OH · Mt Hope

Fiduciary advisors in Mt Hope, OH

1 advisor with offices in Mt Hope. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Mt Hope

Pleasant Wealth

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.

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Financial advisors in Mt Hope, Ohio

Advisors serving Mt Hope 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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