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Find Top Financial Advisors in Dayton, Ohio
Dayton, Ohio, part of the Greater Dayton Metropolitan area, is the fourth largest metropolitan area in Ohio. It is in a very centralized area of the United States and is, therefore, within 500 miles of 60% of the country's population. This makes Dayton a logistical center for shippers, suppliers and manufacturers. The cost of living in Dayton is 9% lower than the national average, making Dayton an affordable place to live. Since the cost of living is low, getting an experienced financial advisor to provide you with the right advice could be beneficial to planning for your financial future. Choosing which financial advisor would work best for your financial situation may be quite a hard decision to make, with almost 4,000 or more financial advisors to choose from. It's our mission at WiserAdvisor to help you find and connect with vetted fiduciary financial advisors that would best suit your financial needs.
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 Dayton, Ohio.
How To Find Trusted Financial Advisors in Dayton, Ohio
Dayton has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Dayton, Ohio have an average of 25 years of experience.
NOTE: The list of vetted financial advisors in Dayton, 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 Dayton, Ohio.
Qualified Financial Advisors in Dayton, Ohio
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 25 Years | $300,000,000 | $1,000,000 | Fee-Only | |
Edelman Financial Engines, LLC10100 Innovation DriveMiamisburg, OH 45342 100 East Business Way, Summit Woods I BuildingCincinnati, OH 45241 8800 Lyra DriveColumbus, OH 43219 | N/A | $0 | Not Specified | Fee-Only |
| 26 Years | Not Specified | $0 | Fee-Based |
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Information on Qualified Financial Advisors in Dayton, Ohio
Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has received his master's of liberal arts in management degree from Harvard University in 2020.
Doug's passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor.
Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $300,000,000 in assets and serves 300 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, estate planning, tax preparation and planning and private market investments for accredited investors.
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.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Paul shuns the traditional "cookie-cutter" approach to financial planning, and instead utilizes his experience and know-how to develop optimal, high quality solutions that help meet his clients' specific needs and goals. He employs a variety of financial strategies and investment products to help craft the proper strategy.
Having been both a Dayton and Cincinnati resident, Paul has served the community by hosting numerous financial workshops and events for individuals and corporations.
Paul has been married to his wife Shelly for 36 years. They have five children: Tyler, Jackie, Natalie, Michael, and Sheilah. Paul enjoys spending time with his family, boating, and sporting events.
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
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