Find a Financial Planner in
Within of
63 Financial Planners near Marion, Ohio
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

Charles P. Hahn

CFP®, ChFC

34.34 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Cetera Advisor Networks

108 N Main St, Rear Bldg
Mansfield, OH 44902
(419) 522-4333

David R. Kirkey

CFP®, CPA

President 38.4 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

Kirkey & Company Financial Advisors, Inc.

5207 Norwich St
Hilliard, OH 43026
(614) 777-5007

Andrea N. Ellis

CFP®

Wealth Manager 43.98 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Marion, Ohio and the surrounding communities.

Pinnacle Advisors

131 Dillmont Dr, Ste 101
Columbus, OH 43235-5697
(800) 987-4767

Matthew E. Shaffer

MBA, CFP®

Co-Founder & CEO | Chief Investment Officer 31.86 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

Shaffer Capital

550 Polaris Pkwy, Ste 130
Westerville, OH 43082
(877) 891-1213
+1 More Number
(614) 891-1700

Tracey M. Danison

CFP®

Vice President 39.82 Miles

Specialties: Attending College, Investment Management, Retirement

Financial Advisor serving Marion, Ohio and the surrounding communities.

Danison & Associates, Inc.

2152 Tremont Center
Columbus, OH 43221
(614) 487-6040

Katherine E. Kincaid

CFP®

Senior Planner 42.13 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

941 Chatham Ln, Ste 212
Columbus, OH 43221
(614) 457-7026

Erik Roemer

CFP®

35.74 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Marion, Ohio and the surrounding communities.

Gerber, LLC

580 N 4th St, Ste 400
Columbus, OH 43215-2153
(877) 850-4400
+1 More Number
(614) 431-4343

Matthew J. Stewart

CFP®, ChFC®

President/Wealth Advisor 26.62 Miles

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

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

Forestview Financial Partners, LLC

1967 Forestview Ln
Delaware, OH 43015
(614) 954-1154
CONNECT WITH Matthew
  • facebook link
  • twitter link
  • linkedin link

Samantha A. Macchia

CFP®, ChFC

42.13 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

Summit Financial Strategies, Inc.

4111 Worth Ave, #510
Columbus, OH 43219-3599
(614) 885-1115

Jamie P. Menges

CFP®, CPA

Principal 41.47 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

PDS Planning, Inc.

475 Metro Pl S
Dublin, OH 43017-5315
(614) 481-8449

Joseph S. Messinger

CFP®, ChFC, CLU

Partner & Director of College Planning 34.35 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

Capstone Wealth Partners, Ltd.

6037 Frantz Road, Ste 104
Dublin, OH 43017
(614) 754-7805
CONNECT WITH Joseph
  • facebook link
  • twitter link
  • linkedin link

Brian T. Houts

CFP®

Chief Planning Officer, Partner 34.06 Miles

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

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

Frazier Financial Advisors

Frazier Financial, 1690 W Lane Ave
Columbus, OH 43221-3922
(614) 793-8297

Isao L. Shoji

CFP®

Managing Partner 43.31 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

TSG Advice Partners

254 W Grubb St
Columbus, OH 43215
(614) 697-2750

Jeffrey R. Foster

CFP®

Partner 35.12 Miles

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

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

Retirement Strategies, Ltd.

5060 Parkcenter Ave, Suite A
Dublin, OH 43017
(614) 799-8668

Mark D. Beaver

CFP®

Senior Financial Advisor 34.19 Miles

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

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

Keeler & Nadler Family Wealth

565 Metro Place South, Suite 280
Dublin, OH 43017
(614) 791-4123
CONNECT WITH Mark
  • facebook link
  • linkedin link

David Hoskins

CFP®

VP & Trust Officer 43.21 Miles

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

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

Civista Wealth Management

5065 E US Highway 36
Urbana, OH 43078
(937) 355-0003

Mark A. Fissel

CFP®

Partner 43.87 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

Beacon Hill Investment Advisory

6000 Venture Drive
Dublin, OH 43017
(614) 469-4685

W. Phil Ratcliff

AIF®,CFP®,ChFC®,CLU®

President 42.69 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

rebel Financial

5940 Clyde Moore Dr
Groveport, OH 43125
(877) 54-rebel
+1 More Number
(614) 441-9605
CONNECT WITH W. Phil
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Luke Salcone

CFP®

Financial Advisor 32.3 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

Summit Financial Strategies

5567 Whispering Ridge Dr
Galena, OH 43021-8050
(330) 554-3454

Fred J. Minich

CFP®, AAMS

Financial Advisor 39.45 Miles

Specialties:

Financial Advisor serving Marion, Ohio and the surrounding communities.

Edward Jones

1840 Zollinger Rd
Columbus, OH 43221-2850
(888) 451-6355
+1 More Number
(614) 451-6004

Jessica Hultberg

CFP®

Financial Advisor 34.19 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

Keeler & Nadler Family Wealth

565 Metro Place South, Suite 280
Dublin, OH 43017
(614) 791-4123

Peggy M. Ruhlin

CFP®, CPA/PFS (Ret)

43.98 Miles

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

1801 Watermark Dr, Ste 300
Columbus, OH 43215-7088
(800) 481-6910
+1 More Number
(614) 397-5713

Mark R. Finney

CFP®

27.4 Miles

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

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

McCarthy & Cox

127 W 5th St
Marysville, OH 43040
(937) 644-0351
CONNECT WITH Mark
  • facebook link
  • linkedin link

Nick A. Burson

CFP®

Financial Planner 36.48 Miles

Specialties:

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

LINCOLN DOUGLAS INVESTMENTS LLC

135 S Main St
Mount Vernon, OH 43050-7540
(740) 398-0747

Josh Gallogly

CFP®, EA

Managing Member and Founder, CERTIFIED FINANCIAL PLANNER® 41.78 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

Milestones Financial, LLC

Appointments by videoconferencing
Columbus, OH 43212-3845
(614) 349-1095

Brad D. Johnson

CFP® ChFC CRPC

Financial Advisor 43.34 Miles

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

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

Ameriprise Financial

530 W Spring St, Ste 160
Columbus, OH 43215-2797
(614) 643-1691
CONNECT WITH Brad
  • linkedin link

Dominic Monk

CFP®

Financial Advisor 38.64 Miles

Specialties:

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

Baird

4215 Worth Ave, Ste 200
Columbus, OH 43219-1546
(614) 629-6929

Thomas Seay Kluttz, III

CFP®, ChFC®

Senior Wealth Advisor 31.68 Miles

Specialties: Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

Aviance Capital Partners

2180 Immokalee Rd, Ste 100
Naples, FL 34110-1407
(239) 598-4747 x113

Wendy Keeler

CFP®

Director of Wealth Planning 33.61 Miles

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

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

Tri-Oak Private Wealth Management

5747 Perimeter Dr, Ste 240
Dublin, OH 43017-3256
(614) 956-4190
CONNECT WITH Wendy
  • linkedin link

Debbie Price

J.D., CPA, CFP®

Managing Member 28.65 Miles

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

Fee Only Financial Advisor serving Marion, Ohio and the surrounding communities.

Price Planning, LLC

1450 Carriage Road
Powell, OH 43065
(614) 848-3860