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Jamie M. Powell

CFP®

Advisor

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

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

Capital Advisory Services, LLC

8240 Beckett Park Dr, Ste B
West Chester, OH 45069

Capital Advisory Services, LLC

211 S. Walnut Street
Van Wert, OH 45891
(800) 891-6458
(513) 942-7000

Theodore T. Sadar

CFP®

Owner

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

Financial Advisor serving Ohio and the surrounding communities.

Sadar Financial Management

520 S Main St, Ste 2553
Akron, OH 44311
(330) 564-0505

Kevin R. Clark

CFP®, CIMA®, EA

Financial Advisor

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

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

Ameriprise Financial

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

Robert A. Valente

CFP®, AEP

Managing Member

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Robert Valente Consulting LLC

3855 Tradewinds Circle
Pepper Pike, OH 44124
(216) 406-1036

Monica L. Dwyer

CFP®

VP 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.

Harvest Financial, LLC

8897 Cincinnati-Dayton Rd
West Chester, OH 45069
(800) 360-0329
(513) 779-3030
CONNECT WITH Monica
  • linkedin link

James J. Hoskins

CFP®

Lead Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Family Wealth Advisory Group LLC

7359 E Kemper Rd, Ste A
Cincinnati, OH 45249-1674
(513) 469-5542

Richard J. Martin

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Bluestone Wealth Partners

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

John McHugh

CFP®, CPA, CAP®

Senior Wealth Manager

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Budros, Ruhlin & Roe, Inc.

1801 Watermark Dr, Ste 300
Columbus, OH 43215
(614) 481-6900

Mark J. McCandless

CPA, CFP®

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Pathfinder Wealth Advisors LLC

4401 Rockside Road, Suite 212
Independence, OH 44131
(216) 236-6701

Candace L. DeLuca

M.S., CFP®, AAMS®

Wealth Management Advisor

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

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

DeLuca Financial Services, LLC

3455 Mill Run Dr, Ste 105
Hilliard, OH 43026
(614) 869-3002
CONNECT WITH Candace
  • facebook link
  • linkedin link

Richard D. Nadler

CFP®

Financial Planner

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

Financial Advisor serving Ohio and the surrounding communities.

Keeler & Nadler Family Wealth

485 Metro Place South, Suite 100
Dublin, OH 43017
(614) 791-4123

Katherine E. Kincaid

CFP®

Senior Planner

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

Joe L. Flinner

CFP®, CRPC

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

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

Ameriprise Financial Services, Inc.

36350 Detroit Rd, Ste A
Avon, OH 44011
(800) 706-3602
(440) 934-7100

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

Thomas P. Shortreed

MBA, CFP®, CRPC, BFA

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Mutual...More

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

Ameriprise Financial

3378 State Route 5
Cortland, OH 44410
(330) 638-5525

Francis J. Niehaus

JD, CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Retirement

Financial Advisor serving Ohio and the surrounding communities.

Niehaus Financial Services, LLC

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

Pamela Sandy

CFP®

Founder, CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Asset...More

Financial Advisor serving Ohio and the surrounding communities.

CONFIANCE, LLC

600 Superior Ave E, Ste 1300
Cleveland, OH 44114
(866) 987-8781
(866) 987-8781

Kristen E. Moosmiller

CFP®

Founder, Managing Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

NorthAvenue LLC

4400 North High St, Ste 201
Columbus, OH 43214
(614) 210-3948 ext. 101

Walter R. Wilson, Jr.

CFP®

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

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

Waddell & Reed, Inc.

8050 Beckett Center Drive, Suite 303
West Chester, OH 45069
(513) 253-0780

Doug Kinsey

CFP®, AIFA®, CIMA®

Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Artifex Financial Group

2305 Far Hills Ave, Ste 206
Dayton, OH 45419
(855) 752-6644

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

Mark D. Beaver

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.

Keeler & Nadler Family Wealth

485 Metro Place South, Suite 100
Dublin, OH 43017
(614) 791-4123

Nicole Theisen Strbich

CFP®, CPWA®, EA

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Career Change, Asset...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Buckingham Advisors

6856 Loop Road
Dayton, OH 45459
(937) 435-2742

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 & Company, LLC

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

Michael R. Scherer

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Summit Financial Strategies, Inc.

7965 N High St, Ste 350
Columbus, OH 43235
(614) 885-1115

Zachary A. Rapp

CFP®

Financial Advisor

Specialties:

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

Jon Coomer Investment Management

322 W Main St, Ste A
Troy, OH 45373
(937) 335-7700

Robert Rolland

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.

Rolland Advisory Solutions

50 S Liberty St, Ste 162
Powell, OH 43065
(614) 789-1891

James H. Day

CFP®

Vice Pres

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

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

Aspire Investment Management

42175 Butternut Ridge Rd
Elyria, OH 44035
(440) 309-4916

William D. Heichel

CFP®, JD

Planner

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

Financial Advisor serving Ohio and the surrounding communities.

Pinnacle Professional Marketing, LLC

6 W 3rd St, Ste 100
Mansfield, OH 44902
(419) 526-5226

Stephen H. Perrin, Sr.

CFP®

President

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

Financial Advisor serving Ohio and the surrounding communities.

Co-ordinated Financial Plng.

4555 Lake Forest Dr, Ste 560
Cincinnati, OH 45242
(513) 769-3131