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Find the Best Financial Advisors in Ohio

Ohio, located in the Midwest region of the United States, has a population of over 11 million people. The state has a strong and diverse economy, with a cost of living 11% lower than the national average. Considering Ohio's thriving economy, it may be beneficial for you and your family to seek the assistance of a knowledgeable and certified financial advisor to help you grow your wealth. WiserAdvisor's directory of vetted financial advisors can help you. Financial advisors and advisory firms listed in our directory specialize in retirement planning, investment planning, estate planning, wealth management, financial planning, and more. These screened financial advisors have years of experience helping individuals in and around Ohio.

Finding the Top Financial Advisor in Ohio

Last Updated - May 20, 2024

Ohio has 17 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Ohio have an average of 23 years of experience.

NOTE: The list of vetted financial advisors in 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 Ohio.

List of Qualified Financial Advisors in Ohio

Financial Advisor Experience AUM Minimum Assets Fee Structure
James Elios
CLU®, AIF®, ChFC®
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road,
Westlake, OH 44145
30 Years $250,000,000 $500,000 Fee-Only
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 Years $0 $5,000 Fee-Only
Doug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA)
ARTIFEX FINANCIAL GROUP, LLC
2305 Far Hills Avenue,
Dayton, OH 45419
25 Years Not Specified $500,000 Not Specified
Jonathan Kesselman
JD, CFP®, CDFA®
KESSELMAN WEALTH MANAGEMENT
159 Crocker Park Blvd Suite 400,
Westlake, OH 44145
10 Years Not Specified $250,000 Fee-Based
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
Andrew Hayek
BLUESTONE WEALTH PARTNERS / LPL FINANCIAL
162 Wetherby Lane,
Westerville, OH 43081
24 Years $72,000,000 Not Specified Not Specified
Brian Mills
CFP®
MILLS FINANCIAL PLANNING,INC.
5910 Wilcox Place,
Suite F,
Dublin, OH 43016
27 Years $0 $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
David Bailey
EDELMAN FINANCIAL ENGINES, LLC
10100 Innovation Drive,
Suite 160,
Miamisburg, OH 45342
24 Years Not Specified Not Specified Fee-Based
Ian Gedminas
CFP®
EDELMAN FINANCIAL ENGINES, LLC
8800 Lyra Drive,
Suite 220,
Columbus, OH 43219
10 Years Not Specified Not Specified Fee-Based
Jeremy DiTullio
AWMA®, CFP®, CRPC®
CLEVELAND FINANCIAL GROUP
2001 Crocker Rd. Suite 400,
Westlake, OH 44145
23 Years $205,000,000 Not Specified Not Specified
Kevin Kroskey
MBA, CFP®
TRUE WEALTH DESIGN, LLC
700 Ghent Road, Suite 100,
Akron, OH 44333
20 Years $600,000,000 $500,000 Fee-Based
Tom Nemec
CMFC®
EDELMAN FINANCIAL ENGINES, LLC
Summit Woods I Building,
100 East Business Way Suite 360,
Cincinnati, OH 45241
26 Years Not Specified Not Specified Fee-Based
James Evans
CFP®, QPA®, QKA®, ChSNC®
TTG FINANCIAL INC
4051 Whipple Ave NW,
Suite 110,
Canton, OH 44718
38 Years $155,000,000 $250,000 Not Specified
Allworth Financial
CFS®
7890 E. Kemper Road, Suite 200,
Cincinnati, OH 45249
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Edelman Financial Engines, LLC
945 Windham Court,
Suite 2,
Boardman, OH 44512
Not Disclosed $270,770,414,647 Not Specified Fee-Based

Are you a Financial Advisor in Ohio?

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Information on Qualified Financial Advisors in Ohio

Qualifications CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65

Compensation/Fee Fee-Only, 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.

About Elios Financial Group, Inc.

Elios Financial Group, Inc.

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, 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.

About Total Wealth Planning LLC.

Total Wealth Planning LLC.

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# 1223159
Firm CRD# 140643

Compensation/Fee Flat Fee, Based on Assets


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.

About Artifex Financial Group, LLC

Artifex Financial Group, LLC

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# 6222037
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 159 Crocker Park Blvd Suite 400,
Westlake,
OH
44145
Phone Number 440-709-3315

Jonathan is the wealth advisor for Kesselman Wealth Management and a CERTIFIED FINANCIAL PLANNER certificant. He brings over 10 years of experience in the financial services industry, focusing on planning for medical professionals, executives, pre-retirees, and families. He began his financial services career at UBS Financial Services as a wealth planning analyst, training financial advisors in delivering comprehensive financial planning to their clients. Before UBS, Jonathan was an attorney in private practice. Jonathan lives in Bay Village, OH with his wife and five children. He serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.

About Kesselman Wealth Management

Kesselman Wealth Management

At Kesselman Wealth Management, our mission is to deliver the best client experience possible. Relationships are at the center of everything we do, but we also know that life can busy and hectic. We strive to serve each client efficiently and effectively. As a fee-based planning practice, we are fiduciaries, and always act in the best interests of our clients. After almost ten years at a large financial services firm, Jonathan launched Kesselman Wealth Management, because he believed that there was a better way to deliver top notch service to his clients. A way that not only provided the best financial planning and wealth management possible, but also one that valued his clients' time.

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# 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.

About Scheeler Financial Group

Scheeler Financial Group

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# 4390780
Firm CRD# 6413


Office Location 162 Wetherby Lane,
Westerville,
OH
43081
Phone Number 614-392-7497

Andrew joined Bluestone Wealth Partners / LPL Financial in August 2023. He brings 24 years of experience in the financial services industry. He has worked as a financial advisor with both Morgan Stanley and JP Morgan. In addition to working with investors he has also instructed other financial advisors on operating financial planning software. He obtained his Certified Financial Planner designation in 2008. Andrew's passion is working with individuals and couples planning for retirement and creating distribution strategies that will not only last their lifetime, but also allow them to leave a legacy for future generations. Andrew is a graduate of Penn State University with a Bachelor of Science and Case Western University where he was awarded a Masters of Business Administration as well as the Heart and Soul Award. When not at work, Andrew enjoys time with his family. He has served as a volunteer coach in the Dublin Soccer League and is an active member of St Brigid of Kildare. Andrew has a great interest in working with youth to enable them to understand responsible money management and to that end has given presentations to middle school students. His interests include cycling and all things outdoors and his favorite family vacation destinations are Orlando, FL and Cape May, NJ.

About Bluestone Wealth Partners / LPL Financial

Bluestone Wealth Partners / LPL Financial

Bluestone Wealth Partners is dedicated to helping people accumulate wealth and preserve it. We are committed to listening to our clients, understanding their current situation and learning about their goals for the future. We help bring to their attention ideas and solutions befitting their needs, and importantly guide them to take action towards a more secure future for their families and their legacy. Our clientele consists of professionals and retirees who do not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Many of our clients have competent existing advisors, such as attorneys and accountants, who provide them with a certain level of professional estate or investment planning.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


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.

About Mills Financial Planning,Inc.

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 513-391-3187

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.

About National Wealth Management Group / LPL Financial

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# 4175828
Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 10100 Innovation Drive,
Suite 160,
Miamisburg,
OH
45342
Phone Number 937-431-1925

I'm a financial planner who specializes in retirement income strategies and planning for financial goals. I have a passion for helping my clients and their families achieve a brighter financial future. In my spare time, Im usually spending time with my family or attending sporting events in the area.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6778003
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 8800 Lyra Drive,
Suite 220,
Columbus,
OH
43219
Phone Number 614-454-3390

I am passionate about helping Americans achieve their financial goals through comprehensive, ongoing financial planning. I love getting to know my clients and being a resource for them when they have questions about any aspect of their lives that involves a dollar sign. Outside of work I enjoy golfing, running and spending time with my wife, daughter, and our two cats and two dogs.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4135055
Firm CRD# 3978
Series 7, 9, 10, 24, 66


Office Location 2001 Crocker Rd. Suite 400,
Westlake,
OH
44145
Phone Number 440-617-6676

Jeremy DiTullio is the founding partner and a financial planner of Cleveland Financial Group, a team of financial planners who have valuable experience in wealth management, wealth transfer strategies and executive-focused planning. He is securities registered in 29 states throughout the US. Jeremy's practice centers on the financial planning and benefits needs of business owners, executives, and retirees. With a unique mix of planning acumen, leadership, management and consulting skills, Jeremy helps clients on demanding career tracks with financial strategies to navigate into and through retirement. He utilizes a unique financial planning process that has been developed over the past 20+ years. The financial planning process involves a comprehensive understanding of a client's circumstances, analysis of their current situation, creative design ideas, sound recommendations and ongoing oversight. Jeremy strongly believes in educating and collaborating with clients. His ideal client is seeking a long-term partnership with a trusted advisor. Jeremy affiliated with Lincoln Financial Advisors in 2011, established the Westlake, OH office in 2015 and founded Cleveland Financial Group in 2017. Previously he was the Managing Principal for the Cleveland Regional Planning Office of Lincoln Financial Advisors | Sagemark Consulting responsible for broker-dealer initiatives throughout northern Ohio. Jeremy and his wife, Amy, have three children and reside in Avon Lake, Ohio. In addition to spending time with his family, Jeremy enjoys traveling, coaching basketball and fitness. Registrations: Series 7, 9, 10, 24, 51, 66, IAR

About Cleveland Financial Group

Cleveland Financial Group

Cleveland Financial Group is dedicated to comprehensive financial planning for executives, business owners and retirees. We appreciate that successful professionals are committed and diligent in their work and they expect the same from their trusted advisor.


Qualifications CRD# 5288710
Firm CRD# 143194
Series 65

Compensation/Fee Fee-Based


Office Location 700 Ghent Road, Suite 100,
Akron,
OH
44333
Phone Number 330-777-0688

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. Read more at https://www.truewealthdesign.com/team/kevin-kroskey-cfp

About True Wealth Design, LLC

True Wealth Design, LLC

About True Wealth Design, LLC:

As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER" Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (AkronBay VillageCanfieldHudson), Pennsylvania (Sewickley) and Florida (Ft. MyersNaples).

Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management. 

Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division.

Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.

Advisory Services Provided:

Retirement Planning, Investment Advice & Management, Tax Advice and Services


Qualifications CRD# 3063208
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location Summit Woods I Building,
100 East Business Way Suite 360,
Cincinnati,
OH
45241
Phone Number 513-619-5794

I'm a financial planner with experience in securities, investment strategies, and retirement planning. Every day, I help my clients find the right path to their financial future that works with their unique lives today and tomorrow. In my free time, I love experimenting with new recipes, traveling to new places, and watching new movies.

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1598919
Firm CRD# 129004

Compensation/Fee Hourly, Flat Fee, Based on Assets


Office Location 4051 Whipple Ave NW,
Suite 110,
Canton,
OH
44718
Phone Number 330-491-2220

About TTG Financial Inc

TTG Financial Inc

TTG Financial is a Registered Investment Advisor, a Fiduciary. As such, a RIA is bound ethically and legally to always act in the best interest of your clients. We manage assets and consult and advise on any and all financial and investment topics with considerable expertise in Retirement Planning, Estate Planning, Special Needs Planning and 401K Administration. Therefore, we sell no products such as Insurance or Annuities, and are Fee Only, so we do better when you do better. We have a Certified Financial Planner (CFP®), Master Registered Financial Consultant (MRFC®), Qualified Pension & 401K Administrator (QPA®, QKA®) and a Chartered Special Needs Consultant (ChSNC®) on staff working WITH you and FOR you to achieve your goals. There is no cookie cutter approach. Every client's needs are unique.

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 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

About Allworth Financial

Allworth Financial

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# 104510

Compensation/Fee Fee-Based


Office Location 945 Windham Court,
Suite 2,
Boardman,
OH
44512
Phone Number 330-726-3100

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest 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 financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The Barron's 2023 Top 100 RIA Firms list, an eight-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. 2Data as of Dec. 31, 2023.


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Top Financial Advisor Firms in Ohio (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
NATIONWIDE FUND ADVISORS
10 West Nationwide Blvd, Columbus, OH 43215
133 134 $71,982,699,043
A Percentage of AUM
FORT WASHINGTON INVESTMENT ADVISORS INC
303 Broadway, Suite 1200, Cincinnati, OH 45202
151 1405 $71,037,804,050
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
MEEDER PUBLIC FUNDS, INC.
6125 Memorial Drive, Dublin, OH 43017
48 516 $25,371,529,349
A Percentage of AUM, Hourly charges, Fixed Fees
DIAMOND HILL CAPITAL MANAGEMENT INC
325 John H. Mcconnell Blvd., Suite 200, Columbus, OH 43215
129 4149 $24,763,108,831
A Percentage of AUM, Performance Based
TOWNSEND HOLDINGS LLC
950 Main Avenue, Suite 1600, Cleveland, OH 44113
122 68 $23,908,418,539
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)
TOUCHSTONE ADVISORS INC
303 Broadway, Suite 1100, Cincinnati, OH 45202-4203
83 40 $23,643,699,112
A Percentage of AUM
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
301 East Fourth Street, 27th Floor, Cincinnati, OH 45202
23 51 $19,958,935,000
A Percentage of AUM, Fixed Fees, Performance Based
MATSON MONEY, INC.
5955 Deerfield Blvd., Mason, OH 45040
69 30322 $17,683,543,587
A Percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION)
BOYD WATTERSON ASSET MANAGEMENT, LLC
1301 East 9th Street, Suite 2900, Cleveland, OH 44114-3179
118 1184 $17,207,197,273
A Percentage of AUM, Fixed Fees, Performance Based
FEG
201 East Fifth Street, Suite 1600, Cincinnati, OH 45202
130 174 $16,616,287,284
A Percentage of AUM, Fixed Fees, Performance Based
BAHL & GAYNOR INC
255 East Fifth Street, Suite 2700, Cincinnati, OH 45202
63 2870 $16,346,243,189
A Percentage of AUM, Fixed Fees
JOHNSON INVESTMENT COUNSEL, INC.
3777 West Fork Road, Cincinnati, OH 45247
131 14346 $16,313,911,333
A Percentage of AUM, Fixed Fees
MAI CAPITAL MANAGEMENT, LLC
6050 Oak Tree Blvd, Suite 500, Cleveland, OH 44131
331 23704 $15,773,426,777
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME)
HIGHLAND CONSULTING ASSOCIATES INC.
159 Crocker Park Blvd., Suite 350, Cleveland, OH 44145-8132
28 439 $15,697,224,104
A Percentage of AUM, Hourly charges, Fixed Fees
SEQUOIA FINANCIAL GROUP, L.L.C.
3500 Embassy Parkway, Akron, OH 44333
241 21430 $15,548,248,576
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based

    Frequently Asked Questions

    To know if a financial advisor in Ohio is legitimate and properly licensed, you can check their registration status with appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Ohio State Securities Board. It's also important to review each financial advisor for their years of experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and client testimonials to verify their credibility. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

    Financial advisors in Ohio can be compensated through a variety of fee structures. Some advisors can charge fees based on a percentage of assets under management or hourly rates for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to understand the fee structure of a financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the various fee structures advisors use, explore the costs of hiring a financial advisor.

    A financial advisor in Ohio can help you plan for your children's education expenses by analyzing your finances, setting savings goals, and recommending investment strategies. They can provide guidance on college savings plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, continue reading about the best approaches to prepare for your child's college journey.

    When choosing a financial advisor in Ohio, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.

    Financial advisors listed on our directory for the state of Ohio typically offer multiple financial services to help their clients, including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial services they offer.

    How often you should meet with your financial advisor may depend on your individual needs and financial situation. Some clients meet with their advisors quarterly or annually, while others may require more frequent meetings to stay on top of complex finances or significant life changes. With your financial advisor, your can discuss your financial circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.

    A financial advisor in Ohio can help you by creating a personalized retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. They will help you set realistic goals, select suitable retirement accounts like 401(k)s or IRAs, and develop an investment strategy for optimal retirement income. The advisor can also help you navigate complex retirement matters like Social Security and taxes, and offer ongoing monitoring and adjustments to ensure your plan stays on track. If you are seeking to connect with a financial advisor that can assist you in planning for retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.

    When choosing a financial advisor in Ohio, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.