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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

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

Randall P. Ruggaard

CFP®

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Ruggaard & Associates, Inc.

2196 E. Enterprise Parkway
Twinsburg, OH 44087
(330) 487-5888

Gary E. Hollander

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.

Hollander & Associates, LLC

P.O. Box 429347
Cincinnati, OH 45242
(800) 788-4375
(513) 543-7704

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

Marc E. Henn

CFP®

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Harvest Financial Advisors, LLC

8840 Cincinnati Dayton Rd
West Chester, OH 45069
(800) 361-0329
(513) 779-3030

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

Derwood S. Miller

CFP®

Pres.

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

Financial Advisor serving Ohio and the surrounding communities.

M.J. Miller & Co.

PO Box 367
Hartville, OH 44632-0367
(330) 877-9433

Robert M. Leshnak, Jr.

CLU ChFC CFP® MS EA

Registered Principal

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

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

Leshnak Wealth

7182 Liberty Centre Drive, Unit I
West Chester, OH 45069
(888) 223-7242
(513) 779-3777

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

Herbert J. Kahn

CFP®

Registered Investment Advisor

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

Financial Advisor serving Ohio and the surrounding communities.

Kahn Financial Advisors LLC

2771 Lakinhurst Dr
Columbus, OH 43220
(614) 451-9251

Michael S. Lamb

CFP®, CPA/PFS

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Retirement

Financial Advisor serving Ohio and the surrounding communities.

Goldshot, Lamb & Hobbs, Inc.

3066 Kettering Blvd
Dayton, OH 45439
(937) 297-3400 x3107

Steven P. McCann

CFP®

Director of Financial Planning

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

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

Hudson Financial Advisors

10034 Wellman Rd.
Streetsboro, OH 44241
(330) 342-1157

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

David W. Demming, Jr.

CFP®

Vice President & CIO

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

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

Demming Financial Services Corp

13 New Hudson Rd
Aurora, OH 44202
(877) 841-2122
(330) 562-2122

Kenneth J. Paull

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Sequoia Financial Group, LLC

2000 Auburn Dr, Ste 350
Beachwood, OH 44122
(216) 831-4900

Brian T. Mills

CFP®

Financial Advisor

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

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

Mills Financial Planning

5910 Wilcox Pl, Ste F
Dublin, OH 43016-6801
(614) 504-0402
CONNECT WITH Brian
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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

Amanda Lisachenko

CFP®

COO

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

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

Reed Financial Services

5885 Landerbrook Dr., Suite 110
Cleveland, OH 44124
(216) 464-2090

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

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

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

Mark A. Fissel

CFP®

Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Beacon Hill Investment Advisory

5500 Frantz Road, Ste. 153
Dublin, OH 43017
(614) 469-4685

Matthew Hatfield

CFP®

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

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

Edward Jones

35 South Park Place, Suite 10
Newark, OH 43055-5538
(740) 349-9191
CONNECT WITH Matthew
  • facebook link
  • linkedin link

James Budros

CFP®

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

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

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

Allen J. Sykes

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Pinnacle Wealth Planning Services, Inc.

6 W 3Rd St, ste 100
Mansfield, OH 44902
(419) 564-1162