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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 #102
Westlake, OH 44145
(440) 235-2100
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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, LLC

201 E. 5th St., Ste 1430
Cincinnati, OH 45202
(513) 824-3100
CONNECT WITH Gregory
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Charles P. Hahn

CFP®, ChFC

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

Financial Advisor serving Ohio and the surrounding communities.

Cetera Advisor Networks

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

Keith A. Heichel

CFP®, ChFC

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Pinnacle Advisors

1684 MEDINA RD. SUITE 100
Medina, OH 44256
(419) 526-5226

Thomas C. Gilchrist

CFP®

Vice President & Trust Officer

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

Financial Advisor serving Ohio and the surrounding communities.

PNC Wealth Management

1900 E 9th St, B7-YB13-03-1
Cleveland, OH 44114
(216) 222-9272

Jeffrey M. Zimmerman

CFP®

Owner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Zimmerman Capital Management, LLC

1450 Franklin Ave, PO Box 201
Salem, OH 44460
(330) 332-4261

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

Jason Eliason

CFP®, ChFC®, CFA®

Partner

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

Financial Advisor serving Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

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

Erik Roemer

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

Gerber, LLC

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

Kevin M. Doll

MS, CFP®

Wealth Manager

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

PDS Planning, Inc.

475 Metro Place South, Suite 460
Dublin, OH 43017
(614) 481-8449
CONNECT WITH Kevin
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Kenneth S. Donaldson

CFP®, CTFA

Senior Portfolio Manager

Specialties: Budget & Debt Management, Banking, Asset Allocation, Investment Management, Employee...More

Financial Advisor serving Ohio and the surrounding communities.

US Bank

425 Walnut Street, CN-OH-W10V
Cincinnati, OH 45202
(513) 632-2460

Kara Downing

CFP®

Co-Founder & Senior Wealth Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Endeavor Wealth Advisors

29525 Chagrin Blvd, Ste 300
Beachwood, OH 44122-4601
(216) 373-0808
CONNECT WITH Kara
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Adam T. Hill

CFP®

CEO/President

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

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

Maxwell Financial Management

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

Jennifer Bush

CFP®

Senior Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Intentional Wealth Partners

7017 Pearl Rd. #12
Cleveland, OH 44130
216-503-7593 x 106

Christopher O. Olsgard

CFP®

Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

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

Jeremy D. DiTullio

CFP®, AWMA®, CRPC®

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

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

Cleveland Financial Group

2001 Crocker Rd, Suite 400
Westlake, OH 44145
(440) 617-6676

Michael Jarrold-Grapes

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

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

Niehaus Financial Services, LLC

5600 Harrison Ave
Cincinnati, OH 45248
(513) 471-9600

David H. Warner

CPA CFP®. EA, NSSA

Member

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.

Warner Financial Group LLC

PO Box 190
Dalton, OH 44618
(330) 466-4813

Joshua Levine

CFP®

Owner / Founder

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Firefly Wealth Management

1468 West 9th Street, Suite 100
Cleveland, OH 44113
(877) 753-2449
CONNECT WITH Joshua
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Martin Christopher Cooper

MSFS,CFP®,EA

President

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Chris Cooper & Company, Inc.

5555 Airport Highway, Suite 115
Toledo, OH 43615
(800) 352-7674
(419) 868-8000

Jennifer S. Henderson

MBA, CFP®

Chief Operating Officer

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Pinnacle Advisors

6 West Third Street, Suite 100
Mansfield, OH 44902
(419) 526-5226
CONNECT WITH Jennifer
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Mark R. Finney

CFP®

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

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

McCarthy & Cox

127 W 5th St
Marysville, OH 43040
(937) 644-0351
CONNECT WITH Mark
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Nick A. Burson

CFP®

Financial Planner

Specialties:

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

LINCOLN DOUGLAS INVESTMENTS LLC

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

Tyler M. Colton

CPA/PFS, CFP®

Sr. Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

MAI Capital Management

6050 Oak Tree Blvd, 5th floor
Independence, Ohio 44131
(216) 484-4736
CONNECT WITH Tyler
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Kevin George

CFP®

Regional Director

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

Prudential

9078 Union Centre Blvd, Ste 350
West Chester, OH 45069-4992
CONNECT WITH Kevin
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Tedra Pine

CFP®

Financial Advisor

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

Financial Advisor serving Ohio and the surrounding communities.

Baird

4215 Worth Ave., Suite 200
Columbus, OH 43219
(614) 629-6914
CONNECT WITH Tedra
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Stanley Oda

CFP®™, RICP™

President

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

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

ODA & Company, Inc.

Oda & Co., Inc., 416 W Liberty St
MEDINA, OH 44256
(877) 782-6632
(330) 725-8911
CONNECT WITH Stanley
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John S. Evans

CPA, CFP®

Principal

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Truepoint Wealth Counsel

9999 Carver RD Ste 200, Ste 200
Blue Ash, OH 45242-5583
(513) 792-6648

Gary E. Hollander

CFP®

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.

Hollander & Associates, LLC

4350 Glendale Milford Road, Suite 125
Cincinnati, OH 45242
(800) 788-4375
(513) 729-4430

Kenneth Klabunde

MSFP, CFP®, CDFA®

Founding Principal

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Precedent Financial Strategies

11 Garfield Place
Cincinnati, OH 45202

Precedent Financial Strategies

9000 Keystone Crossing
Indianapolis, IN 46240
(800) 264-9908
(800) 264-9908
CONNECT WITH Kenneth
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