60.pdf?utm_source=Organic&utm_medium=Bethesda+Foundation+June+Updates+&utm_campaign=Bethesda+Foundation+June+Updates

Please join us in congratulating Michele on this honor.

All of us at RDFA wish everyone a safe and happy 4th of July!

Lately, we've been answering a lot of questions from grandparents about 529 plans.

- Can I still open a plan if I'm not the parent?
- Is it worth starting one now, or is it too late?
- What happens if my grandchild doesn't go to college?

529 plans are evolving, and new rules, like the ability to roll unused funds into a Roth IRA, are making them more flexible than ever. Still, they're not one-size-fits-all.

In honor of , our latest article covers the ins and outs of this strategic tool: https://www.ritterdaniher.com/blog/its-529-day?utm_source=Organic&utm_medium=529+Day&utm_campaign=529+Day+%2F+David+D.

Whether you're a parent, grandparent, or someone planning ahead for education, we're here to help.