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Find Top Financial Advisors in Cincinnati, Ohio

Cincinnati, Ohio, is the third largest city in Ohio. If you live in Cincinnati, you may love your long-standing traditions and treasure your sense of assured security. So, having the right financial plan and investments in place is perhaps also high on your list of priorities for you and your family. There are over 2000 financial advisors in Cincinnati and it is perhaps a bit difficult to figure out whom to trust and how to begin your search to research and find the best advisor that would fit all your specific financial requirements. The cost of living in Cincinnati is 8% less than the national average. So how do you take advantage of living here and saving enough to build your financial future? Here is where perhaps WiserAdvisor can help.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Cincinnati, Ohio.

Finding the Top Financial Advisor in Cincinnati, Ohio

Last Updated - 21-May-2023

Cincinnati has 7 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 306 non-vetted advisors in your local area. These financial advisors in Cincinnati , Ohio have an average of 25 years of experience.

NOTE: The list of vetted financial advisors in Cincinnati , 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 Cincinnati, Ohio.

Qualified Financial Advisors in Cincinnati, Ohio

Financial Advisor Experience AUM Minimum Assets Fee Structure
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
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
Allworth Financial
ALLWORTH FINANCIAL
7890 E. Kemper Road, Suite 200,
Cincinnati, OH 45249
Not Disclosed $10,000,000,000 Not Specified Fee-Based
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 Years Not Specified $500,000 Fee-Based
Axim Planning & Wealth
AXIM PLANNING & WEALTH
4 Sycamore Creek Drive,
Springboro, OH 45066
Not Disclosed $119,286,410 $250,000 Not Specified
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

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Information on Qualified Financial Advisors in Cincinnati, Ohio

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.

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# 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 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 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 Firm CRD# 319618


Office Location 4 Sycamore Creek Drive,
Springboro,
OH
45066
Phone Number 937-291-2060

About Axim Planning & Wealth

Axim Planning & Wealth

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


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.

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.


Customer Reviews

Top Financial Advisor Firms in Cincinnati, Ohio (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
TOUCHSTONE ADVISORS INC
303 Broadway, Suite 1100, Cincinnati, OH 45202-4203
83 36 $34,631,984,518
A percentage of AUM
CINCINNATI ASSET MANAGEMENT INC
8845 Governor'S Hill Drive, Suite 230, Cincinnati, OH 45249-3317
15 7222 $2,948,407,854
A percentage of AUM
RANDOLPH CO INC
4200 Malsbary Road, Cincinnati, OH 45242
3 152 $879,873,087
A percentage of AUM
BOHMER KILCOYNE WEALTH MANAGEMENT, LLC
9360 Montgomery Road, Cincinnati, OH 45242
9 1112 $665,538,255
A percentage of AUM
TIMBER BAY PARTNERS, LLC
600 Vine Street, Suite 1902, Cincinnati, OH 45202
6 2 $581,075,782
A percentage of AUM, Performance Based
BOWLING PORTFOLIO MANAGEMENT LLC
4030 Smith Road, Suite 140, Cincinnati, OH 45209
6 786 $554,781,105
A percentage of AUM
EICHNER INVESTMENT PLANNING, LLC
4030 Smith Road, Suite 200, Cincinnati, OH 45209
1 249 $445,869,537
A percentage of AUM, Fixed fees
CLARIFY WEALTH MANAGEMENT
50 E-Business Way, Suite 100, Cincinnati, OH 45241
9 1042 $325,548,647
A percentage of AUM
SAAS CAPITAL, LLC
1311 Vine Street, Cincinnati, OH 45202
7 6 $185,990,585
A percentage of AUM, Performance Based
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
7817 Cooper Road,, Suite D, Cincinnati, OH 45242
3 642 $157,751,111
A percentage of AUM, Hourly charges, Fixed fees
RICHWOOD INVESTMENT ADVISORS, LLC
5082 Wooster Road, Suite 100, Cincinnati, OH 45226
2 391 $120,312,261
A percentage of AUM
BRILLIANT ADVICE, LLC
8044 Montgomery Road, Suite 260, Cincinnati, OH 45236
2 325 $102,918,417
A percentage of AUM, Fixed fees
W&S BROKERAGE SERVICES, INC.
400 Broadway, Cincinnati, OH 45202
81 70 $20,140,000
A percentage of AUM
EAGLE REALTY CAPITAL PARTNERS, LLC
421 East Fourth Street, Cincinnati, OH 45202-4220
20 0 $0
A percentage of AUM, Fixed fees, Performance Based, Other (STRUCTURING FEES, FINANCING FEES, DISPOSITION FEES)
TACTICAL FUND ADVISORS, LLC
11726 Seven Gables Rd, Cincinnati, OH 45249
4 0 $0
A percentage of AUM

    List of Additional Advisors in Cincinnati, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    7755 Montgomery Road, 2nd Floor, Cincinnati, OH  45236 513-762-5232
    7755 Montgomery Road - 2nd, Floor, Cincinnati, OH  45236 513-562-8330
    7755 Montgomery Road - 2nd, Floor, Cincinnati, OH  45236 513-562-8319
    225 Pictoria Dr, Ste 110, Cincinnati, OH  45246 513-346-1738
    7755 Montgomery Road, 2nd Floor, Cincinnati, OH  45236 513-762-5359
    225 Pictoria Dr, Ste 110, Cincinnati, OH  45246 513-931-5400
    5887 Cornell Rd, Ste 3, Cincinnati, OH  45242 513-469-7526
    7755 Montgomery Road - 2nd, Floor, Cincinnati, OH  45236 513-762-5272
    221 East 4th St Atrium Two, 22 Fl, Cincinnati, OH  45202 513-852-4403
    7755 Montgomery Road, 2nd Floor, Cincinnati, OH  45236 513-762-5366

      Frequently Asked Questions

      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.

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      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?