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Find Top Financial Advisors in Sylvania, 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 Sylvania, Ohio
Last Updated - 16-May-2022

Sylvania has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 19 non-vetted advisors in your local area. These financial advisors in Sylvania, Ohio have an average of 21 years of experience.

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

Qualified Financial Advisors in Sylvania, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
Karla Stanton
CFP®, ChFC®, AIF®
ENGLER, GARROW & ROTH, LTD
1645 Indian Wood Circle,
Maumee, OH 43537
33 Not Specified $100,000 Fee-Based
Brian Sites
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39775 Traditions Drive,
Northville, MI 48168
15 Not Specified Not Specified Fee-Based
Sara Uh
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39425 Garfield Rd,
Clinton Township, MI 48038
17 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Sylvania

Qualifications CRD# 4885960
FirmCRD# 14303
Series 7, 66

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


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
FirmCRD# 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# 4938299
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 39425 Garfield Rd,
Suite 25,
Clinton Township,
MI
48038
Phone Number 248-468-1864

I chose to be a financial planner so I could combine my interest in finance with my desire to help families achieve their goals. I feel privileged to assist my clients and their loved ones with their financial health. Personally, my husband and I stay busy - coaching our two boys in various sports, such as golf, mountain biking, and skiing - and have a goal to see all the national parks together.

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.


Top Financial Advisor Firms in Sylvania, Ohio
Firm Name AUM No. of Clients Fee Structure
Venture Visionary Partners Llc
5520 Monroe Street , Suite B,
Sylvania, OH 43560
$3,377,952,718 4387 A percentage of AUM
Hourly charges
Fixed fees
Sjs Investment Services
6711 Monroe St. , Building Iv, Suite A,
Sylvania, OH 43560
$2,675,948,914 2479 A percentage of AUM
Fixed fees

    List of Additional Advisors in Sylvania, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Fifth Third Preferred
    Inquire with Fifth
    5833 Monroe Street, Sylvania, OH  43560 419-318-5534
    Allstate Personal Financial Representative: Jeffrey Little
    Inquire with Allstate
    6616 Monroe St, Ste 10, Sylvania, OH  43560 510-435-2000
    Robert Loeb, CFP
    Inquire with Robert
    5757 Monroe Street, Sylvania, OH  43560 419-318-5236
    Rachel Keesey
    Inquire with Rachel
    5757 Monroe Street, Sylvania, OH  43560 419-318-5064
    Sylvania, OH Branch Office
    Inquire with Sylvania,
    5757 Monroe Street, Sylvania, OH  43560 419-318-5100
    Cocke Seffernick Wealth Management
    Inquire with Cocke
    5757 Monroe Street, Sylvania, OH  43560 419-318-5126
    Summit Wealth Management Group
    Inquire with Summit
    5757 Monroe Street, Sylvania, OH  43560 419-318-5117
    John Spengler
    Inquire with John
    5757 Monroe Street, Sylvania, OH  43560 419-318-5234
    Thomas Gagnet
    Inquire with Thomas
    5757 Monroe Street, Sylvania, OH  43560 419-318-5019
    Green Dolgin Wealth Management
    Inquire with Green
    5757 Monroe Street, Sylvania, OH  43560 419-318-5123
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