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Portfolio Size of 100K and
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Mason, Ohio, is known for its strong local economy, excellent schools, safety, and family-friendly amenities, making it ideal for professionals and families. With a growing business sector, proximity to Cincinnati's financial hub, and a lower cost of living compared to major metropolitan areas, Mason offers unique opportunities for wealth-building and an ideal place to put down your roots. Whether you're planning for the future, managing investments, or preparing for retirement, working with the best financial planner in Mason, OH can help you create a solid financial roadmap for the future.
The city is home to several quality financial advisors however, finding the top fiduciary financial advisor in Mason, OH can be a challenge. WiserAdvisor makes the process easier by matching you with 2-3 vetted financial professionals who align with your specific financial goals. Whether you're seeking the top portfolio manager in Mason, OH to manage your investments, or looking to protect your assets, our trusted advisors can help create personalized strategies to meet your specific needs.
For over two decades, we have maintained a trusted directory of financial advisors who meet strict industry standards. Having a financial advisor who can understand your specific financial situation and create the best retirement plans in Mason, OH, to take care of your retirement needs would go a long way toward securing a comfortable retirement. Do note that the service is free, and you have no obligation to hire.
Mason
has
10
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Mason,
Ohio
have an average of
29
years of experience.
NOTE: The list of vetted financial
advisors in
Mason,
Ohio
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Mason, Ohio.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Rick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC® SCHEELER FINANCIAL GROUP 9078 Union Centre Blvd, Suite 202, West Chester, OH 45069 |
22 Years | Not Specified | $500,000 | Fee-Based |
|
Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF) TOTAL WEALTH PLANNING 4665 Cornell Rd, Suite 160, Cincinnati, OH 45241 |
35 Years | $1,000,000 | $5,000 | Fee-Only |
|
Edelman Financial Engines, LLC
100 East Business Way, Summit Woods I Building, Suite 360, Cincinnati, OH 45241 |
Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only |
|
Retirement Corporation of America
AWMA®, CFP®, CRPS®, CRPC®, APMA® 10300 Alliance Road, Site 100, Cincinnati, OH 45242 |
37 Years | $70,000,000,000 | $100,000 | Fee-Based |
|
Dan Brown
CWS NATIONAL WEALTH MANAGEMENT GROUP / LPL FINANCIAL 11260 Chester Rd Suite 250, Cincinnati, OH 45246 |
26 Years | $40,000,000 | $25,000 | Fee-Based |
| Not Disclosed | $249,000,000 | $500,000 | Fee-Only | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| Not Disclosed | $0 | Not Specified | Fee-Based | |
|
Doug Kinsey
CFP®, CIMA®, AIF® ARTIFEX FINANCIAL GROUP, LLC 2305 Far Hills Avenue, Suite 206, Dayton, OH 45419 |
25 Years | $300,000,000 | $1,000,000 | Fee-Only |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only |
Qualifications
CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
9078 Union Centre Blvd, Suite 202,
West Chester,
OH
45069
Phone Number
513-883-6100
My objective is to help my clients gain a sense of clarity about their future, build a financial plan to get there and then implement by investing in the future. We care deeply about our clients - it is so much more than business to us. We take their success personally. Trust is essential for every relationship to be prosperous which is why I take the time to get to know the people I work with personally. As an independent advisor, the client is my sole consideration. I am committed to my candor, empathy, and dedication when prioritizing values and creating a holistic long-term plan.
We are an INDEPENDENT ADVISORY FIRM which allows us to be FOCUSED ENTIRELY ON YOU. We exist to provide a one-of-a-kind, high-end concierge experience. WE CARE PERSONALLY ABOUT YOUR SUCCESS!
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
4665 Cornell Rd,
Suite 160,
Cincinnati,
OH
45241
Phone Number
513-984-6696
As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook. As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master's in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave's background and experience includes: - 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service. - Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association. - Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired - Five-Star Advisor through Paladin Registry - 2008 Reuters Top Advisor - Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States. Villanova University Bachelor of Science, Accounting Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.
For over 35 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.
Advisory Services Provided:
Financial Advice & Consulting
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
100 East Business Way, Summit Woods I Building,
Suite 360,
Cincinnati,
OH
45241
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 6315979
Firm CRD# 283816
Series 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
10300 Alliance Road, Site 100,
Cincinnati,
OH
45242
Phone Number
513-769-4040
RCA traces its roots back to 1988, when the original advisory firm was formed by the Kiley family. From the very beginning, the RCA vision was focused on a disciplined process of helping clients create a customized Family Master Plan. This plan defines financial and lifestyle objectives and outlines specific investment strategies for helping accomplish those objectives. To this day, the same principles apply as RCA focuses on helping you define and reach your goals. Our purpose is to help provide a path, connecting you to the future you desire- whether you're investing for financial growth, preparing to send kids or grandkids to college, planning for your retirement, or working toward some other goal. We can help you understand your financial options, while addressing key risks you may face, to help build your achievable strategy. RCA'S dedicated and passionate team will work hard on your behalf to help bridge the gap between where you are and where you want to go. As your situation or objectives change, we will be here for you to discuss ways to adapt your Strategy.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
11260 Chester Rd Suite 250,
Cincinnati,
OH
45246
Phone Number
513-391-3187
I started in the financial services business in 1996 ( Investments and Insurance). I became securities licensed (series 6,63,66, and 7) a few years later. I specialize in creating financial plans for individuals and families, and recommending the appropriate investments to help my clients achieve their goals. I received my Certified Wealth Strategist CWS designation in 2015.
LPL was Founded in 1989 , and currently has over 18,000 advisors, 800 financial partners , and Fortune 500 Company.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5169351
Firm CRD# 304207
Compensation/Fee Fee-Only
Office Location
2955 Exchange Place Blvd,
Miamisburg,
OH
45342
Phone Number
937-567-0646
We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life. We serve clients locally in our hometowns of Dayton and Cincinnati, Ohio, and across the United States through virtual and secure meetings. We draw on expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. As a fee-only and fiduciary financial firm, our team at Birchcreek Wealth Management is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice. Schedule a Call. We'll get to know each other, discuss how our process works, and review next steps.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
10100 Innovation Drive,
Suite 160,
Miamisburg,
OH
45342
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 7844143
Firm CRD# 171919
Series 7, 65, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
50 E. Rivercenter Blvd,
Suite 301,
Covington,
KY
41011
Phone Number
859-888-0356
Journey Advisory Group is a family and employee-owned firm. Launched in 2013, Journey Advisory Group is a SEC Registered Investment Adviser* specializing in investment management and financial planning. We partner with our clients to meet the needs of their life's journey: wealth management, college, retirement and estate planning, tax management and insurance. Clients are often faced with the unappealing choice between small, independent firms lacking expertise and depth, and large, impersonal, unresponsive organizations. Journey provides a unique alternative: sophisticated planning and investment expertise combined with exceptional personalized service.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
2305 Far Hills Avenue,
Suite 206,
Dayton,
OH
45419
Phone Number
855-752-6644
Doug Kinsey CFP®, CIMA®, AIFA® Partner Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio. Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has received his master's of liberal arts in management degree from Harvard University in 2020. Doug's passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor. Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $300,000,000 in assets and serves 300 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, estate planning, tax preparation and planning and private market investments for accredited investors.
Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are. In addition to general financial planning advice, we provide tax preparation and planning; investment management; pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of other services. We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of expertise that we can put to work for you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
7310 Turfway Road,
Suite 550,
Florence,
KY
41042
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 61 | 30605 | $19,647,408,985 | A percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION) |
|
| 8 | 298 | $207,174,727 | A percentage of AUM, Fixed fees |
|
| 8 | 909 | $150,014,103 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
To find the best financial planner in Mason, OH for your needs, first, determine if you need help with retirement planning, investment management, tax management, debt management, or any other financial service. Look for advisors with certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA). Choose a top fiduciary financial advisor in Mason, OH, as fiduciaries are legally obligated to act in your best interest.
Next, compare financial advisor costs in Mason, OH, including flat fees, hourly rates, or asset-based fees. Search for client testimonials, online reviews, and referrals to assess the advisor's reputation. Use online platforms like WiserAdvisor to search for vetted financial advisors. Lastly, meet with potential advisors to discuss your financial goals, investment preferences, and risk tolerance before making a decision.
Choosing a top fiduciary financial advisor in Mason, OH offers several advantages. Fiduciary advisors are legally obligated to act in your best interest, ensuring unbiased recommendations and conflict-free advice. They typically use fee-only compensation models, eliminating conflicts of interest tied to commissions. They provide comprehensive services, including retirement, estate, and tax planning.
Additionally, fiduciaries prioritize suitable investment strategies rather than promoting proprietary products. They adhere to strict ethical and legal standards, offering greater protection for clients. You can rest assured that your financial well-being is a fiduciary's top priority.
When selecting a financial planner in Mason, OH, consider advisors with reputable certifications, such as:
A financial advisor in Mason, OH plays a crucial role in retirement planning and income distribution in several ways. They assess your future expenses, income sources, and lifestyle goals to determine your retirement savings target. They help you determine the optimal time to claim Social Security benefits to maximize your monthly income.
A top portfolio manager in Mason, OH creates and adjusts your investment portfolio to support long-term growth and income stability. They develop withdrawal plans to minimize taxes, using strategies such as Roth conversions and tax-loss harvesting. In addition, advisors guide you on managing pension distributions and evaluating annuity products based on your goals. The best financial planners in Mason, OH, can help you create a secure and tax-efficient retirement income plan.
The key differences between a financial advisor and a portfolio manager in Mason, OH, include:
A financial Advisor provides comprehensive financial planning services, including retirement, tax, estate, and insurance planning whereas a portfolio manager specializes in investment management, focusing on building and maintaining your investment portfolio.
While financial advisors work directly with clients to create personalized financial plans and provide ongoing support, portfolio managers, on the other hand, typically manage large investment portfolios and may have less direct client interaction.
Financial advisors charge flat fees, hourly rates, or AUM-based fees whereas portfolio managers often charge AUM-based fees (e.g., 1% of portfolio value) for investment management.
Financial advisors offer holistic financial guidance while portfolio managers focus on investment strategies and portfolio performance.
Financial advisors in Mason, OH stay on top of financial regulations by pursuing education courses to maintain certifications (e.g., CFP, CFA) and upgrade their skillset. They also attend industry conferences and seminars to stay informed on regulatory changes and industry trends.
In addition, they remain active members of organizations like the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA). Advisors also keep a tab on updates from the SEC, FINRA, and IRS to ensure compliance with the latest financial regulations and use regulatory platforms to stay compliant and monitor client portfolios effectively.
