Fee-Only Financial Planners in:
Ohio

These Ohio Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Ohio Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Carol Hoffman, MBA, RFC, CFP®
Clear Perspectives Financial Planning
Cincinnati OH
Fee-Only Financial Planner with clients cross the United States and many other countries globally.
Donald Purtill, CPA, PFS, MBA
Purtill Financial LLC
Highland Heights Oh, Fort Myers Beach FL, Cleveland OH
Fee-Only Financial Advisor serving Cleveland and the entire Northeast and North Central Ohio areas. Also serving Southwest Florida areas
Dan Johnson, CFP®
Forward Thinking Wealth Management
Akron OH
Fee-Only Financial Planner located in Akron, OH and serving clients across the country
Michael Brady, CFP®, MBA
Michael Brady & Co., LLC
Westlake OH
Fee-Only Financial Advisor serving Northeast Ohio
Robert Reed, CFP®, PhD
Partnership Financial LLC
Columbus OH
Fee Only Financial Planner Located in Columbus, OH and Serving Clients Nationwide
Phil Ratcliff, CFP®, CLU®, ChFC®
rebel Financial
Gahanna OH, Columbus OH
Fee-Only Financial Planner Serving the Columbus, OH area
Carol Friedhoff, CFP®
Savvy Outcomes
Tucson AZ, Dublin OH, Avon OH
Fee Only Financial Planner Located in Tucson, AZ and Dublin, OH
Justin Rush, CFP®
JGR Financial Solutions, LLC
North Canton OH, Canton OH, Alliance OH, Akron OH, Louisville OH, Hartville OH, Uniontown OH, Minerva OH, Carrollton OH, Youngstown OH
Fee Only Financial Planner Located in North Canton, OH and Serving Clients Locally and Across the Country.
David Wilder, CFP®, CTFA, MST, CEPA, AIF®
Total Wealth Planning
Cincinnati OH, Chicago IL, Naperville IL
Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide
Krista Cavalieri, CFP®
Evolve Capital, LLC
Worthington OH, Columbus OH
Fee-Only Financial Planner located in Columbus, OH and serving clients across the country
Adam Koos, CFP®
Libertas Wealth Management Group, Inc.
Columbus OH, Columbus OH
Fee-Only Financial Planner located near Columbus, OH and serving clients across the country
Scott Haley, CFP®, CDFA™, EA
Prelude Financial, LLC
Wadsworth OH, Akron OH
Fee-Only Financial Planner located in Wadsworth, OH (Akron area) and serving clients across the country
Danielle Seurkamp, MS, MPAS®, FBS, CFP®
The Asset Advisory Group
Cincinnati OH
Fee-Only Financial Planner serving the Cincinnati, OH area.
Scott Snow, CFP®, CPA, CIMA®
Scott Snow (financial advisors) LLC
Westlake OH, Cleveland OH
Fee-Only Financial Planner Serving Cleveland and Northeast Ohio
Jeffrey Daniher, CFP®, CLU®, CTFA, AEP
Ritter Daniher Financial Advisory
Cincinnati OH
Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide
Timothy Grout, CFP®, MBA
Clear Perspectives Financial Planning, LLC
Cincinnati OH
Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide
Susan Pack
Pomeroy Financial Planning
Cincinnati OH
Fee-Only Financial Planner serving the Cincinnati, OH area.
Trace Tisler, CFP®
Epic Financial
Hudson OH, Akron OH, Aurora OH, Chagrin Falls OH, Cuyahoga Falls OH, Streetsboro OH
Fee-Only Financial Planner located in Hudson, OH and serving the entire northeast Ohio region and clients across the country
John Ritter, CFP®, CFS
Ritter Daniher Financial Advisory, LLC
Cincinnati OH
Fee-Only Financial Advisor serving the Cincinnati, OH area.
Cameron Brady, CFP®
Michael Brady & Co., LLC
Westlake OH
Fee-Only Financial Planner serving the greater Cleveland area.
Paul Dolce, CFP®, MBA
Financial Solutions, LLC
Dublin OH, Columbus OH
Fee-Only Financial Advisor serving the entire Dublin and Columbus, OH area.
Robert Lemmons, CFP®, CPA, AIF®, CEPA
Total Wealth Planning
Cincinnati OH
Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide
Bruce Berno, CFP®
Berno Financial Management, Inc.
Cincinnati OH
Fee-Only Financial Advisor serving Cincinnati, OH area.
Chris Cooper, CFP®
Chris Cooper & Company
Toledo OH, San Diego CA
Fee-Only Financial Planner with Offices in Toledo, OH and San Diego, CA
Robert Gerstemeier, CFP®, EA, MBA
Gerstemeier Financial Group
Lisle IL, Loveland OH, Chicago IL, Cincinnati OH
Fee Only Financial Planner Located in Lisle, IL and Serving Clients Nationwide
Douglas Kinsey, CFP®, CIMA®, AIFA®
Artifex Financial Group
Dayton OH, Cincinnati OH, Columbus OH, Cleveland OH, Maumee OH
Fee-Only Financial Advisor serving the state of Ohio.
Jim Davis, CFP®, EA
Partnership Financial LLC
Columbus OH
Fee Only Financial Planner Located in Columbus, OH and Serving Clients Nationwide
Brent Dickerson, CFP® EA
Trinity Wealth Management
Beachwood OH, Painesville OH, Mentor OH, Amarillo TX, Cleveland OH, Lubbock TX
Fee-Only Financial Planner Based in Painesville, Ohio and Serving Clients Throughout the Northeast Ohio Region. We also Serve Clients in Lubbock, Texas and the West Texas Region.
Adam Zuercher, CFP®, CPA
Hixon Zuercher Capital Management
Findlay OH
Fee-Only Financial Planner serving the Findlay, OH area.
Scott Snider, CRPC®, CFP®
Mellen Money Management LLC
Ponte Vedra Beach FL, Columbus OH, Jacksonville FL, Columbus OH
Fee-Only Financial Planner with offices in Jacksonville, FL and Columbus, OH serving clients across the country regardless of location.
Ryan Weiser, CFP®, ChFC®, CLU®, CDFA®
Weiser Financial Planning LLC
Lewis Center OH, Columbus OH, Delaware OH
Fee-Only Financial Planner serving clients nationwide through online virtual meetings
Allen Osgood Jr., CFP®
Financial Freedom, LLC
York ME, Cincinnati OH, Beavercreek OH, Malvern PA, Sarasota FL
Providing Fee-Only Wealth Management Services
Kristen Moosmiller, CFP®
Partnership Financial LLC
Columbus OH
Fee Only Financial Planner Located in Columbus, OH and Serving Clients Nationwide
Chris Hansen, CFP®
Personal Choice Financial Advisors
Cincinnati OH
Fee-Only Financial Planner serving the needs of Procter & Gamble employees and retirees, and medical professionals across the country.
Christina Povenmire, CFP®, MBA
CMP Financial Planning
Columbus OH
Fee-Only Financial Planner serving the Columbus, OH area.
Timothy Swain - Summit Financial Strategies, Inc. - Columbus OH
Michael Chasnoff, CFP® - Truepoint, Inc. - Cincinnati OH
David Zolt - Westlake Advisors, LLC - Westlake OH
Wendy Trout - Summit Financial Strategies, Inc. - Columbus OH
Shawn Ballinger - Budros, Ruhlin & Roe, Inc. - Columbus OH
Mark Coffey, JD, CFP® - Summit Financial Strategies - Columbus OH
Matthew Kovalcik, CFP® - Kovalcik and Geraghty Wealth Partners - Upper Arlington OH, Bluffton SC
Bryan Glancy - Spinnaker Financial Group, LLC - Independence OH
Kenneth Robinson, CFP®, JD - Practical Financial Planning - Cleveland OH
Jo Anne Paynter, CFP® - Partnership Financial LLC - Grove City OH, Columbus OH
Stephen Lukan - John E. Sestina and Company - Columbus OH
Matt Will - Hawthorn Financial Group - Dayton OH
Daniel Due - Budros, Ruhlin & Roe - Columbus OH
Tim Hamilton, CFP®, ChFC®, MBA - FinancialFamilies - Pickerington OH
Andrew Damcevski, CFP® - RhineVest - Cincinnati OH
Isaiah Stidham - Budros, Ruhlin & Roe, Inc. - Columbus OH
Randy Gantt - Artifex Financial Group, LLC - Cincinnati OH
Anne Lame Megerle - Lenox Wealth Management - Cincinnati OH
Lucas Hail, CFP®, MBA - Foster & Motley, Inc. - Cincinnati OH
Ryan Bayonnet, CFP®, EA - Hyland Financial Planning - Akron OH
Joshua Styrcula, CFP®, CIMA® - AdvicePeriod - Mason OH
Joseph Reardon - Summit Financial Strategies, Inc. - Columbus OH
William Leuby, CFP®, CPA, JD - Hamilton Capital Management, Inc. - Columbus OH
Ronda Koehler, CFP® - Ritter Daniher Financial Advisory, LLC - Cincinnati OH
Douglas Lynch - Lynch Financial Group LLC - Dublin OH
Dan Hypes - LifePlan Financial Group, Inc. - Dayton OH
Lori Embrey, CFP® - Hamilton Capital Management, Inc. - Columbus OH
John Sestina, CFP®, ChFC® - John E. Sestina and Company - Columbus OH
Harlan Storey, CFP®, JD - Storey & Associates - North Canton OH
Thresa Alexander, CFP®, MSFP - Alexander Financial Planning, Inc. - Grandview Hts. OH
David Foster, CFP®, CPA - Foster & Motley, Inc. - Cincinnati OH
Mario Giganti - Cornerstone Capital Advisors - Uniontown OH
Sana Haque - Gianola Financial Planning - Columbus OH
Debbie Price, CFP®, CPA, JD - Price Planning, LLC - Powell OH
Andrew Kerns, CFP®, RTRP - Accountable Financial Planning LLC - Bellefontaine OH, Westerville OH
Donna Ellis - Berno Financial Management, Inc. - Cincinnati OH
Roger Southward, CFP®, BA, MPA - Southward Financial Services LLC - Pickerington OH
Brock Dexter - Trinity Wealth Management, LLC - Loveland OH
Jill Gianola - Gianola Financial Planning - Columbus OH, Springfield OH
Barb Camaglia, CFP®, CPA - Legacy Financial Advisors - Beachwood OH
Eric Ross, CFP - Sequoia Wealth Counsel - Cincinnati OH
Leandra Schindler - Flowering Financial - Akron OH
Samantha Macchia - Summit Financial Strategies, Inc. - Columbus OH
John Discepoli, CPA/PFS - Discepoli Financial Planning, LLC - Cincinnati OH
Jason Burkholder - New Legacy Financial Group, LLC - Wooster OH
Brian Sutliff, CFP®, ChFC®, CDFA® - Summit Financial Strategies, Inc. - Columbus OH
Jim McMahon, CFP®, MBA - Forerunner Financial Planning - Sylvania OH
Elizabeth Caldwell, CFP®, MA - Welsh Hills Financial - Newark OH
Peggy Ruhlin - Budros, Ruhlin & Roe, Inc. - Columbus OH
Robert Grossheim, CFP®, MBA - Family Wealth Advisory Group - Cincinnati OH
Tyrone Phillippi - LifePlan Financial Group, Inc. - Dayton OH
Michael Purtill - Purtill Financial LLC - Highland Heights OH
Matthew Jentner, CPA, CFP® - Jentner Wealth Management - Akron OH
Clare Fazackerley, AFC, CFP®, CPA - 1TaxFinancial - Cincinnati OH
Gregory Busch - Ritter Daniher Financial Advisory, LLC - Cincinnati OH
Anthony Jones - rebel Financial LLC - Gahanna OH
James Budros - Budros, Ruhlin & Roe, Inc. - Columbus OH
Joseph Baumann, CFP® - Cambridge Financial & Tax Advisors, LLC - Columbus OH
Christopher McLaren - Conscious Life Planning - Cincinnati OH
Tyler Cook - John E. Sestina and Company - Columbus OH
Heather Swob - Truepoint Wealth Counsel, LLC - Blue Ash OH
Anthony Kure, CFP® - Johnson Investment Counsel - Brecksville OH
Ted Saneholtz - Summit Financial Strategies, Inc. - Columbus OH
Michael Scherer, CFP® - Summit Financial Strategies, Inc. - Columbus OH
Kathy Blain - Berno Financial Management, Inc. - Cincinnati OH