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Thomas J. D'Amico

CFP®, ChFC

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

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

PRUDENTIAL Financial Services

1377 E Stroop Rd, Ste 312
Kettering, OH 45429
(937) 723-8772

Gregory P. Fasig

CFA, CFP®

Director

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Aspiriant, LLC

201 E. 5th St., Ste 1430
Cincinnati, OH 45202
(513) 824-3100
CONNECT WITH Gregory
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Marc E. Henn

CFP®

President

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Harvest Financial Advisors, LLC

8840 Cincinnati Dayton Rd
West Chester, OH 45069
(800) 361-0329
(513) 779-3030

Chris White

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

1 Swallowfield
Terrace Park, OH 45174
(866) 618-2651 x25550
(513) 265-8100

Janet C. Steinke

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Waverly Advisors, LLC

998 East Ridge Dr, Suite J
Lebanon, OH 45036
(937) 446-6111

David M. Dalton

CFP®, JD, MBA

Financial Planner

Specialties: Asset Allocation, Estate Planning, Retirement, Long-term Care

Financial Advisor serving Ohio and the surrounding communities.

Dalton Wealth Management

7237 Cinicinnati Dayton Rd, Ste 203
West Chester, OH 45069
(513) 644-2572

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

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

Jonathan D. Torrens

CFP®

President and Chief Investment Officer

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

TCM Wealth Advisors

66 South Miller Road, Suite 202
Fairlawn, OH 44333
(888) 220-7374
(330) 836-7000
CONNECT WITH Jonathan
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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

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

Mary A. Davenport-Yant

CFP®, ChFC®, CLU®,

CERTIFIED FINANCIAL PLANNER practitioner

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

Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial Mary Davenport-Yant

1234 Ridgewood Dr., Suite B
Bowling Green, OH 43402
(877) 354-6179
(419) 354-6179

Kara Downing

CFP®

Co-Founder & Senior 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.

Endeavor Wealth Advisors

29525 Chagrin Blvd, Ste 300
Beachwood, OH 44122-4601
(216) 373-0808
CONNECT WITH Kara
  • linkedin link

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

Adam T. Hill

CFP®

CEO/President

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

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

Maxwell Financial Management

6530 W Campus Oval, Ste 320
New Albany, OH 43054
(614) 431-4345

Daniel Roe

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

Corient

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

Garry P. Kohn

CFP®

President/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.

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blvd, Ste 350
West Chester, OH 45069
(513) 563-3508
CONNECT WITH Garry
  • linkedin link

Joseph S. Messinger

CFP®, ChFC, CLU

Partner & Director of College Planning

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Capstone Wealth Partners, Ltd.

6037 Frantz Road, Ste 104
Dublin, OH 43017
(614) 754-7805
CONNECT WITH Joseph
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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

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

Michael Jarrold-Grapes

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

Jennifer S. Henderson

MBA, CFP®

Chief Operating Officer

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

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Pinnacle Wealth Planning Services, Inc

6 West Third Street, Suite 100
Mansfield, OH 44902
(419) 526-5226
CONNECT WITH Jennifer
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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

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

Monica L. Dwyer

CFP®

VP, 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
  • linkedin link

James C. Sexton, III

CFP®

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.

Western Reserve Capital Management

102 First Street, Suite 208
Hudson, OH 44236
(330) 655-1543

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

Briana Oltmann

CFP®

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

Financial Advisor serving Ohio and the surrounding communities.

27 E Coshocton St
Johnstown, OH 43031-1056
(740) 967-7999
CONNECT WITH Briana
  • linkedin link

Devon Henry

CFP®

Client Advisor

Specialties:

Fee Only Financial Advisor serving Ohio and the surrounding communities.

First Commonwealth Bank

1932 Suffolk Rd
Columbus, OH 43221-4216
(740) 548-3591

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
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