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

advisor

Doug Kinsey

Artifex Financial Group, LLC

855 7526644

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James Elios

Elios Financial Group, Inc.

440 6179100

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Jonathan Kesselman

Kesselman Wealth Management

440 7093315

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Rick Scheeler

Scheeler Financial Group

513 8836100

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Andrew Hayek

Bluestone Wealth Partners / LPL Financial

614 3927497

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Brian Davis

Davis Wealth Management, LLC

330 7773329

advisor

Brian Mills

Mills Financial Planning,Inc.

614 5040402

advisor

Dan Brown

National Wealth Management Group / LPL Financial

513 3913187

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Kevin Kroskey

True Wealth Design, LLC

330 7770688

advisor

James Evans

TTG Financial Inc

330 4912220

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