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Find Top Financial Advisors in Dublin, Ohio

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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.

Finding the Top Financial Advisor in Dublin, Ohio

Last Updated - 28-May-2023

Dublin has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 56 non-vetted advisors in your local area. These financial advisors in Dublin , Ohio have an average of 26 years of experience.

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

Qualified Financial Advisors in Dublin, Ohio

Financial Advisor Experience AUM Minimum Assets Fee Structure
Brian Mills
CFP®
MILLS FINANCIAL PLANNING,INC.
5910 Wilcox Place,
Suite F,
Dublin, OH 43016
27 Years $0 $100,000 Fee-Based
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 Dublin, Ohio

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# 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 Dublin, Ohio (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
MEEDER PUBLIC FUNDS, INC.
6125 Memorial Drive, Dublin, OH 43017
46 472 $18,915,097,970
A percentage of AUM, Hourly charges, Fixed fees
MEEDER ASSET MANAGEMENT, INC.
6125 Memorial Drive, Dublin, OH 43017
81 1095 $2,480,091,772
A percentage of AUM, Fixed fees
MEEDER ADVISORY SERVICES, INC.
6125 Memorial Dr, Dublin, OH 43017
81 4205 $1,161,295,923
A percentage of AUM, Fixed fees
PDS PLANNING INC
475 Metro Place S., Suite 460, Dublin, OH 43017
16 2908 $1,131,175,633
A percentage of AUM, Fixed fees
EVERHART ADVISORS
535 Metro Place South, Suite 100, Dublin, OH 43017
42 3715 $1,094,568,210
A percentage of AUM, Hourly charges, Fixed fees
ADVANCED ASSET MANAGEMENT ADVISORS, INC.
4995 Bradenton Ave., Suite 210, Dublin, OH 43017
8 592 $799,318,759
A percentage of AUM, Fixed fees
CONSOLIDATED FINANCIAL
5850 Venture Drive, Suite A, Dublin, OH 43017
5 936 $411,000,000
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
KEELER & NADLER FAMILY WEALTH
485 Metro Place South, Suite 100, Dublin, OH 43017
11 1252 $337,902,776
A percentage of AUM, Hourly charges, Fixed fees
HERITAGE WEALTH PARTNERS, LLC
6215 Emerald Parkway, Unit 1, Dublin, OH 43016
10 1200 $298,881,721
A percentage of AUM, Hourly charges, Fixed fees
HARRINGTON ASSET MANAGEMENT INC
6195 Emerald Parkway, One North, Dublin, OH 43016-3248
1 551 $220,038,565
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
RETIREMENT STRATEGIES, LTD.
5060 Parkcenter Ave., Suite A, Dublin, OH 43017
7 876 $186,460,205
A percentage of AUM, Hourly charges, Fixed fees
SHUTTLEWORTH & COMPANY
6059 Frantz Road, Suite 101, Dublin, OH 43017-3367
3 391 $133,994,813
A percentage of AUM, Fixed fees
GOLDEN RESERVE RIA, LLC
270 Bradenton Avenue, Dublin, OH 43017
9 849 $123,621,399
Fixed fees
JRP CAPITAL CORP
6001 Tain Dr, Suite 200, Dublin, OH 43017
3 141 $117,576,383
A percentage of AUM, Fixed fees
STRIVE ASSET MANAGEMENT
6515 Longshore Loop, Suite 100, Dublin, OH 43017
3 0 $0
A percentage of AUM

    List of Additional Advisors in Dublin, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    6241 Riverside Drive, Dublin, OH  43017 614-384-0499
    545 Metro Place South, Suite 300, Dublin, OH  43017 614-798-3220
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3400
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3451
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3436
    6265 Emerald Pkwy, Ste 150, Dublin, OH  43016 614-389-5017
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3417
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3400
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3400
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3434

      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.

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