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Find Top Financial Advisors in Maumee, 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 Maumee, Ohio
Last Updated - 21-Sep-2022

Maumee has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 10 non-vetted advisors in your local area. These financial advisors in Maumee, Ohio have an average of 21 years of experience.

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

Qualified Financial Advisors in Maumee, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
Karla Stanton
CFP®, AIF®, ChFC®
ENGLER, GARROW & ROTH, LTD
1645 Indian Wood Circle,
Ste.102,
Maumee, OH 43537
33 Not Specified $100,000 Fee-Based
Brian Sites
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39775 Traditions Drive,
Suite D-800,
Northville, MI 48168
15 Not Specified Not Specified Fee-Based
Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
EXECUTIVE WEALTH MANAGEMENT
135 W North Street Ste 1,
Brighton, MI 48116
16 Not Specified $250,000 Fee-Based

Information on Qualified Financial Advisors in Maumee

Qualifications CRD# 4885960
Firm CRD# 14303
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 1645 Indian Wood Circle,
Ste.102,
Maumee,
OH
43537
Phone Number 419-794-0550

Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®. John Engler, Matthew Garrow, and Timothy Roth have been guest speakers on financial planning, retirement, and estate planning topics for The Ohio State University Extension for the past several years. Matt and Tim have each served as President of the Society of Financial Service Professionals, Toledo Chapter. Tim currently serves on the Board of Lutheran Ministries of Mercy. Matt serves on the Morenci, Michigan Downtown Development Authority Board and is actively involved with the Kiwanis Club of Morenci. John is a past board member of the FPA of Northwest Ohio. Outside of the office, Matt farms 534 acres in Northwest Ohio with his brother where they grow corn and soybeans. Karla Stanton understands the challenges families face in balancing daily life while saving for the future, so she focuses her practice on the financial goals of families while still assisting clients who are focused on retirement and other goals. Karla has been actively involved in the Northwest Ohio/Southeast Michigan communities her entire life.

About Engler, Garrow & Roth, Ltd

Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton, all CERTIFIED FINANCIAL PLANNER™ professionals, have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation. The members of our firm have various active memberships in professional organizations, such as the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations. Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans. You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning


Qualifications CRD# 5058299
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 39775 Traditions Drive,
Suite D-800,
Northville,
MI
48168
Phone Number 248-412-0160

I am dedicated to empowering clients to reach their personal financial goals and making the large world of financial planning a little easier for them to understand through thorough education. If I am not at the office helping clients achieve their financial goals, I am most likely enjoying time outdoors, playing sports, or traveling with my family. I'm married with one son.

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# 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

Each EWM advisor leveraging every skill we have to change lives, that's the Executive Wealth Management difference. Our passion for our clients combined with our industry expertise has allowed us to become one of the largest independent wealth management firms in the country over the last 30 years and clients in over 40 states. As full-service private wealth advisors we build trusting relationships by meeting with our clients regularly to understand their evolving goals and implementing customized strategies to achieve their needs. At Executive Wealth Management, Todd serves as a 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, family office wealth management, and charitable planning. At Executive Wealth Management each person in our firm is dedicated to our clients. As a CERTIFIED FINANCIAL PLANNER (TM) professional and over 15 years of industry experience, Todd understands the diverse wealth planning needs of high net-worth individuals and families. As a Private Wealth Advisor, he leverages his passion and expertise to develop meaningful relationships, build actionable plans and customized portfolios, allowing you to both protect and grow your wealth as you navigate complex markets and transitions in life.

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


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

Firm Name AUM No. of Clients Fee Structure
Tfo-Tdc, Llc
1440 Arrowhead Drive,
Maumee, OH 43537
$3,551,088,033 4190 A percentage of AUM
Hourly charges
Fixed fees
Camelot Portfolios, Llc
1700 Woodlands Dr , Suite 100,
Maumee, OH 43537
$425,419,059 1321 A percentage of AUM
Hourly charges
Performance Based
Munn Wealth Management, Llc
1700 Woodlands Drive , Suite 100,
Maumee, OH 43537
$199,545,843 486 A percentage of AUM
Fixed fees
The Retirement Guys Formula
1700 Woodlands Drive,
Maumee, OH 43537
$187,631,593 1597 A percentage of AUM
Fixed fees
Other (SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS)
Atlantis Wealth Advisors Llc
1700 Woodlands Dr. , Suite 100,
Maumee, OH 43537
$135,918,161 704 A percentage of AUM
Hourly charges
Fixed fees
Camelot Event-Driven Advisors, Llc
1700 Woodlands Drive,
Maumee, OH 43537
$49,792,898 5 A percentage of AUM

    List of Additional Advisors in Maumee, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bechtel Financial Services, Inc.
    Inquire with Bechtel
    1745 Indian Wood Circle, Suite 265, Maumee, OH  43537 419-897-2400
    Larry Klotz
    Inquire with Larry
    655 Beaver Creek Circle, Maumee, OH  43537 419-344-9934
    Independent Retirement Solutions, LLC
    Inquire with Independent
    480 West Dussel Drive, Suite 145, Maumee, OH  43537 419-865-8579
    Erin L. Stickel
    Inquire with Erin
    1684 Woodlands Dr, Suite 100, Maumee, OH  43537 419-344-2716
    Allstate Personal Financial Representative: James Rightnowar
    Inquire with Allstate
    314 W Dussel Dr, Maumee, OH  43537 419-794-7766
    America's Retirement Headquarters
    Inquire with America's
    1700 Woodlands Drive, Maumee, OH  43537 419-842-0550
    George Calton
    Inquire with George
    3410 Briarfield Blvd, Suite 1a, Maumee, OH  43537 419-482-5590
    Edward Jones
    Inquire with Edward
    105 East Wayne Street, Maumee, OH  43537 419-897-3118
    Edward Jones
    Inquire with Edward
    1745 Indian Wood Circle, Ste 135, Maumee, OH  43537 419-482-5562
    Edward Jones
    Inquire with Edward
    3355 Briarfield Blvd, Suite D, Maumee, OH  43537 419-887-9055
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