Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Dublin, Ohio

How To Find Trusted Financial Advisors in Dublin, Ohio

Qualified Financial Advisors in Dublin, Ohio

VETTED
Financial Advisor
Philip R JohnsonPRJ Wealth Advisors, LLC / Independent Financial Group, LLC4694 Cemetery Rd.Hilliard, OH 43026
Experience33 Years
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLC
8800 Lyra DriveColumbus, OH 43219
10100 Innovation DriveMiamisburg, OH 45342
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Doug KinseyCFP®, CIMA®, AIF®Artifex Financial Group, LLC2305 Far Hills AvenueDayton, OH 45419
Experience25 Years
AUM$300,000,000
Minimum Assets$1,000,000
Fee StructureFee-Only
Are you a Financial Advisor in Dublin, Ohio?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Dublin, Ohio

Philip R Johnson
VETTED
Philip R Johnson
PRJ Wealth Advisors, LLC / Independent Financial Group, LLC
About Philip R Johnson
Phil Johnson is a Wealth Advisor, Managing Director, Investment Advisor Representative and an accredited Investment Fiduciary with over 3 decades of experience, along with a deep understanding of the financial markets. He helps clients define and reach their financial goals by providing individually tailored advice. His experience includes retirement planning, investments, insurance, tax planning, estate planning and debt management. Phil believes in taking a holistic approach when establishing financial plans. He works collaboratively with clients to increase understanding and knowledge about their financial position and helps guide them toward the best financial decisions in their journey toward financial security and independence. He is passionate about helping his clients manage their finances and provides proactive advice based on the client's individual needs. With his extensive knowledge and dedication to providing the best service, Phil is a great asset for all his clients.
About PRJ Wealth Advisors, LLC / Independent Financial Group, LLC
In the complex world of finance, it's easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there? We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your why is just as important as the how. From our initial meeting, we want to know what truly matters to you. Once we've established your goals, we'll develop a personalized financial plan designed to meet your needs, wants, and lifestyle. Beyond your initial plan, we're here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.
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# 3179288Firm CRD# 7717Series 6, 7, 63, 66 SIE
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
4694 Cemetery Rd.,Suite 287,Hilliard,OH 43026
Phone Number
614-588-5074
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

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.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
Doug Kinsey
VETTED
Doug KinseyCFP®, CIMA®, AIF®
Artifex Financial Group, LLC
About Doug Kinsey
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 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.
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.
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
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Office Location
2305 Far Hills Avenue,Suite 206,Dayton,OH 45419
Phone Number
855-752-6644

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.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Frequently Asked Questions

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.