Fiduciary advisors in Ohio

Akron, Ohio

Lee Hyder and Associates is an investment advisory firm in Akron, Ohio. Services include Financial Planning and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 24 Google reviews.

Akron, Ohio

Golden Reserve is an investment advisory firm in Akron, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Akron, Ohio

W3 Financial Group is an accounting and wealth management firm based in Akron, Ohio, with a team of CPAs and business valuation analysts offering financial planning, investment management, and business accounting services. The firm serves business owners and individuals with services including retirement planning, succession planning, estate planning, corporate retirement plan design, and tax advisory. With over 30 years of experience, the firm employs a strategic, discovery-based planning process that begins with understanding the client's current situation and future objectives. W3 maintains multiple office locations and serves clients across the United States.

Akron, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Akron, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Akron, Ohio

Koch Cushing Financial Group has served individuals and businesses in Akron, Ohio for over 20 years, offering financial planning services and connections to money managers. The firm works with public sector employees, high-net-worth clients, and others seeking financial guidance, and provides educational events alongside a range of financial products and services.

Akron, Ohio

Wealth Enhancement Group is an investment advisory firm in Akron, Ohio. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Ashland, Ohio

Compass Financial Strategies, based in Ashland, Ohio, has offered financial planning services since 2010, when it initially operated as part of a broader insurance and financial services firm before separating to focus exclusively on financial planning around 2020. The firm serves individuals, families, and business owners with a planning process centered on understanding personal values and life aspirations before developing financial strategies, addressing areas such as retirement, education funding, business succession, and ongoing portfolio management. The team comprises three advisors with combined experience spanning 68 years and emphasizes a life-planning-first approach rather than purely technical financial optimization.

Ashland, Ohio

Livelsberger Financial Advisory is a fee-based financial planning firm based in Ashland, Ohio, with more than 30 years of industry experience and registration with the Ohio Division of Securities. The firm serves individuals, families, and small to mid-size businesses across multiple states, offering retirement planning, investment strategy, and pension plan consulting tailored to clients' specific objectives. Operating under a fiduciary duty, the firm structures compensation around portfolio value rather than product sales to align its interests with clients' needs.

Beachwood, Ohio

The WealthCare Group of Raymond James is an investment advisory firm in Beachwood, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Beavercreek, Ohio

Rodriguez Financial Strategies is a financial advisory firm in Beavercreek, Ohio, led by a president with the RICP® credential and a financial advisor holding CFF® and CRPC™ designations. The firm provides investment management and financial planning services with a stated focus on client goals rather than product sales or commission-based compensation. The firm employs a team-based approach and emphasizes personalized attention to address clients' financial objectives across multiple life events.

Beavercreek, Ohio

3 Point Wealth Strategies, based in Beavercreek, Ohio, offers financial planning with a focus on retirement planning. The firm is led by Jerry L. Butts, a Certified Fund Specialist with over 28 years of experience in investment and retirement planning, and operates as an independent advisor. The firm emphasizes client-centered relationships and objective guidance across retirement and investment planning matters.

Beavercreek, Ohio

Fee-Based

Pinnacle Investment Advisors is an investment advisory firm in Beavercreek, Ohio. Compensation is on a fee-based basis. The office has a wheelchair-accessible entrance. The office is open daily.

Beavercreek, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Beavercreek, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office is open five days a week. It holds a 4.2-star rating from 10 Google reviews.

Brecksville, Ohio

Return on Life Wealth Partners, based in Brecksville, Ohio, has served business owners and individuals since 1994. The firm offers investment management, comprehensive financial planning, tax planning, estate and legacy planning, business exit planning, buy-sell agreement structuring, and ancillary services including insurance referrals, trust administration, and valuations. The firm employs certified investment planners and structures its approach around a philosophy that considers clients' broader life goals and personal fulfillment alongside financial matters. Services are organized into tracks for private individuals, business owners, and those seeking broader financial wellness support.

Bryan, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bryan, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Bucyrus, Ohio

McConnell Wealth Management, LLC, based in Bucyrus, Ohio, offers investment management and wealth management services delivered on a one-on-one basis. The firm works with clients to develop investment strategies aligned with individual risk tolerance, time horizons, and financial goals, with an emphasis on transparency and ongoing communication. Brian McConnell, the principal advisor, takes a proactive approach to help clients address financial objectives and anticipate evolving needs over time.

Canton, Ohio

CommQuest Services operates a Payee Center in Canton, Ohio that serves as a representative payee for Social Security beneficiaries who need assistance managing their finances. The center works with minor children receiving benefits, adults with mental health or developmental disabilities, and others unable to handle financial management due to illness or injury. Services include opening bank accounts, creating monthly budgets, arranging bill payments, and issuing prepaid debit cards. The Payee Center maintains office hours Mondays and Wednesdays mornings and phone availability Monday, Wednesday, and Friday afternoons.

Canton, Ohio

Compass Financial Strategies, operating in Canton, Ohio since 2010, provides financial planning services centered on aligning clients' financial decisions with their personal values and life aspirations. The firm works with individuals, families, couples, business owners, and students, offering services that include comprehensive financial planning, business exit strategies, education funding optimization, and ongoing plan management. The three-advisor team employs a process that begins with understanding client goals and values, identifies potential obstacles, and implements personalized strategies with continuous monitoring and adjustment. The firm emphasizes life planning as foundational to financial planning rather than treating financial advice as a standalone service.

Canton, Ohio

Chosen 1 Consulting LLC, founded in 2014 by Kiona Stevens, offers financial planning and tax preparation services with a focus on debt management. The firm serves lower and middle-income households and recent graduates, emphasizing personalized attention and education around credit, investments, and tax strategy. Stevens brings over 20 years of financial experience and holds four degrees plus four professional certificates.

Canton, Ohio

Fee-Only

JGR Financial Solutions is an investment advisory firm in Canton, Ohio. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Compensation is on a fee-only basis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Celina, Ohio

Western & Southern Life is an investment advisory firm in Celina, Ohio. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Centerburg, Ohio

Cooper, Adel, Vu Financial and Tax Services, based in Centerburg, Ohio, offers estate planning and tax advisory services to clients navigating retirement account distributions, tax-efficient withdrawal strategies, and charitable giving. The firm's representatives are registered with CoreCap Investments and CoreCap Advisors, conducting both securities transactions and investment advisory services, with branch offices in Centerburg and Monroe, Ohio. The firm addresses concerns around managing pre-tax retirement accounts, minimizing capital gains taxes, and understanding the tax and Medicare implications of retirement withdrawals.

Centerville, Ohio

Raymond James & Associates is an investment advisory firm in Centerville, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Centerville, Ohio

Contrail Financial is an investment advisory firm in Centerville, Ohio. Services include Financial Planning. The firm specializes in Small Business. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Centerville, Ohio

Lifetime Wealth Partners LLC, based in Centerville, Ohio, provides financial planning and investment advisory services through Michael S. Cardwell and affiliated professionals. The firm is registered with Eagle Strategies LLC as an investment adviser and with New York Life Securities LLC as a registered representative, holding licenses in life and health insurance across multiple states. Cardwell holds a Bachelor of Science in Business Administration and the LUTCF designation, with over 25 years of experience in financial services.

Centerville, Ohio

Ridgeline Wealth Planning is an investment advisory firm in Centerville, Ohio. Services include Estate Planning, Financial Planning, Retirement Planning, and Tax Planning. The firm specializes in Tax Strategy. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Chagrin Falls, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Chagrin Falls, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Chagrin Falls, Ohio

Alasdair Cooper - Raymond James is an investment advisory firm in Chagrin Falls, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Cincinnati, Ohio

HORAN Wealth is a Cincinnati-based financial advisory firm offering financial planning, retirement planning, estate planning, and wealth management services to individuals and business owners. The firm is SEC-registered and operates through HORAN Securities, Inc. (a FINRA/SIPC member) for securities offerings and HORAN Wealth Management for investment advisory services. Services include insurance consultation, Social Security planning, tax-efficient asset transfer strategies, and business succession planning, with particular focus on estate planning as a specialty.

Cincinnati, Ohio

Cerity Partners is an investment advisory firm in Cincinnati, Ohio. The office is open daily.

Cincinnati, Ohio

Wealth Enhancement Group is an investment advisory firm in Cincinnati, Ohio. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Cincinnati, Ohio

Jackson Wealth Strategies, Ltd, founded in 2007 by Richard Jackson, provides financial planning and investment management services with a focus on retirement planning. The firm works with retirees, pre-retirees, business owners, and successful professionals, emphasizing alignment of financial decisions with clients' personal values and goals. Based in Cincinnati, Ohio, the firm partners with New York Life and its affiliated companies to deliver services that address life events including college funding, business transition planning, and lifestyle protection.

Cincinnati, Ohio

Horter Investment Management is a Cincinnati-based registered investment advisory firm offering financial planning and investment management services. The firm employs a tactical investment strategy focused on reducing portfolio volatility through active monitoring and adjustment, moving away from passive buy-and-hold approaches. Founded in 1987, the firm works with clients to design customized portfolios aligned with individual goals while managing risk across different life stages and market conditions.

Cincinnati, Ohio

Credent Wealth Management - Cincinnati, OH is an investment advisory firm in Cincinnati, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cincinnati, Ohio

Raymond James & Associates is an investment advisory firm in Cincinnati, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Cincinnati, Ohio

Wealthquest is a Cincinnati-based wealth management firm serving clients nationwide, founded by Wade K. Daniel, CFA, CFP®. The firm provides estate planning, financial planning, investment management, and tax preparation services through an integrated team operating under a single fee arrangement, rather than requiring clients to coordinate multiple independent advisors. By consolidating investment management, financial planning, tax services, and estate planning under one roof, the firm aims to align advice across disciplines and reduce coordination gaps typical in fragmented advisory relationships.

Cincinnati, Ohio

SaveMake, based in Cincinnati, Ohio, offers financial coaching and self-service tools focused on debt elimination and wealth building. The firm is led by a coach who works with clients on personalized financial planning through judgment-free consultations and customizable coaching packages, with an initial free 20-minute consultation available.

Cincinnati, Ohio

Fee-Only

Wealth Dimensions Group is an independent investment advisory firm in Cincinnati established in 1986 that operates on a fee-only basis and serves as a fiduciary. The firm specializes in investment management, wealth management, and small business advisory services, with team members holding credentials including CFP®, CFA®, and CDFA® designations. The firm uses a collaborative, multi-disciplinary approach to financial planning, beginning with discovery sessions and moving into comprehensive plan development and ongoing coordination with clients.

Cincinnati, Ohio

Independent RIA

Aspiriant Wealth Management is an independent ria firm in Cincinnati, Ohio. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Its advisors hold CLU credentials. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Cincinnati, Ohio

Nova Capital is an investment advisory firm in Cincinnati, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 27 Google reviews.

Cincinnati, Ohio

Bank-Affiliated

Ascent Private Capital Management is a bank-affiliated wealth advisory firm operating under U.S. Bank that focuses on financial planning for families with significant assets. The firm provides multigenerational planning, investment management, and legacy structuring services, including private foundation guidance, with an emphasis on aligning strategies to clients' values and long-term family goals. The firm emphasizes personalized advisory relationships and custom-tailored approaches rather than standardized solutions.

Cincinnati, Ohio

The Original Tax Place on Main Street, operating as Hicks & Mann Wealth Management, integrates tax planning and investment management for individuals and families, with headquarters in Kentucky and a Cincinnati satellite office. The firm's approach combines portfolio management, retirement income planning, tax-loss harvesting, and business advisory services, with a requirement that new clients engage both tax and wealth management services. The team includes three CFP® partners—Matthew Mann (also an EA), Ryan Totten (also an EA), and Hunter Rambin (also a CPA)—along with supporting advisors and staff, operating on a fiduciary basis.

Cincinnati, Ohio

The Lyon Group, LLC, based in Cincinnati, Ohio, offers fee-based financial planning and investment advisory services through Eagle Strategies LLC, which is SEC-registered as an investment adviser and a subsidiary of New York Life Insurance Company. Led by President Bob Nienaber and William Lyon, the firm serves multi-generational families and works with clients to align financial decisions with their personal priorities. The firm leverages connections to New York Life's Advanced Planning Group for estate, trust, and business planning expertise, and partners with Ash Brokerage to access additional insurance and annuity products beyond those available through New York Life.

Cincinnati, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Cincinnati, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.6-star rating from 5 Google reviews.

Cincinnati, Ohio

Corient is an investment advisory firm in Cincinnati, Ohio. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cleveland, Ohio

Firefly Wealth Management is a fee-only fiduciary firm in Cleveland, Ohio founded by Joshua F. Levine, CFP, serving attorneys and lawyers. The firm provides financial planning, investment management, estate planning coordination, and HR benefits advisory tailored to legal professionals navigating variable compensation, retirement benefits, and complex financial situations. It charges either a percentage of assets under management or flat fees (financial plans range from $5,000–$15,000), maintains no custody of client funds, and does not sell proprietary products.

Cleveland, Ohio

Fruitful Life Adv Gr is an investment advisory firm in Cleveland, Ohio. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Cleveland, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Cleveland, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Coldwater, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Coldwater, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Columbus, Ohio

Peak Retirement Planning, Inc. is an investment advisory firm in Columbus, Ohio. Services include Financial Planning and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 311 Google reviews.

Columbus, Ohio

Cardinal Financial Advisers, LLC, founded in 1986 and based in Columbus, Ohio, offers financial planning and asset management services along with insurance products including life, disability, annuities, and long-term care coverage. Partner Juliana Damopoulos, a Senior Financial Adviser since 2018, specializes in retirement planning for first responders, with expertise in Ohio and federal pension systems (OP&F, OPERS, STRS, SERS, FERS), DROP and deferred compensation plans, estate planning, and special needs planning. She holds the ChFC, RICP, and AEP designations and has been recognized as a Forbes Best-In-State Top Financial Security Professional for Ohio. The firm also provides philanthropic advisory services through its founder Steven, who holds the Chartered Advisor in Philanthropy designation.

Columbus, Ohio

Advocus Private Wealth is an independent, fee-only advisory firm in Columbus, Ohio that serves high-income professionals including business executives, entrepreneurs, athletes, entertainers, and multi-generational families. The firm addresses specialized wealth challenges such as concentrated stock positions, executive compensation structures, business succession planning, and complex asset protection through a range of services including goal planning, tax coordination, estate planning, and philanthropic strategy. As an SEC-registered adviser affiliated with Summit Financial, Advocus sources solutions from multiple custodians and professional partners rather than being limited to a single institution's offerings.

Columbus, Ohio

Kindred Wealth Partners is an investment advisory firm in Columbus, Ohio. The office has a wheelchair-accessible entrance. The office is open five days a week.

Columbus, Ohio

Schuler Wealth Planning is a Columbus-based firm offering retirement planning, tax planning, educational funding, estate planning, and investment management services. The firm operates on a fiduciary basis and provides both ongoing wealth management and project-based planning engagements with flat-fixed or project fees. Services include portfolio construction, account consolidation, rebalancing, and coordination with clients' tax and legal advisors. The firm's approach emphasizes organization, accountability, and partnership through customized plans aligned with client goals.

Columbus, Ohio

Creative Planning is an investment advisory firm in Columbus, Ohio. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Columbus, Ohio

Frazier Financial Advisors, LLC is an investment advisory firm in Columbus, Ohio. Services include Financial Planning, Insurance Analysis, Investment Management, and Tax Planning. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Columbus, Ohio

Finish Well Retirement is an independent financial advisory firm in Columbus, Ohio, founded in 2007, specializing in retirement planning and related strategies including income planning, tax planning, estate planning, and long-term care solutions. The firm is led by owner Shawn Hogan and partner John Saccoccia, an estate planning attorney, and operates on a flat-fee structure with transparent pricing. The firm works through a three-step process—understanding client goals, developing actionable plans, and providing ongoing monitoring—and serves individuals and families approaching or in retirement.

Columbus, Ohio

Corient is an investment advisory firm in Columbus, Ohio. The office has a wheelchair-accessible entrance.

Columbus, Ohio

Bluestone Wealth Partners, based in Columbus, Ohio, operates through a partnership with Gladstone Institutional Advisory, a registered investment advisor, and offers securities through LPL Financial. The firm provides investment advisory services and insurance products across multiple states, with team members including Michael Agriesti. Advisory services are available in numerous states including Ohio, and the firm's representatives are registered with FINRA and SIPC.

Columbus, Ohio

Wealth Enhancement Group is an investment advisory firm in Columbus, Ohio. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Columbus, Ohio

Three Creeks Capital Management is a Columbus-based financial planning firm specializing in advising Ohio public employees and retirees from pension systems including STRS, OPERS, and OP&F. The firm's principals hold CFP certification and bring direct experience with Ohio pension systems, offering services in financial planning, tax strategy in retirement, insurance analysis, and pension optimization. They work with clients through an initial consultation and collaborative planning process to develop personalized financial roadmaps addressing retirement timing, education funding, tax management, Medicare, and long-term care considerations.

Columbus, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Columbus, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Coshocton, Ohio

Plan A Wealth Management, based in Coshocton, Ohio, provides financial planning and wealth management services informed by faith-based principles. The firm offers financial planning that addresses retirement, tax strategy, estate planning, and education funding, as well as investment management aligned with clients' values. The firm has been operating for over a decade and emphasizes building lasting relationships centered on understanding client values and goals.

Dayton, Ohio

Golden Reserve is an investment advisory firm in Dayton, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 21 Google reviews.

Dayton, Ohio

CAPTRUST is an investment advisory firm in Dayton, Ohio. Services include Investment Management. The firm specializes in Small Business and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Dayton, Ohio

Feldmeyer Financial Group - Dayton Office is an investment advisory firm in Dayton, Ohio. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Dayton, Ohio

Merten Capital is an investment advisory firm in Dayton, Ohio. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Dayton, Ohio

Gudorf Financial Group is an independent, fee-only financial planning and investment management firm in Dayton, Ohio, founded in 2012 and led by founder Danny Gudorf, a Certified Financial Planner. The firm specializes in retirement, tax, investment, and estate planning services for individuals over 50, operating as a fiduciary with no commissions or product sales. Services include comprehensive retirement planning, Social Security optimization, tax planning, and income strategy development, alongside a complimentary retirement assessment for prospective clients.

Defiance, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Defiance, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Defiance, Ohio

Demland Wealth is a registered investment advisor in Ohio and Indiana offering financial planning and investment management services. Founder Jason Demland holds the CFP® and Certified Kingdom Advisor® designations and specializes in tax-efficient retirement planning for clients focused on charitable giving. The firm charges between 0.75% and 1.5% annually for investment management or $3,000 for standalone financial planning, with no stated investment minimum, though services are positioned as most valuable for clients with over $1 million in retirement savings.

Dublin, Ohio

Golden Reserve is an investment advisory firm in Dublin, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 25 Google reviews.

Dublin, Ohio

Capstone Wealth Partners is an investment advisory firm in Dublin, Ohio. Services include Financial Planning and Investment Management. The firm specializes in College Savings. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Dublin, Ohio

Independent RIA

Capital Investors Advisory Corp. is an independent registered investment adviser based in Dublin, Ohio, offering financial planning, investment management, and retirement plan advisory services. The firm structures investment portfolios through a customized process that accounts for individual circumstances and risk tolerance, while also providing comprehensive financial guidance and employer retirement plan support. Operating as a fiduciary with over 45 years of industry experience, the firm operates independently of banks, brokerages, and other financial service firms.

Dublin, Ohio

Legacy Retirement Group is an investment advisory firm in Dublin, Ohio. Services include Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Dublin, Ohio

Sequoia Financial Group is an investment advisory firm in Dublin, Ohio. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Fairlawn, Ohio

Wealth Enhancement Group is an investment advisory firm in Fairlawn, Ohio. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Fairview Park, Ohio

Ohio Investment Partners is an investment management firm based in Fairview Park, Ohio, serving clients across various life stages and financial situations. The firm's team includes advisors with extensive backgrounds in asset management, financial planning, retirement strategies, tax-efficient planning, and wealth stewardship, with credentials including CPA licensure. The firm works with clients on portfolio management and addresses retirement preparation, family protection, and asset preservation through personalized service.

Findlay, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Findlay, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Findlay, Ohio

Hixon Zuercher Capital Management is a fee-only wealth management and financial planning firm based in Findlay, Ohio, serving high-net-worth individuals and families. The firm's advisors, who hold the CFP credential, provide investment management and financial planning services with a focus on retirement readiness and aligning wealth strategy with personal values. The firm describes its approach as centered on stewardship of generational wealth and purpose-driven retirement planning.

Findlay, Ohio

Jackson Wealth Management, LLC is an investment advisory firm in Findlay, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 30 Google reviews.

Findlay, Ohio

Golden Reserve is an investment advisory firm in Findlay, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Fredericktown, Ohio

Chester Financial Services, LLC is a Registered Investment Advisor under Ohio Department of Securities supervision, operated by founder and President Robert M. Chester since 2013. The firm provides financial planning, investment management, and insurance analysis, with the principal holding life, health, property, and casualty insurance licenses in Ohio. Serving clients in Fredericktown, the firm operates on a fiduciary basis and emphasizes individualized financial strategy development rather than a one-size-fits-all approach.

Gahanna, Ohio

Oberdorfer Financial, based in Gahanna, Ohio, offers investment management and financial planning services tailored to business owners, military veterans, and professionals. The firm manages portfolios across multiple risk profiles and asset types at 0.75%–1.5% AUM, with reduced fees for accounts exceeding $1 million, and provides financial planning on a flat-fee basis ($1,500+ annually) that includes complimentary investment management. Services span tax strategy, insurance and estate planning, 401(k) design and administration for business owners, and quarterly financial action plans delivered through an ongoing service calendar.

Gahanna, Ohio

Golden Reserve is an investment advisory firm in Gahanna, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 28 Google reviews.

Gahanna, Ohio

Pharmacist Finance is an investment advisory firm in Gahanna, Ohio. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Gallipolis, Ohio

Evans Wealth Management is a fee-only registered investment adviser in Gallipolis, Ohio, offering investment management, financial planning, and retirement consulting to individuals, families, trusts, and business owners. The firm specializes in serving busy professionals including farmers, business owners, medical professionals, lawyers, and CPAs. Principal Stan Evans holds the AIF® (Accredited Investment Fiduciary) credential and the firm employs CRPC®-credentialed professionals, operating under a fiduciary standard of care with no sales commissions. The firm's planning process includes risk profiling, asset allocation, retirement income planning, and goal prioritization.

Genoa, Ohio

GenoaFinancial, based in Genoa, Ohio, offers brokerage accounts, retirement plan rollovers, managed investments, individual securities, mutual funds, annuities, education savings, and insurance products through LPL Financial. The firm is led by Aaron Moore (CFP®, Vice President) and includes Financial Consultants Jordan Moore (CFP®, ChFC®) and Brittany Griffin, all holding FINRA licenses and serving as LPL Investment Advisor Representatives. Services are available by free initial consultation and address retirement planning, college funding, and general financial goal-setting for individuals.

Granville, Ohio

Walden Financial is a fiduciary advisory firm in Granville, Ohio, serving mid-career families with investment management, financial planning, and behavioral coaching. The firm operates on a fee-only model with no asset minimums, charging 1% AUM for investment management (discounted above $1M and $5M), planning fees starting at $1,500, and coaching at $250 per session or package rates. Services span portfolio management using ETFs and individual securities with tax-loss harvesting, comprehensive financial planning addressing taxes, insurance, education and estate matters, and coaching for budgeting and financial goal alignment. The firm's advisors hold the CLU credential and emphasize values-based planning aligned with clients' life priorities.

Granville, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Granville, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Greenville, Ohio

Wayne Fourman operates a financial planning practice in Greenville, Ohio, focusing on retirement planning, Social Security benefits analysis, and investment guidance. He works with clients across various locations through phone, virtual, and in-person meetings, offering an initial consultation at no charge. His stated approach emphasizes a personalized planning process designed to help clients understand retirement risks and pursue financial independence, with particular expertise in Social Security planning for Ohio residents including teachers and public employees.

Hamilton, Ohio

Kurtz & Associates is an investment advisory firm in Hamilton, Ohio. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 2 Google reviews.

Hamilton, Ohio

Golden Reserve is an investment advisory firm in Hamilton, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Heath, Ohio

Western & Southern Life is an investment advisory firm in Heath, Ohio. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Holland, Ohio

Wurz Financial Services is an independent financial advisory firm in Holland, Ohio offering estate planning, financial planning, and investment management. The firm works with clients seeking comprehensive strategies aligned with their long-term objectives and legacy goals, employing a collaborative planning process that begins with understanding the client's circumstances and aspirations. With over 30 years in business, the firm provides ongoing portfolio monitoring and proactive client communication on a schedule determined by the client's preference.

Huron, Ohio

Firelands Wealth Management is an investment advisory firm in Huron, Ohio. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CFP credentials. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Lancaster, Ohio

Golden Reserve is an investment advisory firm in Lancaster, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lancaster, Ohio

Superior Retirement Solutions, founded in 2007 and based in Lancaster, Ohio, offers financial planning, investment management, and insurance analysis with a focus on insurance planning. The firm, owned by Robert A. Richey (a licensed financial professional since 1996), emphasizes a comprehensive planning approach that addresses multiple life events and financial situations rather than individual transactions, and operates across multiple states with a team-based structure involving external specialists.

Lancaster, Ohio

Royal Oak Financial Group in Lancaster, Ohio provides financial planning and investment management services alongside estate planning and elder law guidance. The firm assists clients across different life stages, from those beginning their financial planning to those in or approaching retirement, addressing matters such as wills, trusts, asset protection, long-term care planning, and related concerns. The firm has received a 5-star rating across 102 Google reviews.

Lebanon, Ohio

Kapstone Financial Advisors in Lebanon, Ohio provides investment management and retirement planning services to individuals, families, business owners, and organizations. The firm works through a deliberate planning process that begins with understanding client objectives and risk tolerance, then develops customized investment allocations and portfolio recommendations. After implementation, the firm monitors progress and adjusts strategies as circumstances change.

Lewis Center, Ohio

Weiser Financial Planning LLC is an investment advisory firm in Lewis Center, Ohio. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Lorain, Ohio

NextGen Wealth Defense LLC is a fee-only financial planning firm based in Lorain, Ohio that operates independently without affiliations to insurance companies, annuities, banks, or brokerages. The firm holds fiduciary status, meaning advisors are legally obligated to prioritize clients' interests, and generates revenue solely through client fees rather than commissions. Their stated approach extends beyond investment management to encompass comprehensive, client-centered wealth management services for families.

Mansfield, Ohio

Insurance-Based

Joel Staich, Agent - New York Life is an insurance-based firm in Mansfield, Ohio. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Mansfield, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Mansfield, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Maria Stein, Ohio

Moorman Harting & Co, based in Maria Stein, Ohio, has provided accounting, tax, and financial services to West Central Ohio clients since 1955. The firm integrates tax planning, accounting, payroll, and wealth management services under one roof, with a multigenerational team of CPAs and financial advisors. The firm serves individuals, families, and businesses across a range of complexity levels without setting hard minimum account sizes, emphasizing long-term client relationships and collaborative guidance across life stages.

Marietta, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Marietta, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Marietta, Ohio

Lang Financial - Devola is an investment advisory firm in Marietta, Ohio. The office has a wheelchair-accessible entrance. The office is open daily.

Mason, Ohio

365 Wealth Management Group is an independent, fee-based advisory firm in Mason, Ohio offering financial planning and investment management services. The firm operates under a fiduciary standard and does not sell proprietary products. The advisors work directly with clients to address major life transitions and retirement planning while maintaining alignment with each client's risk tolerance and long-term objectives.

Maumee, Ohio

Savage and Associates, established in 1957, provides investment management, insurance analysis, and retirement planning services from its Maumee, Ohio location. The firm offers investment plans, insurance coverage, and group employee benefit programs, and employs advisors who work to understand clients' financial backgrounds and objectives to develop long-term plans. The firm also operates a dedicated HR consulting practice led by a Certified Workplace Mediator and licensed Employee Benefits Professional, offering services including HR assessments, employee relations consulting, compliance audits, and conflict resolution training for organizations of various sizes.

Maumee, Ohio

Beacon Associates is an SEC-registered investment advisor based in Maumee, Ohio, offering investment advisory services alongside insurance analysis and Medicare guidance through affiliated entities. Led by founder Steven V. Wise (MBA, CF2®), the firm employs a four-step planning process—discovery, analysis, solution, and implementation—centered on retirement strategy and risk assessment. The firm holds an A+ Better Business Bureau rating and has served the Maumee community for over 20 years.

Medina, Ohio

Pinnacle Advisors is an investment advisory firm in Medina, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Medina, Ohio

LoPresti Financial Group, based in Medina, Ohio, provides financial planning and investment management services as a fiduciary under Trek Financial LLC, an SEC-registered investment advisor. The firm emphasizes in-person client relationships and operates independently, meaning advisors are not subject to sales quotas that could conflict with client interests. Anthony J. LoPresti serves as Vice President, and the firm works with both local and national clients, backed by a supporting compliance and operations team.

Mentor, Ohio

Insurance-Based

Jason Stockmaster is a financial services professional with New York Life based in Mentor, Ohio, offering financial planning and insurance analysis services. His practice focuses on insurance planning and works to help clients identify their priorities and develop coordinated plans to address them.

Mentor, Ohio

Fee-Based

Lakehouse Family Wealth, founded by Benjamin Simerly (CFP), provides financial planning, investment management, and retirement planning services on a fee-based model while acting as a fiduciary. The firm works with pre-retirees, young families, and retirees, addressing topics including tax planning, income strategy, Social Security timing, and wealth management. Benjamin Simerly and his team serve clients nationwide via virtual meetings and locally in northeast Ohio.

Mentor, Ohio

Morgan Financial Solutions, based in Mentor, Ohio, is led by Wesley W. Morgan, a finance graduate from Bowling Green State University who works with local families and businesses. The firm provides financial planning services with a focus on retirement planning and investment management, offering personalized strategies for goals including family protection, retirement savings, college planning, and elder care. Morgan Financial Solutions operates as part of Eagle Strategies, a registered investment adviser and subsidiary of New York Life Insurance Company.

Middleburg Heights, Ohio

Creative Planning is an investment advisory firm in Middleburg Heights, Ohio. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Middleburg Heights, Ohio

Fidato Wealth is a financial planning and wealth management firm based in Middleburg Heights, Ohio, founded by Tony D'Amico (CEPA®, CFP®) and Amy D'Amico (CEPA®). The firm's team includes multiple CFP®-credentialed advisors and specialists who work with families, highly compensated professionals, and business owners. The company emphasizes a comprehensive planning approach and serves clients seeking wealth strategy and legacy planning.

Milford, Ohio

Mosaik Wealth Partners - Raymond James is an investment advisory firm in Milford, Ohio. The office has a wheelchair-accessible entrance. The office is open five days a week.

Millersburg, Ohio

Millersburg Financial Services, LLC has served individuals, families, and small businesses in Holmes County and surrounding areas for over 35 years. The firm offers retirement planning, investment management and portfolio customization, comprehensive financial planning, tax planning, estate planning and wealth transfer, insurance planning, debt management, college planning, cash flow analysis, risk management, and asset preservation strategies. Led by Rob Hovis, the team delivers personalized financial guidance with a local community focus.

Mt Hope, Ohio

Pleasant Wealth is a financial planning firm based in Mt. Hope, Ohio, serving women approaching or in retirement transitions. The firm offers financial planning, investment management, and retirement planning services through a process-oriented approach that combines financial strategy with personal goal clarity. Principals Clinton Miller and Liz Hand are Certified Financial Planners (CFP). The firm operates on a fee basis with a minimum annual fee of $5,000 and serves clients typically with six or seven-figure investable assets, emphasizing long-term advisory relationships and fiduciary responsibility.

Mt Vernon, Ohio

Lincoln Douglas Investments, LLC is an investment advisory firm in Mt Vernon, Ohio. Services include Insurance Analysis and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Napoleon, Ohio

Bridgemill Private Wealth & Partners is an SEC-registered investment adviser and broker-dealer offering financial planning and investment management services through &Partners, LLC. Based in Napoleon, Ohio with an additional location in Van Wert, the firm serves clients across northwest Ohio and surrounding areas including Delphos and Lima. The firm maintains custody relationships through Fidelity Investments and its affiliate National Financial Services LLC.

Napoleon, Ohio

Meister & Associates is a financial planning firm based in downtown Napoleon, Ohio, operating for 40 years with a team of independent advisors including Brad, Larry, Chad, and Tim. The firm offers financial planning, retirement planning, wealth management, and risk management services to individual investors, business owners, and families, with a stated focus on retirement and business succession planning. The firm provides investment management and portfolio management services to local and regional clients.

Newark, Ohio

Superior Retirement Solutions, based in Newark, Ohio, offers financial planning, investment management, and insurance analysis with a focus on insurance planning. Founded in 2007 by Robert A. Richey (a financial professional since 1996), the firm operates across multiple states and emphasizes a comprehensive planning approach that addresses various life milestones and goals rather than product sales. The firm employs a team-based model drawing on a network of financial specialists, and states its mission centers on helping clients achieve retirement security through sound investment strategies and asset protection.

Newcomerstown, Ohio

Saylor Wealth Strategies is an independent financial advisory firm based in Newcomerstown, Ohio, offering investment management and comprehensive financial planning services. Operating through Cambridge Investment Research, Inc. as its broker-dealer, the firm structures its business around client needs and works with non-proprietary investment products including portfolio management, mutual funds, and insurance options. Arthur J. Saylor leads the firm and provides advisory services that address cash flow management, insurance protection, retirement planning, and legacy planning, while maintaining registration in Ohio, Kentucky, Florida, and Texas.

North Canton, Ohio

Steward Partners is an employee-owned independent partnership registered with the SEC that provides financial planning and investment management services to family, institutional, and multigenerational clients. Founded in 2013, the firm has grown to multiple offices and manages billions in assets, with a stated focus on comprehensive wealth planning, investment strategy, asset management, and business solutions delivered through a personalized service approach.

North Canton, Ohio

Carson Wealth is an investment advisory firm in North Canton, Ohio. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Norwalk, Ohio

Legacy Capital Advisors LLC is a financial advisory firm in Norwalk, Ohio, with 37 years of operating history serving farmers, business owners, and individuals across Ohio and 17 other states. The firm offers services in estate planning, retirement planning, business succession, Medicare, life insurance, 401(k)s, and family business services, with five full-time advisors collectively bringing 145 years of experience. The firm operates through a planning process that includes assessing client needs, developing customized plans, and providing ongoing support as circumstances evolve.

Oregon, Ohio

ARC Private Wealth is an investment management firm based in Oregon, Ohio, with a team of veteran financial advisors collectively bringing over 35 years of experience. The firm provides financial planning and wealth management services across life stages, including retirement planning, investing guidance, and comprehensive financial planning. The firm emphasizes relationship-based service and transparent communication with clients seeking to manage and preserve wealth.

Oregon, Ohio

Stirling Capital, Ltd. is an investment advisory firm in Oregon, Ohio. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Orrville, Ohio

Lorson Financial LLC is an investment advisory firm in Orrville, Ohio. The office has a wheelchair-accessible entrance.

Oxford, Ohio

Insurance-Based

Michael A. Rudolph, Financial Services Professional - New York Life is an insurance-based firm in Oxford, Ohio. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Reynoldsburg, Ohio

Currens Wealth Management, based in Reynoldsburg, Ohio, is led by Seth Currens, a financial advisor affiliated with LPL Financial who holds a degree in finance from the University of Wisconsin. The firm offers financial planning, retirement planning, and investment management services, including portfolio construction across stocks, bonds, mutual funds, ETFs, and alternative investments. Currens works with clients at various life stages—from early-career professionals to business owners and retirees—and emphasizes personalized strategy development tailored to individual circumstances and goals.

Sandusky, Ohio

1280 Financial Partners is an independent fiduciary firm in Sandusky, Ohio offering financial planning and investment management services. The firm serves auto dealers and specializes in tailored portfolio management and reinsurance account administration. Operating since 1987, the firm emphasizes objective advice, disciplined investment practices, and partnership-based client relationships, with clients able to select custodians including Charles Schwab for asset custody and transaction execution.

Sandusky, Ohio

True Alpha Wealth Management is an investment advisory firm in Sandusky, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Sidney, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sidney, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Solon, Ohio

Marko Tax & Financial Services, operating in Solon, Ohio since 2000, prepares individual and business tax returns with over 25 years of combined experience, emphasizing accuracy and identification of allowable deductions for clients including small business owners, rental property investors, and S-Corp/partnership stakeholders. The firm offers audit assistance and identity theft protection through Protection Plus, coordinates insurance planning options via partnership with Skupinski Insurance Agency, and holds AFSP credentials permitting IRS representation rights for prepared returns.

Solon, Ohio

Allied Wealth Planners is an independent wealth management firm in Solon, Ohio, founded by Scott Zurawski (AIF®) that provides investment management and retirement planning services to small-to-midsize businesses and individuals. The firm offers a range of retirement plan options including 401(k)s, SEP IRAs, SIMPLE IRAs, and Solo 401(k)s, along with financial planning and brokerage services. As an independent advisor not bound by corporate product requirements, the firm connects clients with a network of tax, legal, and healthcare professionals to address complex financial situations. The firm works directly with business owners and individuals preparing for retirement or navigating major financial decisions.

Springfield, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Springfield, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 2 Google reviews.

Steubenville, Ohio

Tegano Financial is a financial advisory firm operating in Steubenville, Ohio and Moon Township, Pennsylvania, offering services in financial planning, retirement planning, insurance planning, and college funding assistance. The firm provides investment advisory services through Cambridge Investment Research Advisors, Inc., a registered investment adviser, and offers fixed insurance products. They serve clients on budgeting, cash flow management, employee benefits, and 529 plan selection for education funding.

Steubenville, Ohio

Cardinal Wealth Management is a family-owned financial advisory firm serving the Tri-State area (Ohio, West Virginia, and surrounding regions) from Steubenville, Ohio. The firm provides financial planning and investment management services, including retirement planning, cash flow planning, college funding strategies, estate planning coordination, insurance review, and 401(k) guidance for both individual and small business clients. Cardinal operates as an independent firm and coordinates with specialized professionals including legal experts to address clients' broader financial needs throughout their lifetime.

Steubenville, Ohio

John Cucarese Financial Services provides financial planning with a focus on retirement planning and investment management in Steubenville, Ohio. The firm emphasizes a client-centered approach that begins with understanding individual circumstances, family goals, and retirement timelines before developing personalized strategies. Services address income planning, tax considerations, Social Security and Medicare decisions, and ongoing plan adjustments to adapt to life changes. The firm maintains continued contact with clients to provide guidance and monitor strategies throughout retirement.

Stow, Ohio

Hope Financial Group LLC is led by Will Sumser, a CERTIFIED FINANCIAL PLANNER™ based in Stow, Ohio, who works with individuals, families, and business owners. The firm begins with comprehensive financial planning, then develops customized investment strategies and coordinates with tax, legal, and insurance professionals as needed. Services span retirement planning, education planning, estate planning, concentrated stock management, and ongoing portfolio reviews. Sumser previously spent six years in financial planning roles at Morgan Stanley serving Northern Ohio and Western Pennsylvania.

Tipp City, Ohio

Wealth Management Group, Inc. is an independently owned financial services firm in Tipp City, Ohio, with more than 30 years of experience. The firm offers financial planning, investment management, and insurance analysis, with a focus on insurance planning for individuals and small business owners. WMG provides impartial advice as part of its core approach to client engagement.

Toledo, Ohio

Kingsview Partners Toledo Office is an investment advisory firm in Toledo, Ohio. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Toledo, Ohio

Wright Financial Group is a full-service financial advisory firm in Toledo, Ohio that provides estate planning, financial planning, and insurance analysis services, with a specialization in estate planning. The firm operates under a fiduciary standard and works with individuals and families on retirement planning and wealth management using conservative investment approaches. The team includes Nick Norvell, Spencer Georgetti (with a Master's degree in Accounting), Ana Wright, and administrative and marketing staff. The firm emphasizes personalized planning aligned with each client's goals and financial situation.

Toledo, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Toledo, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Toledo, Ohio

Salazar Wealth Management is an investment advisory firm in Toledo, Ohio. The firm specializes in Investment Management and Wealth Management.

Toledo, Ohio

Heritage Planners, based in Toledo, Ohio, provides financial planning services with expertise in retirement planning and investment management. The firm, founded in 1981 by Paul, works collaboratively with clients' legal and accounting professionals to address estate planning, business succession, and asset protection needs. The team includes CFP-credentialed advisors and professionals holding relevant FINRA licenses who serve affluent business owners and professionals.

Toledo, Ohio

Insurance-Based

Northwestern Mutual Toledo is an insurance-based firm in Toledo, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 24 Google reviews.

Toledo, Ohio

Equitable Advisors: Jason Harris, Financial Advisor is an investment advisory firm in Toledo, Ohio. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Toledo, Ohio

Brady Canfield is an investment advisory firm in Toledo, Ohio. The office has a wheelchair-accessible entrance. The office is open five days a week.

Uniontown, Ohio

Hyland Wealth Management is a fee-only registered investment advisor in Green, Ohio, serving professionals, physicians, and families with financial planning and investment management services. The firm is led by founder Ryan Bayonnet, a CFP® with a master's degree in finance, and operates under fiduciary standards without earning commissions or selling insurance products. The firm specializes in retirement planning, tax planning, and investment management, serving clients across life stages from working professionals through retirement transitions and retirees.

Uniontown, Ohio

Brenneman Group is an investment advisory firm in Uniontown, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Upper Arlington, Ohio

Insurance-Based

Northwestern Mutual - Upper Arlington is an insurance-based firm in Upper Arlington, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office is open five days a week. It holds a 4.4-star rating from 7 Google reviews.

Upper Sandusky, Ohio

Chad Baker's financial advisory practice in Upper Sandusky, Ohio offers financial planning with a focus on retirement planning and investment management. Chad holds CFP and ChFC certifications along with FINRA Series 6, 63, 65, and 7 licenses, and has 25 years of experience advising individuals and business owners. His approach emphasizes building long-term financial plans through prudent asset allocation and diversification, addressing investing, asset protection, retirement income, and estate planning. The firm is staffed by advisors with relevant insurance and financial services credentials.

Wapakoneta, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Wapakoneta, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Warren, Ohio

Cabot Family Office is a wealth management and financial planning firm in Warren, Ohio that serves families across multiple areas including investment management, retirement planning, estate planning, charitable giving, and business succession. The firm employs a structured, analytical process to develop customized financial strategies aligned with clients' objectives, and provides coordinated guidance across estate administration, tax planning, and life insurance. The practice emphasizes long-term client relationships and involvement across all aspects of household financial decision-making, including coordination with external advisors such as attorneys and tax professionals.

Washington Township, Ohio

Vibrance Finance is an investment advisory firm in Washington Township, Ohio. The firm specializes in Estate Planning and Small Business. The office is open five days a week.

Westerville, Ohio

Merit Advisors LLC is an investment advisory firm in Westerville, Ohio. Services include Financial Planning and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 12 Google reviews.

Westerville, Ohio

Independent RIA

Stark Financial Group is an independent registered investment advisor based in Westerville, Ohio, serving high-net-worth families and business owners. The firm offers financial planning, investment management, and insurance analysis, with particular expertise in insurance planning through credentialed advisors (CLU). They provide complimentary initial consultations and employ an educational approach to portfolio construction using multiple service lines.

Westerville, Ohio

Priority Wealth Partners operates from Westerville, Ohio, as an LPL-affiliated investment advisory firm serving clients across central Ohio. The firm offers investment planning and income strategy services through a team of advisors holding credentials including CFP®, CPA, CPFA®, and CEPA® certifications, with combined experience exceeding 100 years. The practice employs a three-step process—information gathering, portfolio analysis, and implementation—and has served clients for approximately 20 years. Leadership and team members include Orin Haworth (CPFA®), Jeramy Woods (CFP®, CEPA®, AAMS®), Daniel Miller (CEPA®, CKA®, CPFA®), Joshua Dowden (CPFA®), Mike Bajorek (CPFA®), and Jeremiah Nguapha (CPA).

Westerville, Ohio

Peters Wealth Group, based in Westerville, Ohio, provides financial planning, investment management, and retirement planning services to families and business owners. The firm employs a structured approach called the Retire Ready G.U.I.D.E. process that addresses income generation, healthcare considerations, investment strategy, tax efficiency, and estate planning. Founded by Rodney Peters, the firm also maintains a public radio presence with weekly shows on local stations discussing income planning and market topics.

Westerville, Ohio

RWM Wealth Advisors is an investment advisory firm in Westerville, Ohio. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Westlake, Ohio

Balanced Wealth Group is a financial advisory firm in Westlake, Ohio that serves business professionals and executives. The firm offers financial planning, executive compensation analysis, retirement planning, investment management, tax planning, and benefit strategy services. Working through a collaborative process, the firm aims to help clients align their resources with personal values and establish sound financial habits, with a focus on serving affluent individuals and families navigating complex benefit packages and stock options.

Willard, Ohio

Elevated Accounting & Finance, based in Willard, Ohio, operates as a combined CPA and registered investment advisory firm offering business accounting, financial planning, retirement planning, and tax preparation services. The firm operates on a fee-only basis for investment advisory services and is structured as a fiduciary, with CPAs Connie Johnson and Brian Lodermeier serving as principals; the accounting practice traces to 1980 while the affiliated investment advisory business launched in 2025. The firm offers integrated tax and investment planning for individuals and businesses, including retirement plan selection, payroll services, bookkeeping, and tax return preparation across multiple states, with a pricing model that discounts or waives personal tax return fees based on assets under management.

Woodsfield, Ohio

Commonwealth Financial Services is a fiduciary-bound firm based in Woodsfield, Ohio, offering financial planning and investment management services. The firm emphasizes principled advisory practices and monitors developments in portfolio management and financial planning technology.

Wooster, Ohio

Compass Financial Strategies is a financial planning firm based in Wooster, Ohio, operated by three advisors with combined experience spanning 68 years. The firm offers personalized financial planning services to individuals, families, couples, and business owners, with a stated emphasis on aligning financial strategies with clients' personal values and life aspirations. Services include comprehensive financial planning, business exit planning, college cost strategies, and ongoing plan management through a five-step process beginning with initial consultation and continuing with regular monitoring and adjustments.

Worthington, Ohio

Balance Wealth, based in Worthington, Ohio, was founded by Bob Gavlak and offers financial planning, retirement planning, estate planning, and investment management services. The firm's approach centers on understanding clients' personal values and life circumstances, addressing transitions such as career changes, family building, and retirement. The team includes Bob Gavlak, Tim, and Ryan, and evaluates clients' financial situations to provide guidance on planning and investment strategy.

Youngstown, Ohio

Mission Wealth Management offers investment management and wealth management services to business owners and families in the Ohio Steel Valley region. The firm integrates tax planning, financial advisory, and insurance services, employing a three-step process that begins with comprehensive financial assessment, moves to strategy development combining analysis with judgment, and concludes with execution of personalized solutions. The team comprises tax and financial professionals with combined decades of experience, and the firm serves clients across various life stages and circumstances, from early investors to established business owners.

Youngstown, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Youngstown, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Youngstown, Ohio

Independent RIA

The Money Lady® is an independent financial advisory firm in Youngstown, Ohio, founded and led by Deanna Rossi, who has worked in the financial industry since 2001. The firm offers financial planning, investment management, wealth management, and insurance analysis services. Rossi is a published author and public speaker who emphasizes practical financial education and personal development through her advisory practice and community involvement.

Youngstown, Ohio

J. Arnold Wealth Management, based in Youngstown, Ohio, provides investment management and wealth management services. The firm operates as an independent advisor and offers an automated investing platform alongside advisory services, with particular focus on business owners. The team includes credentialed professionals such as CFP® certificants who guide clients' financial strategies.

Zanesville, Ohio

Matson Retirement Planning, based in Zanesville, Ohio, provides financial planning, investment management, and insurance analysis services. Led by Steve Matson, an investment advisor representative and licensed insurance agent with over 40 years of experience, the firm serves clients across Southeastern Ohio with a faith-based approach and offers specialized planning programs for nurse practitioners and school employees. Services include retirement planning, investment management across IRAs, managed accounts, and annuities, tax strategy guidance, and legal document referrals.