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Find Top Financial Advisors in Dayton


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Dayton. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Dayton

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Dayton, Ohio
Financial Advisor Office Location Phone Number
Rob Russell,
Russell Total Wealth Management
3174 presidential drive,
Beavercreek, OH  45324
(937) 320-4733
Justin Kattau,
Edelman Financial Engines, LLC
10100 Innovation Drive,
Dayton, OH  45342
(937) 431-1925
Tom Neess,
Independent Financial Resources, LLC
8118 Corporate Way, Ste. 165,
Mason, OH  45040
(513) 701-1099
Maria Santiago,
Edelman Financial Engines, LLC
Summit Woods I Building,
Cincinnati, OH  45241
7310 Turfway Road Suite 550,
Florence, KY  41042
(513) 985-0100
(859) 372-6645
Riley Larimore,
Edelman Financial Engines, LLC
5080 Tuttle Crossing Blvd,
Dublin, OH  43016
(614) 717-0707

Information on Qualified Financial Advisors in Dayton

Qualifications CRD# 4667804
Series 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 3174 presidential drive,
Beavercreek,
OH 
45324
Phone Number (937) 3204733

Robert (Rob) Russell is the President and co-founder of Russell Total Wealth Management. He lives to drive innovation in the investing world and absolutely loves to help clients create a plan that allows them to retire on "their terms." Rob is obsessive about creating a culture that his employees to be part of and a client experience second to none. 7 Interesting Facts About Rob: Reagan, Robs youngest child, was named after President Ronald Reagan. Rob cared for his grandparents, Alice and Walter, full-time after graduating high school before entering college at Wright State University. Rob's life story and company roots have been featured on TV nationally on the BIO Channel. Originally, Rob was going to school to become a radiologist, but ended up falling in love with business at Wright State University. Rob loves to cook, enjoys wine, traveling with his family (especially to Disney and the Caribbean), and exercise&and hes trying to learn how to ride a unicycle. After writing his best-selling book, Retirement Held Hostage, Rob was offered a contract with Forbes to write a financial column that challenges the status quo about retirement planning. His articles have been read by over 500,000 people. Robs ideas and perspectives on the markets have appeared on CNBC and Fox Business which are televised in over 65 countries.

About Russell Total Wealth Management

There's a difference between investing and total wealth management. At Russell Total Wealth Management we help you integrate your tax, estate, and investment strategy into one cohesive plan that is custom designed for you. Our roots stretch back to 1972 when we focused primarily on tax strategies for individual clients and businesses. Over the years, through technology and innovation, we've been able to develop wealth management strategies to our clients that were previously only available to institutional ("Smart Money") investors. Our goal, has been and always will be, to change clients for the better and drive innovation through our trademarked processes. We host a weekly radio show on WHIO "Total Wealth Radio", we've authored a best-selling book, our story has been featured nationally on the BIO channel, and our advice has been featured in over 60 countries around the world on CNBC, FOXBusiness, Forbes, Kiplinger, and The Wall Street Journal.



Qualifications CRD# 5425237
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 10100 Innovation Drive,
Suite 160,
Dayton,
OH 
45342
Phone Number (937) 4311925

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Business Administration from Morehead State University. Lifelong resident of the great state of Ohio! Justin enjoys golfing, going to sporting events, and spending time with his family.

About 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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1579248
Series 7, 8, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions


Office Location 8118 Corporate Way, Ste. 165,
Mason,
OH 
45040
Phone Number (513) 7011099

About Independent Financial Resources, LLC

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



Qualifications CRD# 5967144
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location Summit Woods I Building,
100 East Business Way Suite 360,
Cincinnati,
OH 
45241
Phone Number (513) 9850100

Office Location 7310 Turfway Road Suite 550,
Florence,KY  41042
Phone Number (859) 3726645

Joined Edelman Financial Engines in 2009. Began her career in the financial services industry in 2009.Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s).Lifelong resident of Ohio.Has two children: Olivia and Lisette. Maria enjoys traveling, running, and spending time with family and friends.

About 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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5521279
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 5080 Tuttle Crossing Blvd,
Suite 350,
Dublin,
OH 
43016
Phone Number (614) 7170707

Joined Edelman Financial Engines in 2008. Began his career in the financial services industry in 2008. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s) and the Accredited Asset Management SpecialistSM (AAMS®), and Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree in Risk Management from Ball State University. Hometown is Merrillville, IN. Riley enjoys pending time with friends and family, running, swimming, and cycling.

About 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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Dayton, Ohio
Anderson Financial Strategies, LLC Dayton, OH
Crew Capital Management, Ltd. Cincinnati, OH