Walt Lunsford is the Managing Partner, President/CEO, and Founder of 9258 Wealth Management, a registered investment advisory firm in Cincinnati, OH. Walt is also the Executive Director of the Hatton Foundation, an independent grant-making foundation. Walt has been a wealth management advisor since 1984.
Walt is from Fairfield, Ohio. He attended Capital University in Columbus, Ohio and graduated from Miami University in Oxford, Ohio where he studied business finance, business management, and received a Bachelor of Arts in psychology. He also attended the Advest Institute at Harvard University, and he received a certificate in financial planning from Xavier University in Cincinnati, Ohio.
With over 35 years of professional experience, Walt has an extensive and diverse background in individual and corporate wealth management, finance, tax planning, corporate retirement planning, and intergenerational wealth transfer. Walt is also a member of the Investment Management Consultants Association. In January of 2018, he founded 9258 Wealth Management as the crescendo of his career. Since then, the company has expanded from 4 to 27 employees across three offices and continues to grow.
Walt has been the Executive Director of the Hatton Foundation since its inception in 1997. The organization was created by E. Kenneth Hatton, M.D. and supports local and national charities. The foundation’s goal is to make a positive influence on the lives of the disabled and handicapped, the poor and homeless, and those with little hope and extreme need.
Walt is also the president and founder of the Lunsford Cattle Company LLC and Lunsford Ridge Farm LLC which he started in 1997. The farms are located in Northern Kentucky. The operation has grown into a 1,000-acre working cattle farm as well as a processed beef and honey business.