Nicholas R. Groman, Esq., CFP®
Nicholas Groman is a Senior Wealth Advisor at Concentric Wealth Management, where he specializes in comprehensive wealth planning for high-income professionals, physicians, and small business owners. His areas of expertise include estate planning, insurance strategy, cash flow optimization, retirement planning, and overall financial stewardship.
In recognition of his professional accomplishments and community impact, Nicholas was named a 2025 “40 Under 40” honoree by the Cincinnati Business Courier.
Nicholas brings a multidisciplinary background to his role, holding a Bachelor’s degree in Economics from Mount St. Joseph University, an MBA in Finance from Xavier University, and a Juris Doctor from Northern Kentucky University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a licensed attorney in the state of Ohio, and is currently pursuing the Chartered Life Underwriter® (CLU®) designation to further deepen his knowledge in insurance and estate planning.
He holds the Series 7, 63, and 66 securities licenses through LPL Financial, as well as insurance licenses, and has gained valuable experience with leading firms including HORAN, MAI Capital Management, and Fidelity Investments.
Nicholas lives in Montgomery, Ohio, with his wife Erica, an estate planning attorney, and their four children. Outside the office, he enjoys coaching youth sports, staying active, and following a wide range of sports—including tennis, golf, soccer, and cheering on his beloved Green Bay Packers, of which he is a proud shareholder.