What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Dayton, OH area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Dayton, OH Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Brian Tegtmeyer
CFP®
Truly Prosper Financial Planning LLC
Dublin, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Financial Life Planning for Individuals Over 50. For a flat fee, we provide retirement planning + investment management + tax planning. We have offices in Dayton, OH, and Dublin, OH, serving clients locally and across the country.
Sayre Payne
JD, CFP®
Birchcreek Wealth Management
Miami Township, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Workplace Retirement Plan 401k Advisory Services
We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.
Dan Johnson
CFP®
Birchcreek Wealth Management
Miami Township, OH
Specialties: Comprehensive Financial Planning, Preparing for retirement , Investment Management, Selling a business , Saving toward education for children or grandchildren , Inheriting family assets , Caring for aging parents , Going through a family transition such as birth, marriage, or divorce
We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.
Douglas Kinsey
CFP®, CIMA®, AIFA®
Artifex Financial Group
Dayton, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investments
Fee-Only Financial Advisor serving the state of Ohio.
Shehara Wooten
CFP®
Your Story Financial, LLC
Dayton, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Yes! You Can Change Your Financial Story – At any Stage! Virtual Fee-Only financial planner serving clients across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
