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Dominic Monk

CFP®

Financial Advisor

Specialties:

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

Baird

4215 Worth Ave, Ste 200
Columbus, OH 43219-1546
(614) 629-6929

Dennis O. Linn

CFP®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

480 W Dussel Dr, Ste 145
Maumee, OH 43537-1416

Susan E. Pack

CPA/PFS, CFP®, CKA®

Managing Principal

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Pomeroy Financial Planning, LLC

7850 5 Mile Rd
Cincinnati, OH 45230-2356

Pomeroy Financial Planning, LLC

Anderson Township
Cincinnati, OH 45255
(513) 802-8898

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

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

Neal G. Schulte

CPA PFS/CFP®

Principle

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

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

Schulte Financial Group, LLC

4755 Cornell Rd
Cincinnati, OH 45241
(800) 326-7610
(513) 489-4995

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

Joseph C. Hack

CFP®

Vice President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Madison Wealth Management

7755 Montgomery Rd, Ste 350
Cincinnati, OH 45236-4197
(513) 871-4555

Matthew J. Stewart

CFP®, ChFC®

President/Wealth Advisor

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.

Forestview Financial Partners, LLC

1967 Forestview Ln
Delaware, OH 43015
(614) 954-1154
CONNECT WITH Matthew
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Samantha A. Macchia

CFP®, ChFC

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Summit Financial Strategies, Inc.

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

Everard B. Corcoran

CFP®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Corcoran Financial Planning

7441 Center St
Mentor, OH 44060-5803
(888) 434-0027
(440) 534-1875

Kevin M. Doll

MS, CFP®

Wealth Manager

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

PDS Planning, Inc.

475 Metro Place South, Suite 460
Dublin, OH 43017
(614) 481-8449
CONNECT WITH Kevin
  • linkedin link

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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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

Garry P. Kohn

CFP®

President

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

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

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blvd, Ste 350
West Chester, OH 45069
(513) 563-3469
CONNECT WITH Garry
  • linkedin link

William C. Kay

CFP®, AAMS®

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.

Edward Jones

7504 Slate Ridge Blvd
Reynoldsburg, OH 43068
(614) 856-0856
CONNECT WITH William
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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

5567 Whispering Ridge Dr
Galena, OH 43021-8050
(330) 554-3454

Jay A. Buckingham

CFP®

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving Ohio and the surrounding communities.

Buckingham Financial Group, Inc.

6856 Loop Rd
Dayton, OH 45459-2159
(937) 435-2742

Martin Christopher Cooper

MSFS,CFP®,EA

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Chris Cooper & Company, Inc.

5555 Airport Highway, Suite 115
Toledo, OH 43615
(800) 352-7674
(419) 868-8000

Barry Jamieson

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

CMP Financial Planning

69 Highmeadows Circle
Powell, OH 43065
(740) 815-3969

William I. Russo

CFP®

Owner

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

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

Securus Financial Strategies

30195 Chagrin Blvd, Ste 360
Pepper Pike, OH 44124
(216) 370-7887

Robert A. Valente

CFP®, AEP

Managing Member

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Robert Valente Consulting LLC

3855 Tradewinds Circle
Pepper Pike, OH 44124
(216) 406-1036

Charles D. Vaughan

CFP®, CRPC, AWMA

Chief Retirement Strategist

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

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

Harbour Financial/THE RETIREMENT SOURCE®

8160 Corporate Park Drive, Suite 350
Cincinnati, OH 45242
(888) 350-9517
(513) 791-8899

Chad Baxter

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Clarify Wealth Management

50 E Business Way
Cincinnati, OH 45241
(513) 381-0001
CONNECT WITH Chad
  • linkedin link

Melvyn E. Wicks

CFP®, ChFC, CLU

President

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

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

Independent Retirement Solutions, LLC

480 W. Dussel Dr., Suite 145
Maumee, OH 43537
4198658579

Mike Kelly

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Kelly Financial Planning

9435 Waterstone Boulevard, Suite 140
Cincinnati, OH 45249
(513) 379-2527
CONNECT WITH Mike
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Daniel M. Amiot, II

CFP®, AIFA®

Financial Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Advance Capital Management Inc

5005 Rockside Rd, Suite #860
Independence, OH 44131
(800) 457-4304
216.520.1437

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
  • linkedin link

Brent Dube

CFP®

Financial Advisor

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

4404 Buckeye Lane, Suite 240
Beavercreek, OH 45440
(937) 458-0220
CONNECT WITH Brent
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