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Find Top Financial Advisors in Mason, 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 Mason, Ohio
Last Updated - 17-Jun-2022

Mason has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 13 non-vetted advisors in your local area. These financial advisors in Mason, Ohio have an average of 23 years of experience.

NOTE: The list of financial advisors in Mason, 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 Mason, Ohio.

Qualified Financial Advisors in Mason, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
Britton Riley
CFP®
ALLWORTH FINANCIAL
7890 E. Kemper Road, Suite 200,
Cincinnati, OH 45249
Not Disclosed Not Specified Not Specified Fee-Based
Glenn Downs
CFS®
ALLWORTH FINANCIAL
7890 E. Kemper Road, Suite 200,
Cincinnati, OH 45249
Not Disclosed Not Specified Not Specified Fee-Based
Dave Wilder
Accredited Investment Fiduciary® (AIF), CFP®, Certified Trust and Financial Advisor (CTFA)
TOTAL WEALTH PLANNING LLC.
4665 Cornell Rd,
Suite 160,
Cincinnati, OH 45241
30 $520M $5,000 Fee-Only
Dan Brown
CWS®
NATIONAL WEALTH MANAGEMENT GROUP / LPL FINANCIAL
11260 Chester Rd Suite 250,
Cincinnati, OH 45246
26 $40,000,000 $25000 Fee-Based
Justin Kattau
EDELMAN FINANCIAL ENGINES, LLC
10100 Innovation Drive,
Suite 160,
Miamisburg, OH 45342
14 Not Specified Not Specified Fee-Based
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

Information on Qualified Financial Advisors in Mason

Qualifications CRD# 6431601
FirmCRD# 111167

Compensation/Fee Fee-Based


Office Location 7890 E. Kemper Road, Suite 200,
Cincinnati,
OH
45249
Phone Number 888-242-6766

Britton Riley is a CERTIFIED FINANCIAL PLANNER™ professional and a financial advisor in our Cincinnati office. An outdoor enthusiast, and the father of two children, Britton holds a Bachelor of Arts degree from Miami University in Oxford, Ohio.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 1839892
FirmCRD# 111167

Compensation/Fee Fee-Based


Office Location 7890 E. Kemper Road, Suite 200,
Cincinnati,
OH
45249
Phone Number 888-242-6766

With over 30 years of financial sector experience, Glenn Downs is an advisor in our Cincinnati office and father of five children.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2063597
FirmCRD# 174434
Series 65 (Not needed as an RIA)

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


Office Location 4665 Cornell Rd,
Suite 160,
Cincinnati,
OH
45241
Phone Number 513-984-6696

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.

About Total Wealth Planning LLC.

For over 30 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.

Advisory Services Provided:

Financial Advice & Consulting


Qualifications CRD# 4163118
FirmCRD# 6413
Series 6, 7, 53, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 11260 Chester Rd Suite 250,
Cincinnati,
OH
45246
Phone Number 513-252-6140

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.

About National Wealth Management Group / LPL Financial

LPL was Founded in 1989 , and currently has over 18,000 advisors, 800 financial partners , and Fortune 500 Company.

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# 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.


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.


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

Firm Name AUM No. of Clients Fee Structure
Matson Money, Inc.
5955 Deerfield Blvd.,
Mason, OH 45040
$19,222,844,988 65232 A percentage of AUM
Other (SEE DESCRIPTION IN MISC. SECTION)
Generations Wealth, Llc
5947 Deerfield Blvd , Suite 202,
Mason, OH 45040
$271,873,313 288 A percentage of AUM
Fixed fees

    List of Additional Advisors in Mason, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Gene Peters
    Inquire with Gene
    5770 Gateway Blvd, Ste 104, Mason, OH  45040 513-322-5611
    George Goodall
    Inquire with George
    5770 Gateway Blvd, Ste 104, Mason, OH  45040 513-322-5611
    Jason Goodall
    Inquire with Jason
    5770 Gateway Blvd, Ste 104, Mason, OH  45040 513-322-5611
    Goodall & Peters Financial Advisory Group
    Inquire with Goodall
    5770 Gateway Blvd, Ste 104, Mason, OH  45040 513-322-5611
    Steven Arengo, CFP, AIF
    Inquire with Steven
    5450 Crestwood Drive, Mason, OH  45040 813-475-6171
    Fifth Third Preferred
    Inquire with Fifth
    225 West Main Street, Mason, OH  45040 513-234-8850
    Allstate Personal Financial Representative: Joseph Doner
    Inquire with Allstate
    8561 S Mason Mntg Rd, Ste 27, Mason, OH  45040 513-336-6624
    Fifth Third Preferred
    Inquire with Fifth
    225 West Main Street, Mason, OH  45040 513-234-8850
    Fifth Third Preferred
    Inquire with Fifth
    5100 Terra Firma Drive, Mason, OH  45040 513-234-6290
    Roderick Gosa
    Inquire with Roderick
    7588 Central Parke Blvd, Ste 326, Mason, OH  45040 513-204-1569
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