OH · Findlay

Fiduciary advisors in Findlay, OH

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

4 listed

4 results in Findlay

Golden Reserve

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.

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Hixon Zuercher Capital Management

★5.0(4)

Findlay, Ohio

CFP

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.

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Jackson Wealth Management, LLC

★4.9(30)

Findlay, Ohio

Investment Management Wealth Management

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.

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Merrill Lynch Wealth Management

Findlay, Ohio

Wirehouse

Investment Management Wealth Management

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.

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Financial advisors in Findlay, Ohio

Advisors serving Findlay 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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