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Find Top Financial Advisors in Mason, Ohio
Mason, Ohio, is known for its strong local economy, excellent schools, safety, and family-friendly amenities, making it ideal for professionals and families. With a growing business sector, proximity to Cincinnati's financial hub, and a lower cost of living compared to major metropolitan areas, Mason offers unique opportunities for wealth-building and an ideal place to put down your roots. Whether you're planning for the future, managing investments, or preparing for retirement, working with the best financial planner in Mason, OH can help you create a solid financial roadmap for the future.
The city is home to several quality financial advisors however, finding the top fiduciary financial advisor in Mason, OH can be a challenge. WiserAdvisor makes the process easier by matching you with 2-3 vetted financial professionals who align with your specific financial goals. Whether you're seeking the top portfolio manager in Mason, OH to manage your investments, or looking to protect your assets, our trusted advisors can help create personalized strategies to meet your specific needs.
For over two decades, we have maintained a trusted directory of financial advisors who meet strict industry standards. Having a financial advisor who can understand your specific financial situation and create the best retirement plans in Mason, OH, to take care of your retirement needs would go a long way toward securing a comfortable retirement. Do note that the service is free, and you have no obligation to hire.
How To Find Trusted Financial Advisors in Mason, Ohio
Mason has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Mason, Ohio have an average of 26 years of experience.
NOTE: The list of vetted financial advisors in Mason, 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 Mason, Ohio.
Qualified Financial Advisors in Mason, Ohio
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
Edelman Financial Engines, LLC100 East Business Way, Summit Woods I BuildingCincinnati, OH 45241 10100 Innovation DriveMiamisburg, OH 45342 | N/A | $0 | Not Specified | Fee-Only |
| 26 Years | $40,000,000 | $25,000 | Fee-Based | |
| 26 Years | Not Specified | $0 | Fee-Based |
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Information on Qualified Financial Advisors in Mason, Ohio
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.
Paul shuns the traditional "cookie-cutter" approach to financial planning, and instead utilizes his experience and know-how to develop optimal, high quality solutions that help meet his clients' specific needs and goals. He employs a variety of financial strategies and investment products to help craft the proper strategy.
Having been both a Dayton and Cincinnati resident, Paul has served the community by hosting numerous financial workshops and events for individuals and corporations.
Paul has been married to his wife Shelly for 36 years. They have five children: Tyler, Jackie, Natalie, Michael, and Sheilah. Paul enjoys spending time with his family, boating, and sporting events.
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.
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