Miamisburg, OH
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Find Top Financial Advisors in Miamisburg, Ohio

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 Miamisburg, Ohio

Last Updated - May 11, 2024

Miamisburg has 8 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Miamisburg, Ohio have an average of 25 years of experience.

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

Qualified Financial Advisors in Miamisburg, Ohio

Financial Advisor Experience AUM Minimum Assets Fee Structure
David Bailey
EDELMAN FINANCIAL ENGINES, LLC
10100 Innovation Drive,
Suite 160,
Miamisburg, OH 45342
24 Years Not Specified Not Specified Fee-Based
Doug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA)
ARTIFEX FINANCIAL GROUP, LLC
2305 Far Hills Avenue,
Dayton, OH 45419
25 Years Not Specified $500,000 Not Specified
Rick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC®
SCHEELER FINANCIAL GROUP
9078 Union Centre Blvd, Suite 202,
West Chester, OH 45069
22 Years Not Specified $500,000 Fee-Based
Allworth Financial
7890 E. Kemper Road, Suite 200,
Cincinnati, OH 45249
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF)
TOTAL WEALTH PLANNING LLC.
4665 Cornell Rd,
Suite 160,
Cincinnati, OH 45241
30 Years $0 $5,000 Fee-Only
Tom Nemec
CMFC®
EDELMAN FINANCIAL ENGINES, LLC
Summit Woods I Building,
100 East Business Way Suite 360,
Cincinnati, OH 45241
7310 Turfway Road Suite 550,
Florence, KY 41042
26 Years Not Specified Not Specified Fee-Based

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Information on Qualified Financial Advisors in Miamisburg, Ohio

Qualifications CRD# 4175828
Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 10100 Innovation Drive,
Suite 160,
Miamisburg,
OH
45342
Phone Number 937-431-1925

I'm a financial planner who specializes in retirement income strategies and planning for financial goals. I have a passion for helping my clients and their families achieve a brighter financial future. In my spare time, Im usually spending time with my family or attending sporting events in the area.

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 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
Firm CRD# 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, 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.


Qualifications CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 9078 Union Centre Blvd, Suite 202,
West Chester,
OH
45069
Phone Number 513-883-6100

My objective is to help my clients gain a sense of clarity about their future, build a financial plan to get there and then implement by investing in the future. We care deeply about our clients - it is so much more than business to us. We take their success personally. Trust is essential for every relationship to be prosperous which is why I take the time to get to know the people I work with personally. As an independent advisor, the client is my sole consideration. I am committed to my candor, empathy, and dedication when prioritizing values and creating a holistic long-term plan.

About Scheeler Financial Group

Scheeler Financial Group

We are an INDEPENDENT ADVISORY FIRM which allows us to be FOCUSED ENTIRELY ON YOU. We exist to provide a one-of-a-kind, high-end concierge experience. WE CARE PERSONALLY ABOUT YOUR SUCCESS!

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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


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

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

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

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


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

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


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.

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# 3063208
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location Summit Woods I Building,
100 East Business Way Suite 360,
Cincinnati,
OH
45241
Phone Number 513-619-5794

Office Location 7310 Turfway Road Suite 550,
Florence,KY 41042
Phone Number 513-619-5794

I'm a financial planner with experience in securities, investment strategies, and retirement planning. Every day, I help my clients find the right path to their financial future that works with their unique lives today and tomorrow. In my free time, I love experimenting with new recipes, traveling to new places, and watching new movies.

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 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.


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
RIGHTWEALTH ADVISORS, LLC
10050 Innovation Drive, Suite 130, Miamisburg, OH 45342
4 646 $160,722,009
A Percentage of AUM, Fixed Fees

    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.