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Kenneth Klabunde

MSFP, CFP®, CDFA®

Founding Principal

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Precedent Financial Strategies

11 Garfield Place
Cincinnati, OH 45202

Precedent Financial Strategies

9000 Keystone Crossing
Indianapolis, IN 46240
(800) 264-9908
(800) 264-9908
CONNECT WITH Kenneth
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Richard J. Martin

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Bluestone Wealth Partners

7650 Rivers Edge Dr
Columbus, OH 43235
(614) 431-4342

John C. Girvin

CFP® EA

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Fiduciary Wealth Group

6784 Loop Rd, Ste 208
Dayton, OH 45459
(937) 902-8837

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

Neil T. Gartner

CFP®, MBA

Principal

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.

Gartner Financial Advisors

9394 Kentons Run Ct
Loveland, OH 45140-8914
(513) 620-6598

Candace L. DeLuca

M.S., CFP®, AAMS®

Wealth Management Advisor

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 Services, LLC

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

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

Thomas P. Shortreed

MBA, CFP®, CRPC, BFA

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Mutual...More

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

Ameriprise Financial Services, LLC

3378 State Route 5
Cortland, OH 44410
(330) 638-5525

Timothy A. Grout

CFP®, MBA

Principal

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

The Mather Group

10300 Alliance Rd, Ste 460
Cincinnati, OH 45242
(513) 469-8400

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

Kristen E. Moosmiller

CFP®

Founder, Managing Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

NorthAvenue LLC

4400 North High St, Ste 201
Columbus, OH 43214
(614) 210-3948 ext. 101

John R. Deitrick

CFP®

Chief Vision Officer

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

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

Advanced Retirement Design, LLC.

7263 Sawmill Rd, Suite 150
Dublin, OH 43016
(866) 319-6902
(614) 602-6506

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.

Waddell & Reed, Inc.

8050 Beckett Center Drive, Suite 303
West Chester, OH 45069
(513) 253-0780

Marissa G. Beyer

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

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

Fidato Wealth

7530 Lucerne Drive, Suite 400
Middleburg Heights, OH 44130
(440) 732-2498

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

Frazier Financial, 1690 W Lane Ave
Columbus, OH 43221-3922
(614) 793-8297

Isao L. Shoji

CFP®, CLTC

Managing Partner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

TSG Advice Partners

349 W. Nationwide Blvd.
Columbus, OH 43215
(614) 697-2750

Jimmy Rogers

CFP®, ChFC

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

PDS Planning, Inc.

475 Metro Pl S, Suite 460
Dublin, OH 43017
(614) 481-8449

Tracy Green

CFP®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Wealth Architechs

38 Fountain Square Plaza
Cincinnati, OH 45202
(513) 232-2844

W. Phil Ratcliff

AIF®,CFP®,ChFC®,CLU®

President

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.

rebel Financial

5940 Clyde Moore Dr
Groveport, OH 43125
(877) 54-rebel
(614) 441-9605
CONNECT WITH W. Phil
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Douglas Lynch

CFP®, CFA, CPA

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Lynch Financial Group

5880 Sawmill Rd
Dublin, OH 43017
(614) 791-8884
CONNECT WITH Douglas
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David W. Demming, Sr.

CFP®

President

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

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

Demming Financial Services Corp.

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

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

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

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

Justin Steven Seidenwand

CFP®

Associate Financial Planner

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

Financial Advisor serving Ohio and the surrounding communities.

Fullen Financial Group

3720 N High St
Columbus, OH 43214-3523
(216) 299-5486
CONNECT WITH Justin
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Jake Smail

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

13 New Hudson Road
Aurora, OH 44202
(330) 562-2122
CONNECT WITH Jake
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Josh Gallogly

CFP®, EA

Managing Member and Founder, CERTIFIED FINANCIAL PLANNERâ„¢

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Milestones Financial, LLC

970 Northwest Blvd
Columbus, OH 43212-3845
(614) 349-1095

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

John S. Evans

CPA, CFP®

Principal

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Truepoint Wealth Counsel

9999 Carver RD Ste 200, Ste 200
Blue Ash, OH 45242-5583
(513) 792-6648