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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 #102
Westlake, OH 44145
(440) 235-2100
CONNECT WITH Michael
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Keith A. Heichel

CFP®, ChFC

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Pinnacle Advisors

1684 MEDINA RD. SUITE 100
Medina, OH 44256
(419) 526-5226

Stephen B. Hess

CFP®

Managing Partner

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

Kevin J. Walsh

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

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

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

Ellis D. Hummel

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Bahl & Gaynor Investment Counsel

255 E 5th St, Ste 2700
Cincinnati, OH 45202
(513) 618-4041

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

David D. Wilder

CFP®, MST, CTFA, AIF

Chief Investment Officer & Senior Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Total Wealth Planning

4665 Cornell Rd, Suite 160
CINCINNATI, OH 45227
(513) 984-6696

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

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

Jennifer Bush

CFP®

Senior Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Intentional Wealth Partners

7017 Pearl Rd. #12
Cleveland, OH 44130
216-503-7593 x 106

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

Pamela Sandy

CFP®

Founder, CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Asset...More

Financial Advisor serving Ohio and the surrounding communities.

CONFIANCE, LLC

600 Superior Ave E, Ste 1300
Cleveland, OH 44114
(866) 987-8781
(866) 987-8781

Anthony Pallotta

CFP®, CPA

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

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

GPS Financial Group, LLC

37307 Harvest Ave
Avon, OH 44011-2803
(440) 934-7004

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

David A. Smith

CFP® MSFS AIF®

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

Financial Advisor serving Ohio and the surrounding communities.

Smith, Moses & Cozad, LLC.

2149 N Fairfield Rd
Beavercreek, OH 45431
(888) 291-9992
(937) 431-8010

Tracy Green

CFP®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Wealth Architechs

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

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

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

Monica L. Dwyer

CFP®, CDFA®

SVP, 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 Advisors

8840 Cincinnati-Dayton Rd
West Chester, OH 45069
(800) 360-0329
(513) 779-3030
CONNECT WITH Monica
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Charles D. Vaughan

CFP®, CRPC, AWMA

Mr

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

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

5536 E Galbraith Rd, Apt 24
Cincinnati, OH 45236-2844
(888) 350-9517

Ryan E. Mills

CFP®, CRPS®, MBA

President, GIG

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

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

The Granville Investment Group, LLC

1919 Lancaster Rd, Suite A
Granville, OH 43023
(740) 587-3975
(740) 587-3975
CONNECT WITH Ryan
  • facebook link
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  • linkedin link

Chad Baxter

CFP®, ChFC®, AWMA®

Advanced Planning Specialist

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Credent Wealth Management

4555 Lake Forest Dr, Ste 160
Blue Ash, OH 45242
(513) 381-0001
CONNECT WITH Chad
  • linkedin link

David Rothstein

CFP®, CPWA®

Private Wealth Advisor

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

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

Amberstone Wealth

530 W Spring St, STE 150
Columbus, OH 43215
(614) 621-2639
CONNECT WITH David
  • facebook link
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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

Dean Schuler

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Schuler Wealth Planning

1900 Polaris Pkwy, Ste 450
Columbus, OH 43240-4064
(614) 454-1768

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
(440) 238-9520

John B. Dexter

CFP®

Senior Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Trinity Wealth Management

7607 Nordan Dr
West Chester, OH 45069
(513) 779-8224