Find a Financial Planner in
Within of
Within of

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
  • facebook link
  • linkedin link

Karen L. Jeske

CFP®, CPA

Financial Consultant

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

Thrivent Financial

46 E Mohawk Dr, Ste 100
Malvern, OH 44644-9554
(330) 863-4225

David R. Kirkey

CFP®, CPA

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Kirkey & Company Financial Advisors, Inc.

5207 Norwich St
Hilliard, OH 43026
(614) 777-5007

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

Candace L. DeLuca

M.S., CFP®, AAMS®

Founder, Managing Director

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 Strategies &Partners

3455 Mill Run Dr Ste 312
Hilliard, OH 43026
(614) 869-3002
CONNECT WITH Candace
  • facebook link
  • linkedin link

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

Tracey M. Danison

CFP®

Vice President

Specialties: Attending College, Investment Management, Retirement

Financial Advisor serving Ohio and the surrounding communities.

Danison & Associates, Inc.

2152 Tremont Center
Columbus, OH 43221
(614) 487-6040

Scott E. Rendle

CFP®

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

Stephen P. King

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Wealthquest Corporation

50 E Business Way, Ste 120
Cincinnati, OH 45241
(513) 530-9700

Michael D. Andrews

CFP®, CPA

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Andrews Advisors

1549 Boettler Road, Suite C
Green, OH 44685
(330) 644-9000
CONNECT WITH Michael
  • linkedin link

David D. Wilder

CFP®, MST, CTFA, AIF

Managing Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Carson Wealth

4665 Cornell Rd, Suite 160
CINCINNATI, OH 45227
(513) 984-6696

Barbara J. Luczkowski

CFP®

Pres. Principal

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

Commission Financial Advisor serving Ohio and the surrounding communities.

Luczkowski Agency Nationwide Financial

8045 Mayfield Rd
Chesterland, OH 44026
(866) 295-9151
(440) 729-4042

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

Steven L. Frank

CFP®

Senior Vice President - Investments

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Banking, Career...More

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

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

255 E Fifth St, 1400 Chemed Center
Cincinnati, OH 45202
(513) 651-6561

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.

Templeton Creek Wealth Management

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

Michael Purtill

CFP®

Investment Adviser

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Purtill Financial LLC

22 Alpha Park
Highland Heights, OH 44143
(855) 849-5010
(440) 484-5340

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

Peggy M. Ruhlin

CFP®, CPA/PFS (Ret)

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

1801 Watermark Dr, Ste 300
Columbus, OH 43215-7088
(800) 481-6910
(614) 397-5713

Melvyn E. Wicks

CFP®, ChFC, CLU

President

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

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

Independent Retirement Solutions, LLC

480 W. Dussel Dr., Suite 145
Maumee, OH 43537
4198658579

Boris Kagarlitskiy

CFP® ®, ChFC ®

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

Financial Advisor serving Ohio and the surrounding communities.

2185 Warrensville Center Rd
University Hts, OH 44118
(216) 691-3230

Jake Smail

CFP®, TPCP®

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

Financial Advisor serving Ohio and the surrounding communities.

Demming Financial Services

13 New Hudson Road
Aurora, OH 44202
(330) 562-2122
CONNECT WITH Jake
  • linkedin link

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

Wendy Keeler

CFP®

Director of Wealth Planning

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

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

Tri-Oak Private Wealth Management

5747 Perimeter Dr, Ste 240
Dublin, OH 43017-3256
(614) 956-4190
CONNECT WITH Wendy
  • 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

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

Kimberly E. Wirtz

CFP®

Certified Financial Planner Practitioner

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

John E. Sestina & Company

16865 Rabbit Run Dr.
Strongsville, OH 44136

John E. Sestina & Company

16865 Rabbit Run Dr
Strongsville, OH 44136
614-502-3356

Susan E. Pack

CPA/PFS, CFP®, CKA®

Managing Principal

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Pomeroy Financial Planning, LLC

Anderson Township
Cincinnati, OH 45255

Pomeroy Financial Planning, LLC

7850 Five Mile Rd
Cincinnati, 45230-2356
(513) 802-8898