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Molly Bernet Balunek

CFP®

Co-Founder

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Endeavor Wealth Advisors, LLC

29525 Chagrin Blvd., Suite 300
Cleveland, OH 44122
(216) 373-0808
CONNECT WITH Molly
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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

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

Mark David Van Drunen

CFP®, MS

Managing Director & Senior Wealth Advisor

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

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

MAI Capital Management, LLC

6500 Oak Tree Blvd, Ste 500
Independence, OH 44141
(216) 920-4863
CONNECT WITH Mark
  • linkedin link

Steven P. McCann

CFP®

Director of Financial Planning

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

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

Hudson Financial Advisors

10034 Wellman Rd.
Streetsboro, OH 44241
(330) 342-1157

Barry P. Shelley

CFP®,CLU®,ChFC®,CKA®

Private Wealth Advisor

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

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

9100 Centre Pointe Dr, Suite 180
West Chester, OH 45069-3885
(877) 774-1384
(513) 642-2503

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

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

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

Barbara J. Luczkowski

CFP®

Pres. Principal

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

Commission Financial Advisor serving Ohio and the surrounding communities.

Luczkowski Agency Nationwide Financial

8045 Mayfield Rd
Chesterland, OH 44026
(866) 295-9151
(440) 729-4042

Robert Karras

CFP®, CLU, ChFC

CEO, Managing Member

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

Financial Advisor serving Ohio and the surrounding communities.

R. Karras, Asset Management & Planning, LLC

6050 Oak Tree Blvd., Ste 500
Independence, OH 44131-6827
(216) 920-5144

Austin J. Linden, III

CFP®, ChFC, CLU

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

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

Financial Management Strategies, Inc.

9200 South Hills Blvd, Suite 310
Broadview Hts., OH 44147
(330) 659-2949

John R. Deitrick

CFP®

Chief Vision Officer

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.

Advanced Retirement Design, LLC.

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

Elizabeth Scheiderer

CFP®

Financial Advisor

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Signal Tree Financial Partners

840 Rothrock Road, Suite 201
Copley, OH 44321
(330) 590-5976

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

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

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

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

Mike Kelly

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.

Kelly Financial Planning

9435 Waterstone Boulevard, Suite 140
Cincinnati, OH 45249
(513) 379-2527
CONNECT WITH Mike
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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

David Alan Wiedmeyer, Jr.

CFP®, CPFA

Financial Planner

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

KLD Wealth Management LLC

706 Deerfield Rd
Lebanon, OH 45036
(937) 974-7212
CONNECT WITH David
  • linkedin link

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.

Wrought Iron Financial LLC

919 Cherry St E, Suite #202
Canal Fulton, OH 44614
(800) 457-4304
(330) 258-2548

Daniel Johnson

CFP®

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Forward Thinking Wealth Management

1700 W. Market Street #192, #192
Akron, OH 44313
(330) 835-6205
CONNECT WITH Daniel
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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

Nick A. Burson

CFP®

Financial Planner

Specialties:

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

LINCOLN DOUGLAS INVESTMENTS LLC

135 S Main St
Mount Vernon, OH 43050-7540
(740) 398-0747

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

Kevin George

CFP®

Regional Director

Specialties: Comprehensive Financial Planning

Financial Advisor serving Ohio and the surrounding communities.

Prudential

9078 Union Centre Blvd, Ste 350
West Chester, OH 45069-4992
CONNECT WITH Kevin
  • linkedin link