Find Top Financial Advisors in Grove City, Ohio

I started in the financial services business in 1996 ( Investments and Insurance). I became securities licensed (series 6,63,66, and 7) a few years later. I specialize in creating financial plans for individuals and families, and recommending the appropriate investments to help my clients achieve their goals. I received my Certified Wealth Strategist CWS designation in 2015.

LPL was Founded in 1989 , and currently has over 20,000 advisors, 800 financial partners , and Fortune 500 Company.

We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.

We serve clients locally in our hometowns of Dayton and Cincinnati, Ohio, and across the United States through virtual and secure meetings. We draw on expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. As a fee-only and fiduciary financial firm, our team at Birchcreek Wealth Management is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice. Schedule a Call. We'll get to know each other, discuss how our process works, and review next steps.

As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook.

As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master's in Tax Law (MST) from Villanova University and is a CFP^®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave's background and experience includes:

- 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service.

- Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association.

- Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired

- Five-Star Advisor through Paladin Registry

- 2008 Reuters Top Advisor

- Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States.

Villanova University Bachelor of Science, Accounting

Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.

For over 35 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.

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.

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.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

He graduated from Bowling Green State University with a Bachelor of Science in Business Administration (BSBA) with a concentration in marketing and finance. He obtained an MBA from Baldwin Wallace University. He has also obtained the designations Chartered Financial Consultant® (ChFC®) and Charter Life Underwriter (CLU®) from The American College in Bryn Mawr, PA. He is a licensed securities professional through FINRA, holding the Series 7 24, 63 as well as a licensed insurance agent through the Ohio Department of securities.

He has more than 26 years experience in the Financial Services industry, including retail banking with National City Bank, Cleveland, as financial planner with Lincoln Financial Advisors, as well as founder of Elios Financial Group, in 2000.

Jim is a frequent public speaker on financial planning issues, the economy and financial markets, providing workshops for companies, government, non-profits and charity organizations including the Social Security Administration, Lincoln Electric, AT&T, and Fairview Hospital/Cleveland Clinic. He has contributed as a columnist for the Plain Dealer "Ask the Expert" feature column. Jim has made many local Cleveland media appearances including television on Action Channel 19 News and radio on The Lannigan Show 105.7 WMJI. He completed a due diligence trip to Asia, including Singapore, Hong Kong, and China, where he gave a lecture to students at Zhejing University City College in Hangzhou, China.

Jim resides in Avon Lake with his wife and their 3 children and is a lifelong resident of Cleveland and a graduate of North Olmsted High School.

Elios Financial Group, founded in 2002, is a financial planning and investment management firm (wealth management) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan. We use the latest of technology to create customized financial plans and investment portfolios to help clients pursue their financial goals. We are unconstrained in independence and flexibility in offering financial advice and investment management services.

WE ARE PASSIONATE ADVOCATES OF SMART MONEY MANAGEMENT.

MISSION:

ENVISION | ENLIGHTEN | ENRICH

We build long-term relationships by helping clients Envision their dreams, Enlighten them to make informed financial decisions through education, and provide service which ultimately Enriches their lives.

VALUE PROPOSITION We provide highly personal and customized service with the ability to analyze complex situations and offer sophisticated solutions and advice on an objective, mutual beneficial and professional manner.

Jonathan is the wealth advisor for Kesselman Wealth Management and a CERTIFIED FINANCIAL PLANNER^™ certificant. He brings over 10 years of experience in the financial services industry, focusing on planning for medical professionals, executives, pre-retirees, and families.

He began his financial services career at UBS Financial Services as a wealth planning analyst, training financial advisors in delivering comprehensive financial planning to their clients. Before UBS, Jonathan was an attorney in private practice.

Jonathan lives in Bay Village, OH with his wife and six children. He serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.

Kesselman Wealth Management helps individuals and families successfully plan for and navigate retirement. We believe that thoughtful, detailed planning is one of the most effective ways to create financial security.

Our clients receive proactive guidance on investment management, tax-efficient distribution strategies, insurance planning, debt reduction, and estate planning considerations. As a fee-based planning practice, we are fiduciaries, and always act in the best interests of our clients.

Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Read more at https://www.truewealthdesign.com/team/kevin-kroskey-cfp

About True Wealth Design, LLC:

As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER" Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).

Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management. 

Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division.

Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.

Mandwel Patterson brings a distinctive blend of financial expertise, entrepreneurial insight, and a passion for community development to his role as Founder of Invictus Capital Management. Before launching his own firm, Mandwel spent five years as a financial advisor with Edward Jones Investments, where he honed his skills in guiding individuals and families toward their long-term financial goals. His earlier career in economic development gave him firsthand experience helping businesses start, grow, and thrive. He has also taught business development and economics at the university level, equipping aspiring entrepreneurs with the tools to succeed. These diverse experiences have shaped his client-first philosophy - rooted in education, empowerment, and partnership.

Mandwel is deeply committed to helping his clients achieve what he calls the "Work-Optional Lifestyle", the ability to live life on your own terms with financial confidence and freedom. He believes in teaching his clients the "why" behind each decision, so they can become the masters of their financial destiny. A proud alumnus of Massillon Washington High School, Mandwel earned his B.A. in Political Science and a Master's in Public Administration and Economics from the University of Dayton. He remains active in his community, coaching youth sports and serving on local nonprofit boards. Mandwel lives in Stark County, Ohio with his wife, Jessica, and has two sons, Manny and Jordan.

At Invictus Capital Management, we provide independent, client-focused financial guidance designed to help individuals, families, and business owners build and protect lasting wealth. Our mission is simple: to empower you with clarity, confidence, and a strategic plan for financial success. As a fiduciary, we prioritize your best interests in everything we do. We offer comprehensive financial planning, investment management, retirement strategies, risk management, and tax-efficient solutions - always customized to your unique goals and life circumstances. Whether you're navigating a major life transition, planning for retirement, or seeking to grow and preserve your wealth, we provide the expertise and support to help you make informed decisions. The name Invictus, meaning unconquered, reflects our belief in financial resilience and long-term discipline. We take a steady, personalized approach, free from product sales and institutional pressure, ensuring our advice remains objective and aligned with your values. At Invictus Capital Management, you're not just a number. You're a partner. We build lasting relationships based on trust, transparency, and results - because we succeed when you do. Let's build your financial future, together.

There's nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for Mark? Successfully developing financial strategies for clients that get results. Since founding SWP in 2008, Mark put his competitive nature and years of experience to work putting points on the board for clients looking for sophisticated and comprehensive wealth management solutions. Mark works with a broad spectrum of high-net-worth individuals, from business owners to professional athletes, and crafts strategies tailored to their specific goals.

As much as Mark loves winning, he also enjoys educating others on how they can take charge of their financial futures. Mark is an especially effective communicator whose expertise is sought by national media outlets. You might recognize him from his regular appearances as a co-host on Fox Business's Mornings with Maria and Varney & Co. Along with his eBook Tilting the Odds, Mark has authored three Amazon bestsellers: Walk Away Wealthy: The Entrepreneur's Exit-Planning Playbook, Exceptional Wealth, and The Money Playbook: The Professional Athlete's Guide to Building Lifelong Wealth. Additionally, Mark's an NFLPA Registered Player Financial Advisor.

Under Mark's leadership, SWP has been named on Inc. Magazine's Inc. 5000 list for four consecutive years. In 2015, he was featured on the Forty Under 40 list by Crain's Cleveland Business. Mark is an active member of Entrepreneurs' Organization (EO) and Young Presidents' Organization (YPO). Mark donates his time to various philanthropic endeavors as a Board Member for Make-A-Wish. He is also a loyal contributor to the Tunnel to Towers Foundation and is an active proponent for The Innocence Project.

Mark earned his BSBA in finance from John Carroll University and holds a CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He lives in Richfield, Ohio with his wife, Jamie, three children, and dog Brody (a Cane Corso). In his downtime, Mark enjoys fitness, golf, softball, skiing, and coaching his kids' sports teams.

We provide professional and objective financial advice, all under one roof. Strategic Wealth Partners helps you get more from your investment portfolio, fund your children's education, plan for retirement, and minimize your tax exposure. If you're a business owner, we help you plan and execute your exit strategy. Helping people across the full spectrum of financial services is what we do, and it's what drives us, every day.

After graduating from the University of Kentucky in 1990, I enjoyed three decades as a clinical pharmacist facilitating high level patient centered care in various acute care hospitals and specialty home infusion centers. I left the world of healthcare to focus on the financial health of others. I especially enjoy financial planning with an eye toward tax efficient strategies to minimize tax burdens for estates and retirees. In my free time I enjoy tinkering with and driving antique Harleys and muscle cars; as well as traveling, hiking and fly fishing.

For more than 23 years, Bullseye has guided successful individuals and families with strategies built on clarity, discipline, and fiduciary care. Founded with one purpose, to provide truly independent advice free from commissions or product sales. That mission continues to define us today. We currently operate 8 offices across 3 states (Ohio, West Virginia, & Kentucky), serve clients nationwide and internationally.

Offices in Louisville, Bardstown & Florence, KY. Huntington and Hurricane, WV.

Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You.

Sequoia Financial Group offers full-service, comprehensive wealth management services.

Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away.

Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape.

Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group:

Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love.

Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.

Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You.

Sequoia Financial Group offers full-service, comprehensive wealth management services.

Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away.

Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape.

Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group:

Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love.

Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.

Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You.

Sequoia Financial Group offers full-service, comprehensive wealth management services.

Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away.

Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape.

Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group:

Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love.

Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.

Our secondary office location is at 2000 Auburn Dr., Suite 350 Beachwood, OH 4412