Periscope Financial is a Cincinnati-based financial advisory firm founded by Michael Short in 2021. The firm helps individuals and families pursue their financial goals through personalized advice, attentive service, and long-term relationships built on trust and open communication. Its financial planning process includes goal development, gathering and analyzing financial information, presenting recommendations, implementing a plan, and reviewing it regularly. Semiannual meetings help keep plans aligned with clients’ changing needs.

The firm’s investment process considers each client’s risk tolerance and uses research, a broad range of investment options, and strategic and tactical asset allocation to manage risk and support long-term growth. Periscope Financial also offers protection strategies, including life, disability, and long-term care insurance. Estate planning and Medicare planning are available through a licensed affiliated attorney.

The firm emphasizes personal guidance alongside technology, recognizing that financial decisions can involve emotional, family, and other complex considerations. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor.