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Pei-Chin Andrew

CFP®

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

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

Morgan Stanley

41 South High Street, Suite 2700
Columbus, OH 43215
(614) 229-4997

Melana Carbary

CFP®

Private Wealth Manager

Specialties: Comprehensive Financial Planning, Investment Management, Getting Divorced, Retirement,...More

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

Burning River Advisory Group

2237 Crocker Rd, Ste 150
Westlake, OH 44145
(216) 404-2420
CONNECT WITH Melana
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Robert M. Leshnak, Jr.

CLU ChFC CFP® MS EA

Registered Principal

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

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

Leshnak Financial Group, LLC

7182 Liberty Centre Dr, Unit I
West Chester, OH 45069-6585
(888) 223-7242
(513) 779-3777

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

Christopher White

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Peoples Bank

1 Swallowfield
Terrace Park, OH 45174
(866) 618-2651 x25550
(513) 265-8100

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

Craig W. Mullenbrock

CFP®

Private Wealth 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.

Mullenbrock & Assocs, a financial advisory practice of Ameriprise Financial

228 W Ash St, PO Box 312
Piqua, OH 45356
(888) 508-8500
(937) 773-8500

David H. Warner

CPA CFP®. EA, NSSA

Member

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

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

Warner Financial Group LLC

PO Box 190
Dalton, OH 44618
(866) 561-0495
(866) 561-0495

Howard A. Slater

CFP®, MBA, ChFC, CLU

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Ohio and the surrounding communities.

Cedar Brook Financial Partners

5885 Landerbrook Dr, Ste 200
Cleveland, OH 44124

Jonathan D. Torrens

CFP®

President and Chief Investment Officer

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

TCM Wealth Advisors

66 South Miller Road, Suite 202
Fairlawn, OH 44333
(888) 220-7374
(330) 836-7000
CONNECT WITH Jonathan
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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

Doug Kinsey

CFP®, AIFA®, CIMA®

Partner

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.

Artifex Financial Group

2305 Far Hills Ave, Ste 206
Dayton, OH 45419
(855) 752-6644

Jeffrey E. Suchy

CFP®

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

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

Susan E. Pack

CPA/PFS, CFP®, CKA®

Managing Principal

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Pomeroy Financial Planning, LLC

Anderson Township
Cincinnati, OH 45255

Pomeroy Financial Planning, LLC

2114 Madison Rd #200
Cincinnati, OH 45208
(513) 802-8898

Marc Servodio

CFP®

Financial Advisor

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

Financial Advisor serving Ohio and the surrounding communities.

SS&G Wealth

275 Springside Dr, Ste 250
Akron, OH 44333
(800) 871-0985
(330) 598-2208

Ronald A. Brenner

CFP®

Vice President - Financial Consultant

Specialties: Attending College, Annuities, Charitable & Planned Giving, Asset Allocation, Investment...More

Financial Advisor serving Ohio and the surrounding communities.

Charles Schwab

4000 Smith Rd, Ste 100
Cincinnati, OH 45209
(513) 361-8627

Kevin H. Myeroff

CPA, CFP®,

CEO and President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

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

NCA Financial Planners

6095 Parkland Blvd, Suite 210
Mayfield Heights, OH 44124
(440) 473-1115 x200

Brent R. Steiner

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Ramsier Financial Services

790 East Main St, PO Box 467
Smithville, OH 44677
(800) 669-3005
(330) 669-3005

Mark J. McCandless

CPA, CFP®

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Pathfinder Wealth Advisors LLC

6100 Oak Tree Blvd., Ste 200
Independence, OH 44131
(216) 643-6780

William J. Schretter

CFP®, CLU, ChFC

Sr. Financial Planner

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

Financial Advisor serving Ohio and the surrounding communities.

Key Private Bank

10 west second Street
Dayton, OH 45402
(513) 295-3036

Whitney T. Logan

CFP®, CLU, ChFC

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

Financial Advisor serving Ohio and the surrounding communities.

Logan Financial Group, LLC

3100 Tremont Rd, Ste 210
Columbus, OH 43221
(614) 442-0214

Mark D. Beaver

CFP®

Financial Planner

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

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

Keeler & Nadler Financial Planning

5100 Bradenton Ave, Ste B
Dublin, OH 43017
(614) 791-4123

Scott R. Kidwell

CFP®

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

Jamie M. Powell

CFP®

Advisor

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.

Capital Advisory Services, LLC

8240 Beckett Park Dr, Ste B
West Chester, OH 45069

Capital Advisory Services, LLC

211 S. Walnut Street
Van Wert, OH 45891
(800) 891-6458
(513) 942-7000

John D. May, III

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Ruggaard & Associates, Inc.

2196 E. Enterprise Parkway
Twinsburg, OH 44087
(330) 487-5888
CONNECT WITH John
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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

Jared Lund

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Schaeffer Financial

963 Meadowland Dr.
Cincinnati, OH 45255

John C. Girvin

CFP® EA

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Artifex Financial Group

2305 Far Hills Ave, Ste 206
Dayton, OH 45419
(855) 752-6644

Meghan Mader

CFP®

CCO/Managing Partner

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Charles Schwab

2875 W. Dublin Granville Rd
Columbus, OH 43235
(614) 799-2900

Jake Butcher

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Hengehold Capital Management

6116 Harrison Ave
Cincinnati, OH 45247
(513) 598-5120