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63 Financial Planners near Marion, Ohio
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William B. Shorthill

CFP®

Certified Financial Planner 35.2 Miles

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

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

Beacon Hill Investment Advisory

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

Roger E. Southward

CFP®

49.68 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Southward Financial Services, LLC

5117 Sandcherry Dr
Groveport, OH 43125-9359
(614) 864-0759

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

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

Jason Eliason

CFP®, ChFC®, CFA®

Partner 39.57 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

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

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

Christopher O. Olsgard

CFP®

Partner 39.58 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.

Waller Financial Planning Group, Inc.

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

Steven J. Shadeed

MBA, CFP®

Financial Advisor 36.66 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.

Shadeed Wealth Strategies

5025 Arligton Centre Blvd, Suite 240
Columbus, OH 43220
(614) 459-9170

James D. Atkinson

CFP®AIF®MPAS

Managing Director 37.36 Miles

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

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

Columbus Capital

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

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

Jimmy Rogers

CFP®, ChFC

34.15 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.

PDS Planning, Inc.

475 Metro Pl S, Suite 460
Dublin, OH 43017
(614) 481-8449

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
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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

Gary Vawter

CFP®, ChFC®

Owner/President 36.51 Miles

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

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

Vawter Financial, Ltd.

1161 Bethel Rd, Ste 304
Columbus, OH 43220
(614) 451-1002
CONNECT WITH Gary
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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
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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

Jason Codrea

CFP®

34.66 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Codrea Financial Services

141 West Schrock Road
Westerville, OH 43081
(614) 452-8185

Jeffrey Loehnis

CPA, CFP®

42.13 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Hamilton Capital Management, Inc.

5025 Arlington Centre Blvd, Ste 300
Columbus, OH 43220
(888) 833-5951
+1 More Number
(614) 273-1000

Allen J. Sykes

CFP®

34.29 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Pinnacle Wealth Planning Services, Inc.

6 W 3Rd St, ste 100
Mansfield, OH 44902
(419) 564-1162

Jessica McNamee

CFP®, CLU®

36.92 Miles

Specialties:

Financial Advisor serving Marion, Ohio and the surrounding communities.

LPL Finacial

132 S. Detroit St., PO Box 206
Bellefontaine, OH 43311
(614) 208-6562

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
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Melody Brady

CFP®

Financial Planner 40.34 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Forefront

431 W Liberty St, #160
Medina, OH 44256
(614) 547-3707
CONNECT WITH Melody
  • 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

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

Pei-Chin Andrew

MBA, CFP®, ChFC®

Financial Advisor 34.63 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Summit Financial, DBA Heritage Wealth Partners

6215 Emerald Pkwy Unit 1
Dublin, OH 43016
(614) 389-9548
CONNECT WITH Pei-Chin
  • linkedin link

Tedra Pine

CFP®

Financial Advisor 40.09 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Baird

4215 Worth Ave., Suite 200
Columbus, OH 43219
(614) 629-6914
CONNECT WITH Tedra
  • linkedin link