Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Powell
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
14
non-vetted advisors in your local area. These financial advisors in
Powell, Ohio
have an average of
24
years of experience.
NOTE: The list of financial
advisors in
Powell, 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
Powell, Ohio.
| Qualified Financial Advisors in Powell, Ohio | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Brian Mills
CFP® MILLS FINANCIAL PLANNING,INC. 5910 Wilcox Place, Suite F, Dublin, OH 43016 |
27 | $33m | $100,000 | Fee-Based |
| Michael Kelsey
LPL FINANCIAL 425 Metro Place North #620, Dublin, OH 43017 |
20 | $10000000 | $25,000 | Fee-Based |
| Doug Kinsey
Certified Divorce Financial Analyst(CDFA), CFP® ARTIFEX FINANCIAL GROUP, LLC 2305 Far Hills Avenue, Dayton, OH 45419 |
25 | Not Specified | Not Specified | Not Specified |
Qualifications
CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63
Compensation/Fee Fee-Based, Hourly, Commissions
Office Location
5910 Wilcox Place,
Suite F,
Dublin,
OH
43016
Phone Number
614-504-0402
Brian has more than 30 years of experience. He holds the following securities registrations: Series 6, 7, and 63, as well as the Ohio Life/Health insurance licenses. He has experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA. He is currently teaching financial planning courses at Franklin University as an adjunct professor.
We provide comprehensive financial planning services for those retired or planning to retire in the next 5 to 10 years. Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as Ohio Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA.
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, Insurance Products & Annuities
Qualifications
CRD# 4292753
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
425 Metro Place North #620,
Dublin,
OH
43017
Phone Number
614-419-1503
Michael Kelsey is an Investment Advisor Representative working at LPL Financial LLC in Dublin, OH and has over 14 years of experience in the finance industry. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. As a seasoned financial advisor, Michael Kelsey offers a process driven approach for strategic financial guidance to individuals, executives, and business owners in areas from wealth accumulation through wealth distribution. Michael is enthusiastic about guiding his clients and strives to build a reputation founded on honesty and integrity.
Primarily, we are committed to the individual. We believe in building trustworthy relationships that allows us to truly get to know our clients. We like our clients, and we enjoy working with them. By taking a process driven approach, we can get to know and understand our clients' unique and complex needs. By putting the relationship first, we can offer a client driven experience, one that is guided to each of our client's values and objectives with the ability to adjust to changes along the way.
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, Insurance Products & Annuities
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.
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.
Top Financial Advisor Firms in Powell, Ohio (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| NVEST WEALTH STRATEGIES, INC.
10268 Sawmill Parkway, Powell, OH 43065 |
$152,864,686 | 462 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Abel Financial Strategies Inquire with Abel |
3130 Winding Woods Drive, Powell, OH 43065 | 614-499-1201 |
| Comprehensive Wealth Partners Inquire with Comprehensive |
90 Hidden Ravines Dr, Powell, OH 43065 | 614-396-3800 |
| Paul C Carbetta Inquire with Paul |
90 Hidden Ravines Dr, Powell, OH 43065 | 614-396-3800 |
| Michael Alexander Inquire with Michael |
90 Hidden Ravines Dr, Powell, OH 43065 | 614-396-3800 |
| John M Reymann Inquire with John |
90 Hidden Ravines Dr, Powell, OH 43065 | 614-396-3800 |
| Client Centric Financial Advisors Inquire with Client |
9961 Brewster Lane, Suite 200, Powell, OH 43065 | 614-869-3001 |
| Teresa Russell & Brian Sweeney Inquire with Teresa |
4340 Millwater Dr, Powell, OH 43065 | 614-578-9090 |
| Fifth Third Preferred Inquire with Fifth |
8877 Owen Field Drive, Powell, OH 43065 | 740-879-5202 |
| Edward Jones Inquire with Edward |
9747 Fairway Dr, Powell, OH 43065 | 614-336-8683 |
| Edward Jones Inquire with Edward |
10200 Sawmill Pkwy, Powell, OH 43065 | 614-844-4229 |
Grow your AUM with pre-qualified leads!
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?
