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Find Top Financial Advisors in Miamisburg, Ohio

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Miamisburg, Ohio. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Miamisburg

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Miamisburg, Ohio
Financial Advisor Office Location Phone Number
Justin Kattau
Edelman Financial Engines, LLC
10100 Innovation Drive,
Miamisburg, OH 45342
937-490-4548
Doug Kinsey
CERTIFIED FINANCIAL PLANNER™ Certificant, CDFA
Artifex Financial Group, LLC
2305 Far Hills Avenue,
Dayton, OH 45419
855-752-6644
Shon Anderson
CFA®, CFP®
Anderson Financial Strategies
2500 Stratacache Tower,
Dayton, OH 45423
937-610-9388
Britton Riley
Allworth Financial
7890 E. Kemper Road, Suite 200,
Cincinnati, OH 45249
888-242-6766
Dave Wilder
CERTIFIED FINANCIAL PLANNER™ Certificant, CTFA, AIF
Total Wealth Planning LLC.
4665 Cornell Rd,
Cincinnati, OH 45241
513-984-6696

Information on Qualified Financial Advisors in Miamisburg

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 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.


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.


Qualifications CRD# 5276913
FirmCRD# 290343
Series 65

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


Office Location 2500 Stratacache Tower,
Dayton,
OH
45423
Phone Number 937-610-9388

Shon began his financial career in 2003. He is a two time graduate of Wright State University earning both a Bachelors degree in financial services as well as an M.B.A. in finance. Shon has also earned the distinguished designations of CERTIFIED FINANCIAL PLANNER" and Chartered Financial Analyst. Shon is the current President of the CFA Board of Dayton. Shon is also involved with the Wright State chapter of Delta Tau Delta as an alumni advisor. In the past, Shon has volunteered his time with the Dayton chapter of SCORE, Counselor's to America's Small Business and St. Vincent DePaul gateway shelter. On a personal note, both Shon and his wife Jess grew up in the lake community of Shawnee Hills near the small town of Jamestown, Ohio. Presently, they reside in Beavercreek, Ohio with their three daughters and son.

About Anderson Financial Strategies

Anderson Financial Strategies, LLC is an independently owned financial planning and investment management firm located in Dayton, Ohio. Our mission is to provide both individual and business clients with boutique level attention along with the most advanced financial strategies to help them achieve their goals. We embrace serving as a fiduciary to our clients by placing their needs first. Our focus is on providing unbiased, objective advice that is customized to fit the unique needs of our clients. As a client, you will be plugged into an "ecosystem" of financial advice that is designed to give you confidence about your financial decisions.

Advisory Services Provided

Portfolio Management, Retirement Planning, Tax Advice and Services, Insurance Planning


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# 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


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Frequently Asked Questions

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?