OH · Defiance

Fiduciary advisors in Defiance, OH

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

2 listed Low coverage · not indexed

2 results in Defiance

Demland Wealth

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.

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Northwestern Mutual

Defiance, Ohio

Insurance-Based

Insurance Planning Investment Management Wealth Management

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.

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Financial advisors in Defiance, Ohio

Advisors serving Defiance 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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