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Richard A. Fein

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Fein Advisors

6210 Cedar Crossing Ln
Cincinnati, OH 45230
(513) 231-4268 Contact Me

Kevin L. Friday

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Ohio and the surrounding communities.

CFRP

306 N Cleveland Massillon Rd
Akron, OH 44333
(330) 666-7221 Contact Me

Marc R. Jewell

CLU, CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Jewell Financial Services

7017 Corporate Way
Centerville, OH 45459-4238
(877) 434-3699
(937) 434-3699
Contact Me

Gary Howard

CFP®, CPA

CPA, CFP

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

Financial Advisor serving Ohio and the surrounding communities.

Howard Financial Services

8240 Beckett Park Dr., Suite D
West Chester, OH 45069
(513) 218-9446 Contact Me

Robert Karras

CFP®, CLU, ChFC

CEO, Managing Member

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

Financial Advisor serving Ohio and the surrounding communities.

R. Karras, Asset Management & Planning, LLC

5005 Rockside Rd, Ste 600
Independence, OH 44131-6827
(216) 573-3788 Contact Me

William B. Shorthill

CFP®

Certified Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Beacon Hill Investment Advisory

84 S Fourth St
Columbus, OH 43215
(614) 469-4685 Contact Me

Michael R. Scherer

CFP®

Financial Advisor

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 Contact Me

John G. Vertal, III

CFP®, CPA/PFS

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

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

Spencer Investments, Inc.

1001 Jaycox Rd, Ste 2
Avon, OH 44011-1311
(440) 937-9301 Contact Me

John Kraft

CFP®

Financial Advisor

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

Financial Advisor serving Ohio and the surrounding communities.

Raymond James Financial Services

387 Medina Rd, Ste 500
Medina, OH 44256
(330) 239-0850 Contact Me

Mark M. Tepper

CFP®

President

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.

Strategic Wealth Partners

5005 Rockslide Rd, Ste 1200
Independence, OH 44131
(216) 800-9000 Contact Me

Susan E. Pack

CPA/PFS, CFP®

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
CONNECT WITH Susan
  • linkedin link
Contact Me

Michael H. Mulhern

CPA(inactive), CFP®

President

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

Financial Advisor serving Ohio and the surrounding communities.

Total Retirement Solutions, LLC

7650 Rivers Edge Dr
Columbus, OH 43235-1342
(614) 854-6669 Contact Me

Charles D. Vaughan

CFP®, CRPC

Chief Retirement Strategist

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

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

Harbour Financial/THE RETIREMENT SOURCE®

8160 Corporate Park Drive, Suite 210
Cincinnati, OH 45242
(888) 350-9517
(513) 791-8899
Contact Me

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
Contact Me

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
  • facebook link
  • twitter link
  • linkedin link
Contact Me

Mark A. Fissel

CFP®

Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Beacon Hill Investment Advisory

84 South 4th Street
Columbus, OH 43215
(614) 469-4685 Contact Me

Richard J. Martin

CFP®

Specialties: Attending College, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Ohio and the surrounding communities.

Bluestone Wealth Partners

7650 Rivers Edge Dr
Columbus, OH 43235
(614) 431-4342 Contact Me

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 Contact Me

Sam L. Rinehart

CFP®, CLU

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc

10050 Innovation Drive, Ste 310
Miamisburg, OH 45342
(937) 312-8000 Contact Me

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
Contact Me

Randall P. Ruggaard

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Ruggaard & Associates, Inc.

2196 E. Enterprise Parkway
Twinsburg, OH 44087
(330) 487-5888 Contact Me

Diane E. Armstrong

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Estate...More

Financial Advisor serving Ohio and the surrounding communities.

Armstrong Financial Services, LLC

3600 Olentangy River Rd, Building 501
Columbus, OH 43214
(866) 948-4191
(614) 725-5260
Contact Me

Kenny W. Hoopes

CFP®, CPA

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Financial Advisor serving Ohio and the surrounding communities.

K W Hoopes & Associates, Inc CPAs

106 N Main St
Minerva, OH 44657-1645
(330) 868-1140 Contact Me

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 Contact Me

Stephen B. Hess

CFP®

Managing Partner

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

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

Trilogy Wealth Advisors

516 E High Street
Bryan, OH 43506
(800) 882-4001
(419) 636-4001
Contact Me

Jill R. Powers

CFP®, CDFA

President

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

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

Trilogy Wealth Advisors

516 E. High Street
Bryan, OH 43506
(800) 882-4001
(419) 636-4001
Contact Me

John Kopeck

CFP®

Financial Advisor, Vice President

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

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Services, Inc.

5905 E Galbraith Rd, Suite 4200
Cincinnati, OH 45236
(513) 984-9700
CONNECT WITH John
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  • youtube link
Contact Me

Owen J. Hostetler

ChFC, CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

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

Everence Financial Advisors

4136 Kidron Road, PO Box 266
Kidron, OH 44636-0266
(800) 986-9988
(330) 857-9988
Contact Me

Amy Weldele

CFP®

Specialties: Comprehensive Financial Planning, Investment Management

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 Contact Me

Guy M. Smallwood

CFP®

Senior Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Ohio and the surrounding communities.

Merrill Lynch

10100 Innovation Dr, Ste 300
Miamisburg, OH 45342
(937) 847-4083 Contact Me