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169 Financial Planners in Ohio
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Donald W. James

CFP®, CPA/PFS

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

Financial Advisor serving Ohio and the surrounding communities.

Kiplinger & Co., CPAs

15300 Pearl Rd, Ste 200
Strongsville, OH 44136-5036
(440) 238-0222

Jeffrey D. Smith

CFP®

Wealth Advisor

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

Financial Advisor serving Ohio and the surrounding communities.

Mercer Advisors

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

Molly Bernet Balunek

CFP®

Co-Founder

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, LLC

29525 Chagrin Blvd., Suite 300
Cleveland, OH 44122
(216) 370-7855
CONNECT WITH Molly
  • facebook link
  • linkedin link

Whitney T. Logan

CFP®, CLU, ChFC

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

Financial Advisor serving Ohio and the surrounding communities.

Logan Financial Group, LLC

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

David M. Dalton

CFP®, JD, MBA

Financial Planner

Specialties: Asset Allocation, Estate Planning, Retirement, Long-term Care

Financial Advisor serving Ohio and the surrounding communities.

Dalton Wealth Management

7237 Cinicinnati Dayton Rd, Ste 203
West Chester, OH 45069
(513) 644-2572

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

James S. Lineweaver

CFP®

President

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

Financial Advisor serving Ohio and the surrounding communities.

Lineweaver Financial Group

9035 Sweet Valley Dr
Valley View, OH 44125
(216) 520-1711
CONNECT WITH James
  • facebook link
  • linkedin link

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
+1 More Number
(513) 489-4995

Janelle M. Woods

CFP®, MBA

Regional Managing Director

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

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

CooksonPeirce Wealth Management

3560 West Market Street, Suite 215, Ste 215
Akron, OH 44333
(877) 745-1700
+1 More Number
(330) 664-9500

Lori L. Eisel

MS, CFP®, EA, CDFA®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Government & Military...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Arcadia Financial Partners, LLC

60 W. Columbus St., 60 W. Columbus St.
Pickerington, OH 43147
(614) 953-9110
CONNECT WITH Lori
  • facebook link
  • linkedin link

Jamie P. Menges

CFP®, CPA

Principal

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

PDS Planning, Inc.

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

Jason E. Farris

CFP®

Partner

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

Marc Servodio

CFP® AIF®

Financial Advisor / Founder

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

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

Vita Advisors, LLC

123 South Miller Road, Suite 100
Fairlawn, OH 44333
(330) 223-3654

Michael A. Cozad

CFP®, MSFS

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement

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

Smith, Moses & Cozad, LLC.

2149 N Fairfield Rd, Ste B
Beavercreek, OH 45431
(937) 431-8010

Robert J. Grossheim

CFP®

Owner/Lead Adviser

Specialties: Comprehensive Financial Planning, Career Change, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Family Wealth Advisory Group, LLC

7359 E Kemper Rd, Ste A, Ste A
Cincinnati, OH 45249
(513) 469-8100

David A. Smith

CFP® MSFS AIF®

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

Financial Advisor serving Ohio and the surrounding communities.

Smith, Moses & Cozad, LLC.

2149 N Fairfield Rd
Beavercreek, OH 45431
(888) 291-9992
+1 More Number
(937) 431-8010

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

Darren Wurz

CFP®, CEPA®, MSFP

Founder & CEO

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

The Lawyer Millionaire

6904 Spring Valley Drive, Suite 301
Holland, OH 43528
(859) 291-9879
CONNECT WITH Darren
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Jessica McNamee

CFP®, CLU®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

LPL Finacial

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

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
  • facebook link
  • linkedin link

Nick Fisher

CFP®

Financial Advisor

Specialties:

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Hamilton Capital

5025 Arlington Centre Blvd
Columbus, OH 43220
(614) 273-1000

Allison Szkody

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

8145 N Main St
Dayton, OH 45415-1703
(937) 898-5430

Dominic Monk

CFP®

Financial Advisor

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

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

Baird

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

Briana Oltmann

CFP®, CKA®, EA

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

Financial Advisor serving Ohio and the surrounding communities.

27 E Coshocton St
Johnstown, OH 43031-1056
(740) 967-7999
CONNECT WITH Briana
  • linkedin link

David M. Yormick

CFP®

Financial Planner

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

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

Bison Wealth Management, LLC

5010 Mayfield Road, Ste 201
Lyndhurst, OH 44124
(216) 270-4425
CONNECT WITH David
  • linkedin link

Derrick Schuler

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.

Schuler Wealth Planning

3819 Attucks Dr
Powell, OH 43065-6082
(614) 502-9218
CONNECT WITH Derrick
  • facebook link
  • linkedin link

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
+1 More Number
(330) 725-8911
CONNECT WITH Stanley
  • linkedin link

Paul J. Nikolai

CFP®

Director - Investment Advisory, Principal

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

Financial Advisor serving Ohio and the surrounding communities.

Aspiriant, LLC

201 E Fifth St, Ste 1430
Cincinnati, OH 45202
(513) 824-3110

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 Howard

CFP®, CPA

CPA, CFP

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

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

Howard Financial Services

8240 Beckett Park Dr., Suite D
West Chester, OH 45069
(513) 844-1400