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Gerald Matthew Koler

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Career Change, Investment...More

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

Koler Financial Group

6400 Pearl Rd
Parma Heights, OH 44130-2907
(440) 884-7042

Jeffrey D. Smith

CFP®

Wealth Advisor

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

Financial Advisor serving Ohio and the surrounding communities.

Mercer Advisors

600 North Cleveland Avenue, Suite 140, Suite 140
Westerville, OH 43082
(614) 738-0629

Roger E. Southward

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Southward Financial Services, LLC

5117 Sandcherry Dr
Groveport, OH 43125-9359
(614) 864-0759

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

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

Erik Roemer

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

Gerber, LLC

580 N 4th St, Ste 400
Columbus, OH 43215-2153
(877) 850-4400
(614) 431-4343

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

Janelle M. Woods

CFP®, MBA

Regional Managing Director

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.

CooksonPeirce Wealth Management

4040 Embassy Pkwy, Ste 140
Akron, OH 44333
(877) 745-1700
(330) 664-9500

David M. Zolt

CFP®, EA

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Westlake Advisors

12900 Lake Ave, Apt 1809
Lakewood, OH 44107-1557
(216) 228-7864

Adam T. Hill

CFP®

CEO/President

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

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

Maxwell Financial Management

6530 W Campus Oval, Ste 320
New Albany, OH 43054
(614) 431-4345

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

Christopher O. Olsgard

CFP®

Partner

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

Joseph S. Messinger

CFP®, ChFC, CLU

Partner & Director of College Planning

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Capstone Wealth Partners, Ltd.

6037 Frantz Road, Ste 104
Dublin, OH 43017
(614) 754-7805
CONNECT WITH Joseph
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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 & Cozad, LLC.

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

Jeffrey R. Foster

CFP®

Partner

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

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

Retirement Strategies, Ltd.

5060 Parkcenter Ave, Suite A
Dublin, OH 43017
(614) 799-8668

Mark D. Beaver

CFP®

Senior 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.

Keeler & Nadler Family Wealth

565 Metro Place South, Suite 280
Dublin, OH 43017
(614) 791-4123
CONNECT WITH Mark
  • facebook link
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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

6000 Venture Drive
Dublin, OH 43017
(614) 469-4685

Joshua Levine

CFP®

Owner / Founder

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Firefly Wealth Management

1468 West 9th Street, Suite 100
Cleveland, OH 44113
(877) 753-2449
CONNECT WITH Joshua
  • linkedin link

Shon P. Anderson

CFP®, CFA

President & Chief Wealth Strategist

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

Alexander Rupert

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Sequoia Financial Group

3500 Embassy Parkway, Suite 100
Akron, OH 44333
(330) 255-4352

Jason Codrea

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Codrea Financial Services

141 West Schrock Road
Westerville, OH 43081
(614) 452-8185

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

Nick Fisher

CFP®

Financial Advisor

Specialties:

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Hamilton Capital

5025 Arlington Centre Blvd
Columbus, OH 43220
(614) 273-1000

Kimberly A. Spisak

CFP®

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

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

Aspire Investment Management

1991 Crocker Road Ste. 400
Westlake, OH 44145
(440) 925-3042
CONNECT WITH Kimberly
  • linkedin link

Jason Ramage

CFP®

Financial Advisor/Paraplanner

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

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

TouchPoint Wealth Partners

4605 E Galbraith Rd, Ste 200
Cincinnati, OH 45236-2888
(513) 898-9100
CONNECT WITH Jason
  • linkedin link

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

Philip Patten

CFP®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

3805 Edwards Rd, Ste 200
Cincinnati, OH 45209-1939

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

Neal E. Watson

CFP®

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.

Fleming Watson Financial Adviosrs, LLC

PO Box 2160, 512 3rd St.
Marietta, OH 45750
(740) 373-4877

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