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

Richard J. Martin

CFP®

32.61 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Bluestone Wealth Partners

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

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

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

Jeffrey D. Smith

CFP®

Wealth Advisor 43.72 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Mercer Advisors

600 North Cleveland Avenue, Suite 140, Suite 140
Westerville, OH 43082
(614) 738-0629

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

Whitney T. Logan

CFP®, CLU, ChFC

42.13 Miles

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

Financial Advisor serving Marion, Ohio and the surrounding communities.

Logan Financial Group, LLC

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

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

Scott E. Rendle

CFP®

42.13 Miles

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

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

Adam T. Hill

CFP®

CEO/President 37.29 Miles

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

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

Maxwell Financial Management

6530 W Campus Oval, Ste 320
New Albany, OH 43054
(614) 431-4345

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

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

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

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

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
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

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

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

Jennifer S. Henderson

MBA, CFP®

Chief Operating Officer 34.29 Miles

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

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

Pinnacle Advisors

6 West Third Street, Suite 100
Mansfield, OH 44902
(419) 526-5226
CONNECT WITH Jennifer
  • facebook link
  • twitter link
  • linkedin link

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

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

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

Kevin R. Clark

CFP®, CIMA®, EA

Financial Advisor 33.42 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

250 West Old Wilson Bridge Road, Suite 150
Columbus, OH 43085
(614) 396-4043
CONNECT WITH Kevin
  • facebook link
  • linkedin link

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

Ryan E. Mills

CFP®, CRPS®, MBA

President, GIG 48.38 Miles

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

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

The Granville Investment Group, LLC

1919 Lancaster Rd, Suite A
Granville, OH 43023
(740) 587-3975
+1 More Number
(740) 587-3975
CONNECT WITH Ryan
  • facebook link
  • twitter link
  • linkedin link

Abby Rose

CFP®, CPA

34.19 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Marion, Ohio and the surrounding communities.

Keeler & Nadler Family Wealth

565 Metro Place South, Suite 280
Dublin, OH 43017-9882
(614) 791-4123

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

Tedra Pine

CFP®

40.09 Miles

Specialties:

Financial Advisor serving Marion, Ohio and the surrounding communities.

Baird

2630 Henthorn Rd
Columbus, OH 43221-3214