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


James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440 6179100

Connect with James

Karla Stanton

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle

Maumee, OH 43537

419 7940550

Connect with Karla

Michael Kelsey

LPL Financial

425 Metro Place North #620

Dublin, OH 43017

614 4191503

Connect with Michael

Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513 9846696

Connect with Dave

Rick Scheeler

Scheeler Financial Group

9078 Union Centre Blvd, Suite 202

West Chester, OH 45069

513 8836100

Connect with Rick

Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F

Dublin, OH 43016

614 5040402

Connect with Brian

Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888 2426766

Connect with Britton

Dan Brown

National Wealth Management Group / LPL Financial

11260 Chester Rd Suite 250

Cincinnati, OH 45246

513 2526140

Connect with Dan

Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

855 7526644

Connect with Doug

Glenn Downs

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888 2426766

Connect with Glenn

Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330 7770688

Connect with Kevin

Axim Planning & Wealth

Axim Planning & Wealth

4 Sycamore Creek Drive

Springboro, OH 45066

937 2912060

Connect with Axim

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