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Find Top Financial Advisors in Dublin, Ohio

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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 - 19-Jun-2022

Dublin has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 52 non-vetted advisors in your local area. These financial advisors in Dublin, Ohio have an average of 22 years of experience.

NOTE: The list of financial advisors in Dublin, Ohio mentioned below do 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 $33m $100,000 Fee-Based
Michael Kelsey
LPL FINANCIAL
425 Metro Place North #620,
Dublin, OH 43017
20 $10000000 $25,000 Fee-Based
Adam Roslovic
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1 Easton Oval,
Suite 340,
Columbus, OH 43219
26 Not Specified Not Specified Fee-Based
Tim Hamilton
CFP®, MBA
FINANCIALFAMILIES
2828 Carroll-Southern Road NW,
Carroll, OH 43112
20 Not Specified Not Specified Fee-Only
Doug Kinsey
Certified Divorce Financial Analyst(CDFA), CFP®
ARTIFEX FINANCIAL GROUP, LLC
2305 Far Hills Avenue,
Dayton, OH 45419
25 Not Specified Not Specified Not Specified
Justin Kattau
EDELMAN FINANCIAL ENGINES, LLC
10100 Innovation Drive,
Suite 160,
Miamisburg, OH 45342
14 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Dublin

Qualifications CRD# 2071799
FirmCRD# 10299
Series 6, 7, 63

Compensation/Fee Fee-Based, Commissions, Hourly


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# 4292753
FirmCRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 425 Metro Place North #620,
Dublin,
OH
43017
Phone Number 614-419-1503

Michael Kelsey is an Investment Advisor Representative working at LPL Financial LLC in Dublin, OH and has over 14 years of experience in the finance industry. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. As a seasoned financial advisor, Michael Kelsey offers a process driven approach for strategic financial guidance to individuals, executives, and business owners in areas from wealth accumulation through wealth distribution. Michael is enthusiastic about guiding his clients and strives to build a reputation founded on honesty and integrity.

About LPL Financial

Primarily, we are committed to the individual. We believe in building trustworthy relationships that allows us to truly get to know our clients. We like our clients, and we enjoy working with them. By taking a process driven approach, we can get to know and understand our clients' unique and complex needs. By putting the relationship first, we can offer a client driven experience, one that is guided to each of our client's values and objectives with the ability to adjust to changes along the way.

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# 5575320
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1 Easton Oval,
Suite 340,
Columbus,
OH
43219
Phone Number 614-454-3393

I graduated from The Ohio State University with a Civil Engineering degree in 1994, attained my MBA in 2001 and the CERTIFIED FINANCIAL PLANNER" (CFP®) certification in 2012. My career evolved from insurance risk management into financial planning, as I believe it's my mission to equip people to retire with financial stability. Outside of work, I enjoy spending time with my family, serving at my church and rooting for the Columbus Blue Jackets.

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 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# 5153936
FirmCRD# 170373

Compensation/Fee Fee-Only, Flat Fee


Office Location 2828 Carroll-Southern Road NW,
Carroll,
OH
43112
Phone Number 614-406-7141

Prior to founding FinancialFamilies, in 2014, Tim Hamilton rose to the Managing Director level, through eight years with two boutique wealth management firms. Three additional years with a Fortune 100 financial services corporation, based in Central Ohio, broadened industry exposure. As a Certified Financial Planner (CFP®) and member of the National Association of Personal Financial Advisors (NAPFA), with a Master of Business Administration (MBA) Degree from The Ohio State University Fisher College of Business and a Bachelor's Degree in Biochemistry from Denison University, Tim established FinancialFamilies with a desire to provide fiduciary, fee-only financial advice to loving households, primarily of Central Ohio. When Tim is not in the office, he enjoys spending time with his own college-bound family, pursuing travel, golf, history, and basic leisure together. From his family to yours, he wishes you much success each passing day.

About FinancialFamilies

With a focus on serving loving families and empty-nesters, FinancialFamilies is well positioned to deliver the first-class, fee-only financial planning services that parents, of all ages, should expect from a NAPFA member fiduciary. FinancialFamilies would be honored to help your family bring success home!

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1223159
FirmCRD# 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 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# 5425237
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 10100 Innovation Drive,
Suite 160,
Miamisburg,
OH
45342
Phone Number 937-490-4548

I consider my clients a part of my family, and I'm dedicated to taking care of them and watching them work hard to achieve their financial goals. In my spare time, I enjoy working out and spending time with my family and my three dogs.

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 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.


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

Firm Name AUM No. of Clients Fee Structure
Meeder Public Funds, Inc.
6125 Memorial Drive,
Dublin, OH 43017
$18,915,097,970 472 A percentage of AUM
Hourly charges
Fixed fees
Meeder Asset Management, Inc.
6125 Memorial Drive,
Dublin, OH 43017
$2,480,091,772 1095 A percentage of AUM
Fixed fees
Meeder Advisory Services, Inc.
6125 Memorial Dr,
Dublin, OH 43017
$1,161,295,923 4205 A percentage of AUM
Fixed fees
Pds Planning Inc
475 Metro Place S. , Suite 460,
Dublin, OH 43017
$1,131,175,633 2908 A percentage of AUM
Fixed fees
Everhart Advisors
535 Metro Place South , Suite 100,
Dublin, OH 43017
$1,094,568,210 3715 A percentage of AUM
Hourly charges
Fixed fees
Advanced Asset Management Advisors, Inc.
4995 Bradenton Ave., Suite 210,
Dublin, OH 43017
$799,318,759 592 A percentage of AUM
Fixed fees
Frazier Financial Advisors, Llc
6300 Frantz Road,
Dublin, OH 43017
$594,632,048 2453 A percentage of AUM
Hourly charges
Fixed fees
Consolidated Financial
5850 Venture Drive , Suite A,
Dublin, OH 43017
$411,000,000 936 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Keeler & Nadler Family Wealth
485 Metro Place South , Suite 100,
Dublin, OH 43017
$337,902,776 1252 A percentage of AUM
Hourly charges
Fixed fees
Heritage Wealth Partners, Llc
6215 Emerald Parkway , Unit 1,
Dublin, OH 43016
$298,881,721 1200 A percentage of AUM
Hourly charges
Fixed fees
Harrington Asset Management Inc
6195 Emerald Parkway , One North,
Dublin, OH 43016-3248
$220,038,565 551 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Retirement Strategies, Ltd.
5060 Parkcenter Ave. , Suite A,
Dublin, OH 43017
$186,460,205 876 A percentage of AUM
Hourly charges
Fixed fees
Shuttleworth & Company
6059 Frantz Road , Suite 101,
Dublin, OH 43017-3367
$133,994,813 391 A percentage of AUM
Fixed fees
Golden Reserve Ria, Llc
270 Bradenton Avenue,
Dublin, OH 43017
$123,621,399 849 Fixed fees

    List of Additional Advisors in Dublin, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Alpha Financial Planning
    Inquire with Alpha
    6241 Riverside Drive, Dublin, OH  43017 614-384-0499
    Adam M Tzagournis
    Inquire with Adam
    545 Metro Place South, Suite 300, Dublin, OH  43017 614-798-3220
    Brian Herald
    Inquire with Brian
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3400
    Steve D Rand
    Inquire with Steve
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3451
    Ken McMahon
    Inquire with Ken
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3436
    Margaret E McLurg
    Inquire with Margaret
    6265 Emerald Pkwy, Ste 150, Dublin, OH  43016 614-389-5017
    Shaun Patterson
    Inquire with Shaun
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3417
    Dave Williams
    Inquire with Dave
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3400
    Mike Roderick
    Inquire with Mike
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3400
    Scott Turner
    Inquire with Scott
    6515 Longshore Loop, Ste 400, Dublin, OH  43017 614-726-3434
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