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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

Kevin R. Clark

CFP®, CIMA®

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

John D. May, III

CFP®

Financial Advisor

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.

Ruggaard & Associates, Inc.

2196 E. Enterprise Parkway
Twinsburg, OH 44087
(330) 487-5888
CONNECT WITH John
  • linkedin link

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

Neil R. Waxman

CFP®, AEP®

Managing Director

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

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

Capitial Advisors, LTD.

20600 Chagrin Blvd, Suite 1115
Shaker Heights, OH 44122
(888) 285-7908
(216) 295-7900

Cheryl Sternasty

CFP®

Specialties:

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

Ameriprise Financial Services, Inc.

3333 Massillon Road, Suite 110
Akron, OH 44312
(330) 628-8045

Bradley Griffith

CPA, CFP®

Financial Planner

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

Financial Advisor serving Ohio and the surrounding communities.

Buckingham Advisors

180-A Commerce Park Dr.
Westerville, OH 43081
614-890-6620 x7814
CONNECT WITH Bradley
  • linkedin link

Christina Povenmire

CFP®, MBA

Principal

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

CMP Financial Planning

1161 Bethel Road, Suite 304
Columbus, OH 43220
(888) 487-1099
(614) 487-1244

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

2114 Madison Rd #200
Cincinnati, OH 45208
(513) 802-8898

Allen A. Osgood

CFP®, MBA

Chairman

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Financial Freedom, LLC

8044 Montgomery Rd, Ste 700
Cincinnati, OH 45236

Financial Freedom, LLC

6151 Lake Osprey Dr
Sarasota, FL 34240

Financial Freedom, LLC

2632 wilkenson rd
Sarasota, FL 34231
(513) 697-6400

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, Suite 102
Westlake, OH 44145
(440) 235-2100
CONNECT WITH Michael
  • facebook link
  • linkedin link

J. Michael Faehner

CFP®

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

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

Faehner Financial Planning

3110 Stoney Ridge Rd
Avon, OH 44011
(888) 485-1973
(440) 934-9500

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 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

Christopher White

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Peoples Bank

1 Swallowfield
Terrace Park, OH 45174
(866) 618-2651 x25550
(513) 265-8100

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

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
(513) 489-4995

Mark David Van Drunen

CFP®, MS

Partner

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

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

Ownership Advisors, Inc.

6100 Oak Tree Blvd, Ste 420
Cleveland, OH 44131
(330) 554-8945
(216) 328-5538

Sam L. Rinehart

CFP®, CLU

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc

10050 Innovation Drive, Ste 310
Miamisburg, OH 45342
(937) 312-8000

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 Engler

CFP®,ChFC®,AIF,CRPS®

Financial Planner

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.

Engler, Garrow & Roth, Ltd

1645 Indian Wood Cir, Ste 102
Maumee, OH 43537
(866) 883-2929
(419) 794-0550
CONNECT WITH John
  • twitter link
  • linkedin link

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

Robert Karras

CFP®, CLU, ChFC

CEO, Managing Member

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

Financial Advisor serving Ohio and the surrounding communities.

R. Karras, Asset Management & Planning, LLC

5005 Rockside Rd, Ste 600
Independence, OH 44131-6827
(216) 573-3788

Marc Servodio

CFP® AIF®

Financial Advisor / 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.

SS&G Wealth

275 Springside Dr, Ste 270
Akron, OH 44333
(330) 576-4554

Kevin W. Wuebker

CFP®

Wealth Manager

Specialties: Comprehensive Financial Planning

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

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

James D. Atkinson

CFP®AIF®MPAS

Managing Director

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate...More

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

Columbus Capital

6530 W Campus Oval
New Albany, OH 43054
(614) 656-1230

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

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

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