OH · Dayton

Fiduciary advisors in Dayton, OH

5 advisors with offices in Dayton. Credentials, fee structures, and minimums are disclosed on each listing.

5 listed

5 results in Dayton

CAPTRUST

Dayton, Ohio

Investment Management Small Business Wealth Management

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.

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Feldmeyer Financial Group - Dayton Office

★5.0(3)

Dayton, Ohio

Investment Management

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.

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Golden Reserve

★5.0(21)

Dayton, Ohio

Retirement Planning

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.

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Gudorf Financial Group, LLC

★5.0(15)

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.

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Merten Capital

★5.0(2)

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.

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Financial advisors in Dayton, Ohio

Advisors serving Dayton specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Ohio's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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