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Portfolio Size of 100K and above
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Accuracy: We match you to vetted advisors that closely align with your needs.
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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
A densely populated state like Ohio has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Ohio and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Ohio
has
13
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
2208
non-vetted advisors in your local area. These financial advisors in
Ohio
have an average of
22
years of experience.
NOTE: The list of financial
advisors in
Ohio
mentioned below do 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
Ohio.
| List of Qualified Financial Advisors in Ohio | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Brian Maher
LC WEALTH MANAGEMENT 16453 S Red Rock Dr, Strongsville, OH 44136 |
23 | Not Specified | 100,000 | Fee-Based |
| James Elios
CLU®, ChFC® ELIOS FINANCIAL GROUP, INC. 30700 Center Ridge Road, Westlake, OH 44145 |
25 | $1000000 | $250,000 | Fee-Based |
| Karla Stanton
CFP®, AIF®, ChFC® ENGLER, GARROW & ROTH, LTD 1645 Indian Wood Circle, Ste.102, Maumee, OH 43537 |
16 | Not Specified | $100,000 | Fee-Based |
| Michael Kelsey
LPL FINANCIAL 425 Metro Place North #620, Dublin, OH 43017 |
20 | $10000000 | $25,000 | Fee-Based |
| Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF) TOTAL WEALTH PLANNING LLC. 4665 Cornell Rd, Suite 160, Cincinnati, OH 45241 |
30 | $520M | $5,000 | Fee-Only |
| Rick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, ChSNC®, CAP®, AEP®, CLU®, ChFC® SCHEELER FINANCIAL GROUP 9078 Union Centre Blvd, Suite 202, West Chester, OH 45069 |
21 | Not Specified | Not Specified | Fee-Based |
| Brian Mills
CFP® MILLS FINANCIAL PLANNING,INC. 5910 Wilcox Place, Suite F, Dublin, OH 43016 |
27 | $33m | $100,000 | Fee-Based |
| Dan Brown
CWS® NATIONAL WEALTH MANAGEMENT GROUP / LPL FINANCIAL 11260 Chester Rd Suite 250, Cincinnati, OH 45246 |
26 | $40,000,000 | $25000 | Fee-Based |
| Doug Kinsey
Certified Divorce Financial Analyst(CDFA), CFP® ARTIFEX FINANCIAL GROUP, LLC 2305 Far Hills Avenue, Dayton, OH 45419 |
25 | Not Specified | Not Specified | Not Specified |
| Kevin Kroskey
MBA, CFP® TRUE WEALTH DESIGN, LLC 700 Ghent Road, Suite 100, Akron, OH 44333 |
15 | Not Specified | $250,000 | Not Specified |
| Allworth Financial
CFS® ALLWORTH FINANCIAL 7890 E. Kemper Road, Suite 200, Cincinnati, OH 45249 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
| Axim Planning & Wealth
AXIM PLANNING & WEALTH 4 Sycamore Creek Drive, Springboro, OH 45066 |
Not Disclosed | 119,286,410 | Not Specified | Not Specified |
Qualifications
CRD# 2877392
Firm CRD# 39543
Series 6, 7, 24, 63, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
16453 S Red Rock Dr,
Strongsville,
OH
44136
Phone Number
440-376-2782
In my 23 years as a financial advisor, I strive to improve the financial well-being of my clients through holistic wealth planning. By getting to know my client's needs, wants, and wishes I am able to create a financial plan to achieve their vision of the perfect retirement. Together we will routinely monitor progress and review your plan to ensure financial success.
Services Include:
1. Develop actionable plans for: Asset Management, Tax Efficient Retirement Income, Incapacity, and Legacy Wealth Transfer
2. Dedication to helping clients work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness
3. Work with 401(k), 403(b), defined benefit and 457(b) plans
Brian lives in Strongsville, Ohio and has two children who attend Xavier University and Walsh Jesuit High School. Brian is an active member of the Strongsville City Club which contributes to the vibrancy of the city and supports local Special Olympians along with their families. In his free time he enjoys coaching his children's soccer and basketball teams. Brian is always up for a round of golf with friends and family.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
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, Insurance Products & Annuities
Qualifications
CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
30700 Center Ridge Road,
Westlake,
OH
44145
Phone Number
440-617-9100
He graduated from Bowling Green State University with a Bachelor of Science in Business Administration (BSBA) with a concentration in marketing and finance. He obtained an MBA from Baldwin Wallace University. He has also obtained the designations Chartered Financial Consultant® (ChFC®) and Charter Life Underwriter (CLU®) from The American College in Bryn Mawr, PA. He is a licensed securities professional through FINRA, holding the Series 7 24, 63 as well as a licensed insurance agent through the Ohio Department of securities. He has more than 26 years experience in the Financial Services industry, including retail banking with National City Bank, Cleveland, as financial planner with Lincoln Financial Advisors, as well as founder of Elios Financial Group, in 2000. Jim is a frequent public speaker on financial planning issues, the economy and financial markets, providing workshops for companies, government, non-profits and charity organizations including the Social Security Administration, Lincoln Electric, AT&T, and Fairview Hospital/Cleveland Clinic. He has contributed as a columnist for the Plain Dealer "Ask the Expert" feature column. Jim has made many local Cleveland media appearances including television on Action Channel 19 News and radio on The Lannigan Show 105.7 WMJI. He completed a due diligence trip to Asia, including Singapore, Hong Kong, and China, where he gave a lecture to students at Zhejing University City College in Hangzhou, China. Jim resides in Avon Lake with his wife and their 3 children and is a lifelong resident of Cleveland and a graduate of North Olmsted High School.
Elios Financial Group, founded in 2002, is a financial planning and investment management firm (wealth management) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan. We use the latest of technology to create customized financial plans and investment portfolios to help clients pursue their financial goals. We are unconstrained in independence and flexibility in offering financial advice and investment management services. WE ARE PASSIONATE ADVOCATES OF SMART MONEY MANAGEMENT. MISSION: ENVISION | ENLIGHTEN | ENRICH We build long-term relationships by helping clients Envision their dreams, Enlighten them to make informed financial decisions through education, and provide service which ultimately Enriches their lives. VALUE PROPOSITION We provide highly personal and customized service with the ability to analyze complex situations and offer sophisticated solutions and advice on an objective, mutual beneficial and professional manner.
Advisory Services Provided:
Financial Planning, Investment Advice & Management, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4885960
Firm CRD# 14303
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
1645 Indian Wood Circle,
Ste.102,
Maumee,
OH
43537
Phone Number
419-794-0550
As the mother of three active children, Karla understands the challenges families face in balancing daily life while saving for the future, and she believes that developing a financial plan can be the roadmap every family needs to gain confidence in driving their financial future. Karla provides clients with comprehensive financial planning, investment management programs, and insurance-related services. As an active member of the Lenawee County community for over twenty years, Karla currently resides with her family at Devils Lake. She holds a Bachelor of Arts degree in Marketing from Siena Heights University where she served as president of Student Senate. Karla is licensed as a registered representative of Sigma Financial Corporation and as an investment advisor representative of Sigma Planning Corporation.
Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®. John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation. The members of our firm have various active memberships in professional organizations, such as the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations. Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans. You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning
Qualifications
CRD# 4292753
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
425 Metro Place North #620,
Dublin,
OH
43017
Phone Number
614-419-1503
Michael Kelsey is an Investment Advisor Representative working at LPL Financial LLC in Dublin, OH and has over 14 years of experience in the finance industry. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. As a seasoned financial advisor, Michael Kelsey offers a process driven approach for strategic financial guidance to individuals, executives, and business owners in areas from wealth accumulation through wealth distribution. Michael is enthusiastic about guiding his clients and strives to build a reputation founded on honesty and integrity.
Primarily, we are committed to the individual. We believe in building trustworthy relationships that allows us to truly get to know our clients. We like our clients, and we enjoy working with them. By taking a process driven approach, we can get to know and understand our clients' unique and complex needs. By putting the relationship first, we can offer a client driven experience, one that is guided to each of our client's values and objectives with the ability to adjust to changes along the way.
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# 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 30 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
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# 2071799
Firm CRD# 10299
Series 6, 7, 63
Compensation/Fee Fee-Based, Hourly, Commissions
Office Location
5910 Wilcox Place,
Suite F,
Dublin,
OH
43016
Phone Number
614-504-0402
Brian has more than 30 years of experience. He holds the following securities registrations: Series 6, 7, and 63, as well as the Ohio Life/Health insurance licenses. He has experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA. He is currently teaching financial planning courses at Franklin University as an adjunct professor.
We provide comprehensive financial planning services for those retired or planning to retire in the next 5 to 10 years. Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as Ohio Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, 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
513-252-6140
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# 1223159
Firm CRD# 140643
Office Location
2305 Far Hills Avenue,
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 completed post-graduate work through the Harvard Business School HBX program. Dougs 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 $100,000,000 in assets and serves 180 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms.
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.
Qualifications
CRD# 5288710
Firm CRD# 143194
Series 65
Office Location
700 Ghent Road, Suite 100,
Akron,
OH
44333
Phone Number
330-777-0688
Bio for Kevin Kroskey, CFP®, MBA: Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida. What is something most don't know about you? I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.
We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in... - RETIREMENT PLANNING - TAX PLANNING - INVESTMENT MANAGEMENT ... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.
Advisory Services Provided:
Retirement Planning, Investment Advice & Management, Tax Advice and Services
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
7890 E. Kemper Road, Suite 200,
Cincinnati,
OH
45249
Phone Number
888-242-6766
Office Location
7890 E. Kemper Road, Suite 200,
Cincinnati,OH 45249
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 319618
Office Location
4 Sycamore Creek Drive,
Springboro,
OH
45066
Phone Number
937-291-2060
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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
Top Financial Advisor Firms in Ohio (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| TOUCHSTONE ADVISORS INC
303 Broadway , Suite 1100, Cincinnati, OH 45202-4203 |
$34,631,984,518 | 36 |
A percentage of AUM |
| CINCINNATI ASSET MANAGEMENT INC
8845 Governor'S Hill Drive , Suite 230, Cincinnati, OH 45249-3317 |
$2,948,407,854 | 7222 |
A percentage of AUM |
| JAMES INVESTMENT RESEARCH INC
1349 Fairground Road, Xenia, OH 45385 |
$1,464,157,338 | 938 |
A percentage of AUM Hourly charges Fixed fees |
| MEEDER ADVISORY SERVICES, INC.
6125 Memorial Dr, Dublin, OH 43017 |
$1,161,295,923 | 4205 |
A percentage of AUM Fixed fees |
| NORTH POINT PORTFOLIO MANAGERS CORPORATION
100 Park Avenue , Suite 200, Orange Village, OH 44122-8201 |
$985,611,161 | 272 |
A percentage of AUM |
| RANDOLPH CO INC
4200 Malsbary Road, Cincinnati, OH 45242 |
$879,873,087 | 152 |
A percentage of AUM |
| VAN CLEEF ASSET MANAGEMENT INC
3201 Enterprise Pkwy , Suite 140, Beachwood, OH 44122 |
$872,555,262 | 637 |
A percentage of AUM |
| ANCORA RETIREMENT PLAN ADVISORS INC.
6060 Parkland , Suite 200, Cleveland, OH 44124 |
$856,421,851 | 168 |
A percentage of AUM Fixed fees |
| INVESTMENT PARTNERS LTD
419 W High Ave, New Philadelphia, OH 44663 |
$695,788,674 | 1576 |
A percentage of AUM Hourly charges Fixed fees |
| TW ADVISORS
1065 E. Centerville Station Road, Centerville, OH 45459 |
$269,549,819 | 490 |
A percentage of AUM |
| CAMBRIDGE FINANCIAL GROUP, INC.
4100 Horizons Drive, Suite 101, Columbus, OH 43220 |
$231,329,546 | 226 |
A percentage of AUM |
| VAWTER FINANCIAL LTD
1161 Bethel Road , Suite 304, Columbus, OH 43220 |
$215,477,134 | 658 |
A percentage of AUM Hourly charges Fixed fees |
| CBIZ RETIREMENT PLAN ADVISORY SERVICES
6801 Brecksville Rd , Door N, Independence, OH 44131 |
$172,370,441 | 62 |
A percentage of AUM Hourly charges Fixed fees Commision Based Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| W&S BROKERAGE SERVICES, INC.
400 Broadway, Cincinnati, OH 45202 |
$20,140,000 | 70 |
A percentage of AUM |
| NATIONWIDE SECURITIES, LLC
10 West Nationwide Blvd , Mailing Code: 5-02-210x, Columbus, OH 43215 |
$0 | 0 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Allred Harris Group Inquire with Allred |
7755 Montgomery Road, 2nd Floor, Cincinnati, OH 45236 | 513-762-5232 |
| Brad Vitucci Inquire with Brad |
7755 Montgomery Road - 2nd, Floor, Cincinnati, OH 45236 | 513-562-8330 |
| Andrew Benson Inquire with Andrew |
7755 Montgomery Road - 2nd, Floor, Cincinnati, OH 45236 | 513-562-8319 |
| Alpha Financial Planning Inquire with Alpha |
6241 Riverside Drive, Dublin, OH 43017 | 614-384-0499 |
| Amy R Edwards Inquire with Amy |
41 South High St, Suite 2700, Columbus, OH 43215 | 614-460-2669 |
| Alex Joseph Inquire with Alex |
41 South High St, Suite 2700, Columbus, OH 43215 | 614-460-2680 |
| B. P. Shelley & Associates Inquire with B. |
9100 Ctr Pointe Dr, Ste 180, West Chester, OH 45069 | 513-642-2506 |
| Bart Metzler Inquire with Bart |
225 Pictoria Dr, Ste 110, Cincinnati, OH 45246 | 513-346-1738 |
| Allan M Poturalski Inquire with Allan |
7311 Crossleigh Court, Toledo, OH 43617 | 419-842-5353 |
| Anderson Financial Strategies Inquire with Anderson |
2500 Kettering Tower, Dayton, OH 45423 | 937-610-9388 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
