At Gearhart & Associates, we provide our clients with insightful resources in hopes of creating more informed investors and well-rounded experiences. Whether you are trying to understand your account statements or attempting to sign a document electronically, we want to give you the tools to be successful.


Client Access Interactive Demo

Client Access Vault

DocuSign: Signing Documents Online

A Guide To Your Statement

Tax Reporting

If you need further assistance, please contact us at or call 513-985-3450.