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Steven L. Frank

CFP®

Senior Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Wells Fargo Advisors

255 E Fifth St, 1400 Chemed Center
Cincinnati, OH 45202
(513) 651-6561

Ellis D. Hummel

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management,...More

Financial Advisor serving Ohio and the surrounding communities.

Bahl & Gaynor Investment Counsel

255 E 5th St, Ste 2700
Cincinnati, OH 45202
(513) 618-4041

David R. Minich

CFP®, CLU

Vice President and COO

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Applied Financial Concepts, Inc.

4603 W Streetsboro Rd, PO Box 472
Richfield, OH 44286-0472
(330) 659-2234

Paul A. Gydosh, Jr.

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Ohio and the surrounding communities.

Kensington Wealth Partners, LTD

7650 Rivers Edge Dr, Suite 240
Columbus, OH 43235
(614) 431-4336
CONNECT WITH Paul
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Matthew J. Stewart

CFP®, ChFC®

President/Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Forestview Financial Partners, LLC

1967 Forestview Ln
Delaware, OH 43015
(614) 954-1154
CONNECT WITH Matthew
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Richard J. Beach

CFP®

President

Specialties: Retirement

Financial Advisor serving Ohio and the surrounding communities.

Reserve Financial

20220 Center Ridge Road, Ste 150
Rocky River, OH 44116
(440) 409-0304 ext 111

John B. Dexter

CFP®

Senior Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Ohio and the surrounding communities.

Trinity Wealth Management

8901 Saxton Dr
West Chester, OH 45069
(513) 779-8224

James H. Day

CFP®

Vice Pres

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Balanced Asset Management

42175 Butternut Ridge Rd
Elyria, OH 44035
(440) 309-4916

Charlotte A. Dougherty

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Financial Advisor serving Ohio and the surrounding communities.

Dougherty & Associates

8044 Montgomery Rd., Suite 450
Cincinnati, OH 45236
(513) 745-7007

Richard A. Ray

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Hamilton Capital Management, Inc.

5025 Arlington Center Blvd, Ste 300
Columbus, OH 43220
(614) 273-1000

Dan Bussone

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Dean Financial Advisory, LLC

878 Country Club Dr
Cincinnati, OH 45245
(513) 752-1955

Joe L. Flinner

CFP®, CRPC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Services, Inc.

36350 Detroit Rd, Ste A
Avon, OH 44011
(800) 706-3602
(440) 934-7100

Donald W. James

CFP®, CPA/PFS

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, Estate...More

Financial Advisor serving Ohio and the surrounding communities.

Kiplinger & Co., CPAs

15300 Pearl Rd, Ste 200
Strongsville, OH 44136-5036
(440) 238-0222

Edward Vargo

CFP® ChFC AIF CDFA

Private Wealth Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Burning River Advisory Group

2237 Crocker Road, Ste 150
Westlake, OH 44145
(216) 404-2420
CONNECT WITH Edward
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Kristen E. Moosmiller

CFP®

Managing Partner and Senior Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Partnership Financial, LLC

4400 North High St, Ste 201
Columbus, OH 43214
(614) 328-9319

James J. Hoskins

CFP®

Lead Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Family Wealth Advisory Group LLC

7359 E Kemper Rd, Ste A
Cincinnati, OH 45249
(513) 469-8100

Barry Jamieson

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management, Long...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

CMP Financial Planning

69 Highmeadows Circle
Powell, OH 43065
(740) 815-3969

Robert A. Valente

CFP®, AEP

Vice Chairman

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Sequoia Financial Group

3855 Tradewinds Circle
Pepper Pike, OH 44124
(866) 831-4900
(216) 591-2240

Larry R. Zapp

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Larry R. Zapp & Associates, Inc

106 Short St, Suite 103
Gahanna, OH 43230
(614) 478-0500

Elizabeth Scheiderer

CFP®

Financial Advisor

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change,...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

NCA Financial Planners

6095 Parkland Blvd, Ste 210
Mayfield Hts, OH 44124
(440) 473-1115

James D. Lechko

CFP®

CFP

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

FFL Investment Services

1640 Snow Road
Parma, OH 44134-2719
(800) 966-7300 x5625
(216) 529-5625

Kevin W. Wuebker

CFP®

Wealth Manager

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Budros, Ruhlin & Roe, Inc.

1801 Watermark Dr, Ste 300
Columbus, OH 43215
(614) 481-6900

Neal G. Schulte

CPA PFS/CFP®

Principle

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Schulte Financial Group, LLC

4755 Cornell Rd
Cincinnati, OH 45241
(800) 326-7610
(513) 489-4995

Stephen G. Zorko

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Business...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Integrity Wealth Management, LLC

190 Bares Run Dr
Loveland, OH 45140
(513) 633-8370

Todd A. Wynn

CFP®, ChFC, CLU

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Americap LLP

4807 Rockside Rd, Ste 400
Independence, OH 44131
(216) 642-8212

Kevin R. Clark

CFP®, CIMA®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Comprehensive Wealth Partners

150 East Wilson Bridge Road, Suite 100
Worthington, OH 43085
(614) 396-3800
CONNECT WITH Kevin
  • linkedin link

Samantha A. Macchia

CFP®, ChFC

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Summit Financial Strategies, Inc.

7965 N High St, Ste 350
Columbus, OH 43235
(614) 885-1115

Ryan Bayonnet

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Hyland Financial Planning

1268 Cherry Wood Way
Uniontown, OH 44685
(330) 800-0353
CONNECT WITH Ryan
  • facebook link
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James D. Atkinson

CFP®AIF®MPAS

Managing Director

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Columbus Capital

6530 W Campus Oval
New Albany, OH 43054
(614) 656-1230

Herbert J. Kahn

CFP®

Registered Investment Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Ohio and the surrounding communities.

Kahn Financial Advisors LLC

2771 Lakinhurst Dr
Columbus, OH 43220
(614) 451-9251