Find the right advisors to meet your financial planning needs in Ohio

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Ohio that can fulfill your requirements.

List of Qualified
Financial Planners in Ohio

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Dan Brown

LPL Financial

11260 Chester Rd Suite 250

Cincinnati, OH 45246

513-252-6140

Connect with Dan
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James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440-617-9100

Connect with James
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Karla Stanton

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle
Ste.102

Maumee, OH 43537

419-794-0550

Connect with Karla
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Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423

937-610-9388

Connect with Shon
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Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

Connect with Dave
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Tim Hamilton

FinancialFamilies

2828 Carroll-Southern Road NW

Carroll, OH 43112

614-406-7141

Connect with Tim
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Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

Connect with Adam
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Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F

Dublin, OH 43016

614-504-0402

Connect with Brian
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Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

Connect with Britton
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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

885-752-6644

Connect with Doug
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Justin Kattau

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-490-4548

Connect with Justin
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Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

Connect with Kevin

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?