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Ted K. Saneholtz

CFP®, CPA, ChFC

Founder

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

Financial Advisor serving Ohio and the surrounding communities.

Summit Financial Strategies, Inc.

7965 N High St, Ste 350
Columbus, OH 43235
(888) 867-4717
(614) 885-1115
Contact Me

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
Contact Me

John McHugh

CFP®, CPA, CAP®

Senior Wealth Manager

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

Gregory P. Fasig

CFA, CFP®

Director

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Aspiriant

201 E. 5th St., Ste 1430
Cincinnati, OH 45202
(513) 824-3100
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Zachary A. Rapp

CFP®

Financial Advisor

Specialties:

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

Jon Coomer Investment Management

322 W Main St, Ste A
Troy, OH 45373
(937) 335-7700 Contact Me

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

211 S. Walnut Street
Van Wert, OH 45891

Capital Advisory Services, LLC

8240 Beckett Park Dr
West Chester, OH 45069
(800) 891-6458 Contact Me

William D. Heichel

CFP®, JD

Planner

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

Financial Advisor serving Ohio and the surrounding communities.

Pinnacle Professional Marketing, LLC

6 W 3rd St, Ste 100
Mansfield, OH 44902
(419) 526-5226 Contact Me

Stuart C. Goldsberry

CFP®

Financial Consultant

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life...More

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

Goldsberry Wealth Strategies

122 East State Street
Athens, OH 45701-0928
(800) 468-5345
(740) 593-6500
Contact Me

Jim Hyre

CFP®

Registered Principal

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Hyre Personal Wealth Advisors

2074 Arlington Ave
Columbus, OH 43221
(877) 228-9515
(614) 225-9400
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Richard L. Mohr

CFP®, CPA, PFS

President

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

Financial Advisor serving Ohio and the surrounding communities.

Buckeye Financial Solutions,Inc

4553 Everhard Rd NW
Canton, OH 44718
(330) 244-8600 Contact Me

Jill R. Powers

CFP®

Managing 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.

Trilogy Wealth Advisors

516 E. High Street
Bryan, OH 43506
(800) 882-4001
(419) 636-4001
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Karen L. Jeske

CFP®, CPA

Financial Consultant

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

Thrivent Financial

46 E Mohawk Dr, Ste 100
Malvern, OH 44644-9554
(330) 863-4225 Contact Me

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 Contact Me

Stephanie M. Smith

MS, CFP®

Client Relationship Manager

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

Financial Advisor serving Ohio and the surrounding communities.

TDC Companies

1440 Arrowhead Drive
Maumee, OH 43537
(540) 974-0128 Contact Me

Walter E. Moore

CFP®

President

Specialties: Comprehensive Financial Planning, Investment Management

Financial Advisor serving Ohio and the surrounding communities.

Appaloosa Wealth Managemen

5005 Rockside Rd, Ste 600
Cleveland, OH 44131
(216) 573-3725 Contact Me

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 Contact Me

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 Contact Me

Michael C. Brady

MBA, CFP®

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Michael Brady & Co., LLC

28871 Center Ridge Road, Suite 102
Westlake, OH 44145
(440) 235-2100 Contact Me

Ronald J. Scharer

CFP®, ChFC, CLU, Esq

Branch Manager

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

Financial Advisor serving Ohio and the surrounding communities.

Scharer Investment Consultants, LLC

444 E Center St
Marion, OH 43301
(740) 382-2277 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
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Kevin A. Lehman

CFP® CRPC® APMA®

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

Financial Advisor serving Ohio and the surrounding communities.

Lehman Capital Management Group A Private Wealth Advisory Practice of Ameriprise

255 Executive Dr
Marion, OH 43302
(740) 387-8402 Contact Me

Eric Ross

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Truepoint Wealth Counsel

4901 Hunt Rd, Ste 200
Cincinnati, OH 45242
(513) 792-6648 Contact Me

James M. Reed

CFP®, CPA

President

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

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

Reed Financial Services

5885 Landerbrook Dr., Ste 110
Cleveland, OH 44124
(216) 464-2090 x102 Contact Me

Neal E. Watson

CFP®

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

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

Fleming Watson Financial Adviosrs, LLC

PO Box 2160, 512 3rd St.
Marietta, OH 45750
(740) 373-4877 Contact Me

Brian T. Mills

CFP®

Financial Advisor

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

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

Mills Financial Planning

2356 Benning Drive
Powell, OH 43065
(614) 504-0402 Contact Me

Matthew S. Olver

CFP®

Senior VP & Wealth Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Spero Smith Investment Advisers, Inc.

Terminal Tower 50 Public Tower, Ste 2700
Cleveland, OH 44113
(216) 464-6266 Contact Me

Amanda Lisachenko

CFP®

COO

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

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

Reed Financial Services

3690 Orange Pl, Ste 240
Beachwood, OH 44122
(216) 464-2090 Contact Me

John H. Mannen

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Cedar Brook Financial Partners

5885 Landerbrook Dr, Ste 200
Cleveland, OH 44124
Contact Me

Allen A. Osgood, Jr.

CFP®

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Financial Freedom, LLC

2661 Commons Blvd
Beavercreek, OH 45431
(866) 697-6400 Contact Me

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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