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Jill R. Powers

CFP®

Managing Partner

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

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

Trilogy Wealth Advisors

516 E. High Street
Bryan, OH 43506
(800) 882-4001
(419) 636-4001
CONNECT WITH Jill
  • facebook link

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

2114 Madison Rd #200
Cincinnati, OH 45208

Pomeroy Financial Planning, LLC

Anderson Township
Cincinnati, OH 45255
(513) 802-8898

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

Debbie Price

J.D., CPA, CFP®

Managing Member

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Price Planning, LLC

1450 Carriage Road
Powell, OH 43065
(614) 848-3860

Douglas Meyer

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

SS+D Financial, Inc.

40 N Main Street, STE 1900
Dayton, OH 45423

Paul A. Gydosh, Jr.

CFP®

Managing Director

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

Financial Advisor serving Ohio and the surrounding communities.

Kensington Wealth Partners, LTD

7650 Rivers Edge Dr, Suite 240
Columbus, OH 43235
(614) 431-4336
CONNECT WITH Paul
  • linkedin link

Charles P. Hahn

CFP®, ChFC

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

Financial Advisor serving Ohio and the surrounding communities.

Cleveland Financial Group

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

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

Charlene C. Kott

CFP®

Secretary/Treasurer

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

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

Asset Management Consultant Inc

124 County Line Rd W, Ste B
Westerville, OH 43082
(877) 262-0110
(614) 895-2990

Jeffrey D. Smith

CFP®

Financial Planner

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

Financial Advisor serving Ohio and the surrounding communities.

Key Private Bank

88 E Broad St
Columbus, OH 43215
(614) 460-3453

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

Kevin H. Myeroff

CPA, CFP®,

CEO and President

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

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

NCA Financial Planners

6095 Parkland Blvd, Suite 210
Mayfield Heights, OH 44124
(440) 473-1115 x200

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

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

Richard L. Mohr

CFP®, CPA, PFS

President

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

Financial Advisor serving Ohio and the surrounding communities.

Buckeye Financial Solutions,Inc

3730 Whipple Ave NW, Suite 300
Canton, OH 44718
(330) 244-8600

Joseph C. Hack

CFP®

Vice President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Madison Wealth Management

7755 Montgomery Rd, Ste 350
Cincinnati, OH 45236-4197
(513) 871-4555

Matthew J. Stewart

CFP®, ChFC®

President/Wealth Advisor

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.

Forestview Financial Partners, LLC

1967 Forestview Ln
Delaware, OH 43015
(614) 954-1154
CONNECT WITH Matthew
  • facebook link
  • twitter link
  • linkedin link

John Kopeck

CFP®

Financial Advisor, Vice President

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

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Services, Inc.

5905 E Galbraith Rd, Suite 4200
Cincinnati, OH 45236
(513) 984-9700
CONNECT WITH John
  • facebook link
  • linkedin link
  • youtube link

Francis J. Niehaus

JD, 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

E. Michael McGervey

CFP®, CRPC

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

McGervey Wealth Management

4001 Whipple Ave NW, Ste 202
Canton, OH 44718
(330) 493-9300

Brian M. Tegtmeyer

CFP®

Fee-Only Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Truly Prosper Financial Planning LLC

6605 Longshore Street, Suite 240
Dublin, OH 43017

Truly Prosper Financial Planning LLC

4031 Colonel Glenn Highway, Suite 450
Beavercreek, OH 45431
(614) 259-7737
CONNECT WITH Brian
  • linkedin link

Brian T. Houts

CFP®

Chief Planning Officer, Partner

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

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

Frazier Financial Advisors

6300 Frantz Rd
Dublin, OH 43017
(614) 793-8297

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 & Company, LLC

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

Shon P. Anderson

CFP®, CFA

President & Chief Wealth Strategist

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

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

Anderson Financial Strategies, LLC

40 N. Main St, Ste 2500
Dayton, OH 45423
(937) 610-9388
CONNECT WITH Shon
  • linkedin link

Jay A. Buckingham

CFP®

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving Ohio and the surrounding communities.

Buckingham Financial Group, Inc.

6856 Loop Rd
Dayton, OH 45459-2159
(937) 435-2742

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

Jeffrey Loehnis

CPA, CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Hamilton Capital Management, Inc.

5025 Arlington Centre Blvd, Ste 300
Columbus, OH 43220
(888) 833-5951
(614) 273-1000

Barry Jamieson

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

CMP Financial Planning

69 Highmeadows Circle
Powell, OH 43065
(740) 815-3969

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
  • facebook link
  • linkedin link

William I. Russo

CFP®

Owner

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

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

Securus Financial Strategies

30195 Chagrin Blvd, Ste 360
Pepper Pike, OH 44124
(216) 370-7887