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David Stone

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Personal Financial Advisors, Inc.

70 E Columbus St
Pickerington, OH 43147
(614) 837-7000
CONNECT WITH David
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Andrew Keeler

CFP®

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

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

Keeler & Nadler Family Wealth

485 Metro Place South, Suite 100
Dublin, OH 43017
(614) 791-4123

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

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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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

Jeffrey D. Smith

CFP®

Financial Planner

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

Financial Advisor serving Ohio and the surrounding communities.

Key Private Bank

88 E Broad St
Columbus, OH 43215
(614) 460-3453

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

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

Aaron Armstrong

CFP®, CFA

Senior Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Budros, Ruhlin & Roe, Inc

1801 Watermark Dr, Ste 300
Columbus, OH 43215-7088
(614) 481-6900

Jason Eliason

CFP®, ChFC®, CFA®

Partner

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

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

Kevin Kroskey

CFP®, MBA

President

Specialties: Comprehensive Financial Planning, Business Taxes, Investment Management, Retirement,...More

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

True Wealth Design

700 Ghent Rd., Suite 100
Akron, OH 44333
(330) 777-0688
CONNECT WITH Kevin
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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

John Kopeck

CFP®

Financial Advisor, Vice President

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

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Services, Inc.

5905 E Galbraith Rd, Suite 4200
Cincinnati, OH 45236
(513) 984-9700
CONNECT WITH John
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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

Isao L. Shoji

CFP®, CLTC

Managing Principal

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

Doug Kinsey

CFP®, AIFA®, CIMA®

Partner

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.

Artifex Financial Group

2305 Far Hills Ave, Ste 206
Dayton, OH 45419
(855) 752-6644

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

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 & Company, LLC

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

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

Gary Vawter

CFP®, ChFC®

Owner/President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Vawter Financial, Ltd.

1161 Bethel Rd, Ste 304
Columbus, OH 43220
(800) 955-1575
(614) 451-1002
CONNECT WITH Gary
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Shon P. Anderson

CFP®, CFA

President & Chief Wealth Strategist

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

Luke Salcone

CFP®

Financial Advisor

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.

Summit Financial Strategies

7965 N High St, Ste 350
Columbus, OH 43235
(614) 885-1115

Russell L. Finney

CFP®

CFP

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, Suite B
West Chester, OH 45069
(513) 942-7000

Dayne L. Wendling

CFP®, MSFS

VP Investments

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Pinnacle Wealth Planning Services, Inc.

1684 Medina Rd., Suite 100
Medina, OH 44256
(800) 987-4767
(419) 526-5226

Bruce A. Jentner

CFP®

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Jentner Wealth Management

3677 Embassy Parkway
Akron, OH 44333
1-866-JENTNER
(330) 668-1000

Peggy M. Ruhlin

CFP®, CPA/PFS

Chair of Board of Directors

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Budros, Ruhlin & Roe, Inc.

1801 Watermark Dr, Ste 300
Columbus, OH 43215-7088
(800) 481-6910
(614) 481-6900