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

Lancaster has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 11 non-vetted advisors in your local area. These financial advisors in Lancaster, Ohio have an average of 23 years of experience.

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

Qualified Financial Advisors in Lancaster, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
Adam Roslovic
CFP®, Certificate in Blockchain and Digital AssetsSM
1 Easton Oval,
Suite 340,
Columbus, OH 43219
26 Not Specified Not Specified Fee-Based
Michael Kelsey
425 Metro Place North #620,
Dublin, OH 43017
20 $10000000 $25,000 Fee-Based

Information on Qualified Financial Advisors in Lancaster

Qualifications CRD# 5575320
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 1 Easton Oval,
Suite 340,
Phone Number 614-454-3393

I graduated from The Ohio State University with a Civil Engineering degree in 1994, attained my MBA in 2001 and the CERTIFIED FINANCIAL PLANNER (CFP®) certification in 2012. My career evolved from insurance risk management into financial planning, as I believe it's my mission to equip people to retire with financial stability. Outside of work, I enjoy spending time with my family, serving at my church and rooting for the Columbus Blue Jackets.

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# 4292753
Firm CRD# 6413
Series 7, 66

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

Office Location 425 Metro Place North #620,
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.

About LPL Financial

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

List of Additional Advisors in Lancaster, Ohio*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andy Ogilvie
Inquire with Andy
123 S Broad St, Ste 225, Lancaster, OH  43130 740-687-0973
JK Jones Financial Network
Inquire with JK
161 West Main Street, Lancaster, OH  43130 740-653-6900
Edward Jones
Inquire with Edward
600 N Broad Street, Lancaster, OH  43130 740-653-5302
Edward Jones
Inquire with Edward
2670 N Columbus St, Ste A, Lancaster, OH  43130 740-654-3829
Edward Jones
Inquire with Edward
636 E. Main Street, Lancaster, OH  43130 740-653-6069
Edward Jones
Inquire with Edward
1532 Sheridan Drive, Suite 100, Lancaster, OH  43130 740-785-4046
Edward Jones
Inquire with Edward
2670 N Columbus St, Ste A, Lancaster, OH  43130 740-654-3829
Edward Jones
Inquire with Edward
600 N Broad Street, Lancaster, OH  43130 740-653-5302
Edward Jones
Inquire with Edward
130 W Chestnut St, Lancaster, OH  43130 740-653-6987
Edward Jones
Inquire with Edward
2273 West Fair Avenue, Lancaster, OH  43130 740-653-3708
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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?