Financial Advisors in or around Cincinnati, Ohio

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Profile

Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:

$800K

Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

WiserAdvisor >   Ohio >   Cincinnati 

Premium Financial Advisors Listing

Jerry Naber - Bill Wittich, Financial Advisor from Cincinnati, Ohio

Jerry Naber - Bill Wittich

Distance: 6 miles

Established 1979 Money Concepts has been providing Financial Planning and Wealth Management platforms,designed to discover the best solution for each of our unique clients. Money Concepts has grown to more than 900 offices throughout North America, Europe and the Pacific Rim. We believe in a very active, disciplined approach to money management. "...

Robert Jung, Financial Advisor from Cincinnati, Ohio

Robert Jung

Distance: 8 miles

Welcome to the Crew Capital Management. We believe that "Long-Term investment success" is founded on the following: 1) A potion of your investments need to be in equities (stocks) 2) Your portfolio must be diversified in non-correlated assets classes 3) You must re-balance to you target allocations - creates a "buy low sell high" mandate In a...

Al Osgood, CFP®, MBA , Financial Advisor from Cincinnati, Ohio

Al Osgood, CFP®, MBA

Distance: 9 miles

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of ...

Thomas Nemec, Financial Advisor from Cincinnati, Ohio

Thomas Nemec

Distance: 11 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Chris Wright, Financial Advisor from Cincinnati, Ohio

Chris Wright

Distance: 12 miles

Center for Wealth Management, provides wealth management and investment planning services for individuals, trusts, corporate and qualified pension accounts through LPL Financial. Center for Wealth Management was founded as a financial services firm offering professional wealth management to midsize investors, primarily in our local community. Over...

Shawn Keller, Financial Advisor from Cincinnati, Ohio

Shawn Keller

Distance: 12 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Tom Neess, Financial Advisor from Cincinnati, Ohio

Tom Neess

Distance: 20 miles

I serve my clients by listening to how they feel about their circumstances and equipping them with the ability to view issues from different perspectives so that they may weigh those fairly in helping them make good decisions for themselves....

Other Financial Advisors Listing

Edward, Michael Haberer, Financial Advisor from Cincinnati, Ohio

Edward, Michael Haberer

Haberer Registered Investment Advisor Inc

Mark Kleespies, Financial Advisor from Cincinnati, Ohio

Mark Kleespies

THOR Investment Management, Inc

As a wealth management firm, THOR is focused on meeting the many financial needs of our clients. We want to be their “financial quarterback.” The combination of our in-house experience and the relatio...

Dan Cuprill, Financial Advisor from Cincinnati, Ohio

Dan Cuprill

Matson & Cuprill, LLC

We are a wealth coaching firm dedicated to helping people overcome the myths of investing and financial planning. For years Wall Street firms have perpetuated the belief that stocks can be selectiv...

Selecting the Right Advisor

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only