Maumee, OH
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Find Top Financial Advisors in Maumee, Ohio

Maumee, Ohio is home to a population of over 13,000 residents and has a cost of living that is 10% lower than the national average. While this may be beneficial for Maumee residents' finances, it is important to seek the advice of an experienced and certified financial advisor to uncover economic growth opportunities. However, finding the right financial advisor can be a time-consuming task. Therefore, Maumee residents may use WiserAdvisor's directory listing below. WiserAdvisor's directory lists ranked financial advisors and advisory firms experienced in assisting clients in and near Maumee, Ohio, and can serve as a valuable starting point as you search for a trustworthy financial advisor. Our directory listing of vetted financial advisors and financial advisory firms has experience providing tailored guidance in financial planning, investment strategies, wealth management, retirement planning, estate planning, and more.

Finding the Top Financial Advisor in Maumee, Ohio

Last Updated - May 16, 2024

Maumee has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Maumee, Ohio have an average of 18 years of experience.

NOTE: The list of vetted financial advisors in Maumee, 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 Maumee, Ohio.

Qualified Financial Advisors in Maumee, Ohio

Financial Advisor Experience AUM Minimum Assets Fee Structure
Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
EXECUTIVE WEALTH MANAGEMENT
135 W North Street Ste 1,
Brighton, MI 48116
17 Years Not Specified $500,000 Fee-Based
Michael Jergens
Registered Financial Consultant (RFC)
EDELMAN FINANCIAL ENGINES, LLC
201 West Big Beaver Road,
Suite 950,
Troy, MI 48084
20 Years Not Specified Not Specified Fee-Based

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Information on Qualified Financial Advisors in Maumee, Ohio

Qualifications CRD# 5795799
Firm CRD# 140736

Compensation/Fee Fee-Based, Based on Assets


Office Location 135 W North Street Ste 1,
Brighton,
MI
48116
Phone Number 810-229-6446

Todd joined Executive Wealth Management in 2019. Prior to joining EWM, he worked as a Senior Financial Planner for an independent wealth management firm gaining extensive experience in financial planning and portfolio management. Todd's background also includes tax planning and preparation after having prepared returns for over ten years. He believes the integration between taxes and investments, and the proactive planning work involved, are a vital part of the wealth management process and has been previously quoted in the Wall Street Journal discussing the subject in an article titled, "Advisors Focus on 2013 Tax Plans". Todd is a graduate of Central Michigan University and started in the financial services industry in 2005. In addition to the CFP® certification, he has also earned the Certified Investment Management Analyst and Certified Private Wealth Advisor designations. He currently resides in Brighton with his wife, Kristen. When not spending time with their three children, Todd enjoys hockey, golf and being involved in the Brighton community.

About Executive Wealth Management

Executive Wealth Management

Managing wealth is complex. We simplify it by providing retirement, investment, tax, and legal solutions to help you Live with Confidence. At Executive Wealth Management, Todd serves as a Senior Private Wealth Advisor working directly with clients to develop and implement comprehensive financial plans that address their evolving goals and financial needs. Our firm helps clients in the areas of retirement planning, investment management, risk management, tax planning, estate planning, business succession planning, and charitable planning.

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, Tax Advice and Services


Qualifications CRD# 4770771
Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 201 West Big Beaver Road,
Suite 950,
Troy,
MI
48084
Phone Number 248-581-3078

Since 2004, I've had the pleasure of working with my clients to help them navigate the financial markets, allowing them to achieve their personal and financial goals. In my free time, you'll find me traveling and exploring the outdoors or in the kitchen cooking with my beautiful family. I also have a passion for bringing classic cars back to life.

About Edelman Financial Engines, LLC

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
TFO WEALTH PARTNERS
1440 Arrowhead Drive, Maumee, OH 43537
56 4578 $3,223,537,849
A Percentage of AUM, Hourly charges, Fixed Fees
CAMELOT PORTFOLIOS, LLC
1700 Woodlands Dr, Suite 100, Maumee, OH 43537
7 3206 $285,980,210
A Percentage of AUM, Hourly charges, Performance Based
THE RETIREMENT GUYS FORMULA
1700 Woodlands Drive, Maumee, OH 43537
12 1740 $200,948,938
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS)
MUNN WEALTH MANAGEMENT, LLC
1700 Woodlands Drive, Suite 100, Maumee, OH 43537
7 1875 $164,136,221
A Percentage of AUM, Hourly charges, Fixed Fees
ATLANTIS WEALTH ADVISORS LLC
1700 Woodlands Dr., Suite 100, Maumee, OH 43537
4 831 $113,052,575
A Percentage of AUM, Hourly charges, Fixed Fees
CAMELOT EVENT-DRIVEN ADVISORS, LLC
1700 Woodlands Drive, Maumee, OH 43537
2 4 $59,084,308
A Percentage of AUM

    Frequently Asked Questions

    To know if a financial advisor in Ohio is legitimate and properly licensed, you can check their registration status with appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Ohio State Securities Board. It's also important to review each financial advisor for their years of experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and client testimonials to verify their credibility. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

    Financial advisors in Ohio can be compensated through a variety of fee structures. Some advisors can charge fees based on a percentage of assets under management or hourly rates for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to understand the fee structure of a financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the various fee structures advisors use, explore the costs of hiring a financial advisor.

    A financial advisor in Ohio can help you plan for your children's education expenses by analyzing your finances, setting savings goals, and recommending investment strategies. They can provide guidance on college savings plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, continue reading about the best approaches to prepare for your child's college journey.

    When choosing a financial advisor in Ohio, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.

    Financial advisors listed on our directory for the state of Ohio typically offer multiple financial services to help their clients, including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial services they offer.

    How often you should meet with your financial advisor may depend on your individual needs and financial situation. Some clients meet with their advisors quarterly or annually, while others may require more frequent meetings to stay on top of complex finances or significant life changes. With your financial advisor, your can discuss your financial circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.

    A financial advisor in Ohio can help you by creating a personalized retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. They will help you set realistic goals, select suitable retirement accounts like 401(k)s or IRAs, and develop an investment strategy for optimal retirement income. The advisor can also help you navigate complex retirement matters like Social Security and taxes, and offer ongoing monitoring and adjustments to ensure your plan stays on track. If you are seeking to connect with a financial advisor that can assist you in planning for retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.

    When choosing a financial advisor in Ohio, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.