Fee-Only Financial Planners in Ohio

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Ohio:

Neil Gartner

CFP®, MBA

Gartner Financial Advisors

Loveland, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Flat fee financial planner located in Loveland, OH, serving clients locally and nationally.

James Evans

CFP®, QPA, QKA®, ChSNC®

TTG Financial Inc

Canton, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, 401k Administration

Fee-Only financial planner located in Canton, OH, serving clients locally and across the country

Lori Eisel

MS, CFP®, EA, CDFA®

Arcadia Financial Partners, LLC

Pickerington, OH

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management

Conflict free, fee-only, flat fee and hourly financial planning and investment advice. Located in Pickerington, OH. Serving clients locally and across the country.

Allen A. Osgood

CFP®, MBA

Financial Freedom

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fiduciary wealth management professionals with offices in PA, OH, FL, and ME

Rob Bartlett

CFP®

Clear Perspectives Financial Planning, LLC

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country

Britta Koepf

CFP®, ChSNC®

Tranquil Path Financial Planning

Independence, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax Planning

Fee-Only financial planner in Cleveland, OH serving clients locally and across the country.

Robert Gerstemeier

CFP®, EA, MBA

Gerstemeier Financial Group

Loveland, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner with offices in Oak Brook, IL and Cincinnati, OH.

Janice Cackowski

CFP®

Centry Financial Advisors, LLC

Willoughby, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management

Fee-Only financial planner located in Willoughby, Ohio, serving clients virtually or in-person, both locally and across the country.

Donald Purtill

CPA, PFS, MBA

Purtill Financial LLC

Highland Heights, OH

Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor team serving Cleveland and the entire Northeast Ohio area. Also serving Southwest Florida.

Danielle Seurkamp

MS, MPAS®, FBS®, CFP®

Well Spent Wealth Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Cash Flow and Saving Strategy, Retirement Income Planning, Tax Planning, Wealth Management, Building Financial Security, P&G Profit Sharing Distribution

Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country

Allen Osgood, Jr.

CFP®, B.S.B.A.

Financial Freedom

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fiduciary wealth management professionals with offices in PA, OH, FL, and ME

Deb Thocker

CRPC®, NSSA®

Clear Perspectives Financial Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country

William Whitaker

CFP®, MSFS

Vawter Financial

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

VF has the depth of knowledge you are looking for with the service you expect. VF is a fee-only financial planning firm located in Columbus, OH, serving clients across the country. We charge a flat fee based on your individual complexity. Come see how we can improve your life!

Phil Ratcliff

AIF®, CFP®, CLU®, ChFC®

rebel Financial

Groveport, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Serving the Columbus, OH area

I can work with clients anywhere!

Chris Kimmet

CFP®, MBA

Steady Climb Financial Planning

Upper Arlington, OH

Specialties: Comprehensive Financial Planning, Student Loan Management, Tax Planning, Investment Management, Retirement Planning, Estate Planning

Fee-Only financial planner serving Physicians and Young Professionals. Located in Upper Arlington, Ohio serving clients locally and across the country

Paul Pfeiffer

CFP®, MBA

NorthPoint Financial Planning

Delaware, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Delaware, OH, serving clients locally and across the country

Dan Johnson

CFP®

Forward Thinking Wealth Management

Akron, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investing, Special Needs Planning

Fee-Only Financial Planner located in Akron, OH and serving clients across the country

Carol A. Hoffman

MBA, CFP®

Clear Perspectives Financial Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash flow planning

Fee-Only Financial Planner with clients aross the United States and many other countries. We can work with you in any location!

Cameron Brady

CFP®

Michael Brady & Co., LLC

Westlake, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security Planning

Fee-Only Financial Planner serving the greater Cleveland area.

Michael Brady

CFP®, MBA

Michael Brady & Co., LLC

Westlake, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving Northeast Ohio

Kristen Moosmiller

CFP®, EA

NorthAvenue Financial Advocates

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

NorthAvenue is a multi-advisor, woman-owned, fee-only financial planning company located in Columbus, OH, serving clients locally and across the country. For a flat fee they provide a holistic one-stop-shop, focusing on investments, tax planning, & preparation.

I can work with clients anywhere!

Leah Hadley

AFC®, CDFA®

Great Lakes Investment Mgmt

Cleveland, OH

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Divorce Financial Planning, College Education Planning

Fee-Only financial planner located in Cleveland, OH, serving clients locally and across the country

Christina Povenmire

CFP®, MBA

CMP Financial Planning

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country

Adam Koos

CFP®, CMT®, CEPA

Libertas Wealth Management Group, Inc.

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located near Columbus, OH and serving clients across the country

I can work with clients anywhere!

Scott Haley

CFP®, CDFA®, EA

Prelude Financial, LLC

Wadsworth, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in Wadsworth, OH (Akron area) and serving clients across the country

Robert Lopez

CFP®

Your Financial Pharmacist

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Phoenix, AZ, serving clients locally and across the country

Daniel Doyle

CFP®

Oak Park Wealth Management

Westlake, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Westlake / Cleveland, OH, serving clients locally and across the country

Ellen Cotter

CFP®, EA, MBA

By Design Wealth Management

Steubenville, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

A Fiduciary, Fee-Only financial planner located in Steubenville, OH, serving clients virtually, both locally and across the country

David Wilder

CFP®, CTFA, MST, AIF®, CEPA

Total Wealth Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

I can work with clients anywhere!

Justin Rush

CFP®

JGR Financial Solutions, LLC

North Canton, OH

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning

Fee Only Financial Planner Located in North Canton, OH and Serving Retirees Locally and Across the Country.

Shawn Ballinger

CFP®

Columbus Street Financial Planning, LLC

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country.

Timothy Grout

CFP®, MBA

Clear Perspectives Financial Planning, LLC

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country

Dan Johnson

CFP®, CPFA®

Birchcreek Wealth Management, LLC

Miami Township, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Miami Township, OH, serving clients locally and across the country

I can work with clients anywhere!

Trace Tisler

CFP®

Epic Financial

Hudson, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning

Fee-Only Financial Planner located in Hudson, OH and serving the entire northeast Ohio region and clients across the country

Teri R. Alexander

CFP®, MSFP, CeFT®

Alexander Financial Planning, Inc.

Grandview Heights, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Living your version of your Best Life

Michael Kelley

CFP®

Cornerstone Wealth Management

Westlake, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

A Fee-Only financial planning firm located in Westlake, OH, specialized in offering ongoing advice to help you worry less about money & get back to living your life

Joel Musser

CFP®

Total Wealth Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

Jim Davis

CFP®, EA

Partnership Financial LLC

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country

Kenneth Robinson

JD, CFP®

Practical Financial Planning

Rocky River, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Holistic. Fiduciary. Fee-Only. Located in Rocky River, Ohio, serving clients locally and across the country

I can work with clients anywhere!

Kenneth Klabunde

MSFP, CFP®, CDFA®

Precedent Financial Strategies

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Tax Planning, Divorce Planning, Retirement Income Planning, Investment Management

Fee-Only Financial Planner serving families in the Indianapolis, IN and Cincinnati, OH areas.

I can work with clients anywhere!

Tim Baker

CFP®, RLP®

Your Financial Pharmacist

New Albany, OH

Specialties: Comprehensive Financial Planning, Student Loan Analysis, Organization & Budgeting, Investment Management, Tax Prep & Planning, College Education Planning

We’re a fee-only financial planning firm dedicated to serving pharmacists who want something better than the status quo.

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.

Scott Snow

CFP®, CPA

Scott Snow (financial advisors) LLC

Westlake, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Serving Cleveland and Northeast Ohio

Tyler Koepf

JD, CPA

M. Thomas Capital Management

Chagrin Falls, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Chagrin Falls, OH, serving clients locally and across the country

David Stone

CFP®

Personal Financial Advisors, Inc.

Pickerington, OH

Specialties: Comprehensive Financial Planning

Fee-Only financial planner located in Pickerington, OH, serving clients locally and across the country

Curtis Bailey

CFP®, CRPC®, EA, CFA®

Quiet Wealth Management

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning & Preparation, Wealth Transfer & Legacy Planning, College Education Planning, Income & Distribution Planning, Charitable Giving

Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country

Milton Fullen

CFP®, CPA, ChFC®, CLU®, CASL®

Fullen Financial Group, Inc.

Columbus, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country

Phillip Bollin

CFP®

Bollin Wealth Management LLC

Perrysburg, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Perrysburg, OH, serving clients locally and across the country

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.

I can work with clients anywhere!

Ryan J. Weiser

CFP®, ChFC®, CLU®, CDFA®, CASL®

Weiser Financial Planning LLC

Lewis Center, OH

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Social Security Optimization, Pension Maximization,

Weiser Financial Planning LLC is an Independent, Fee-Only, Registered Investment Adviser in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management Services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings.

I can work with clients anywhere!

Chris Hansen

CFP®

Personal Choice Financial Advisors

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only Financial Planner serving the needs of Procter & Gamble employees and retirees, and medical professionals across the country.

Erik Baskin

MBA

Baskin Financial Planning

Sugarcreek Township, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Risk Management, Cash Flow and Debt Planning

Fee-Only financial planner located in Dayton, OH serving clients locally and across the country

Robert Lemmons

CFP®, CPA, AIF®, CEPA

Total Wealth Planning

Cincinnati, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.

Ryan Bayonnet

CFP®, MSF

Hyland Financial Planning

Uniontown, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Retirement Distribution Strategies

Fee-Only financial planner located in Green, OH, serving clients locally and across the country.

Todd Pouliot

AIF®

Gateway Financial, LLC

Northfield, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Northfield, OH, serving clients locally and virtually across the country

Doug Lynch

CPA, CFA®, CFP®

Lynch Financial Group LLC

Dublin, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Dublin, OH, serving clients locally and across the country

Adam Zuercher

CPA/PFS, CFP®

Hixon Zuercher Capital Management

Findlay, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Our mission is to provide wealth creation and investment management solutions that enable our clients to achieve financial freedom.

I can work with clients anywhere!

Susan Pack

CPA/PFS, CFP®, CKA®

Pomeroy Financial Planning, LLC

Cincinnati, OH

Specialties: Financial Planning, Retirement Planning, Retirement Income Strategies, Tax Planning, Investment Review & Analysis, Investment Management, Estate Planning, Financial Organization, Cash Flow Planning

Helping clients define the best life possible since 1996

Matt Will

CFP®

Birchcreek Wealth Management, LLC

Miami Township, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Small Business Tax Planning, Executive Compensation Planning

Fee-Only financial planner located in Miami Township, OH, serving clients locally and across the country

Elizabeth Caldwell

MA, CFP®

Welsh Hills Financial

Newark, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Newark, OH, serving clients locally and across the country

Carol Friedhoff

CFP®, EA, PMP, MS

Savvy Outcomes

Dublin, OH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Tucson, AZ and Westlake and Dublin, OH

Stephen Lukan

John E. Sestina and Company

Columbus, OH

Paul Dolce

CFP®, MBA

Financial Solutions, LLC

Upper Arlington, OH

John Schuman

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Randy Gantt

Fiduciary Wealth Group, LLC

Dayton, OH

Kevin Kruse

Summit Financial Strategies, Inc.

Columbus, OH

John McHugh

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Fred Tudor

Alchemist Wealth, LLC

Cincinnati, OH

Wendy Trout

Summit Financial Strategies, Inc.

Columbus, OH

Chip Workman

The Asset Advisory Group, Inc.

Cincinnati, OH

Ted Saneholtz

Summit Financial Strategies, Inc.

Columbus, OH

Spencer Hagar

John E. Sestina and Company

Columbus, OH

Jonathan Bailey

rebel Financial

Groveport, OH

Andrew Tisler

Epic Financial, LLC

Hudson, OH

Joseph Reardon

Summit Financial Strategies, Inc.

Columbus, OH

Anthony Payne

John E. Sestina and Company

Columbus, OH

Bryan Glancy

CFP®

Spinnaker Financial Group, LLC

Independence, OH

Jessica Lee

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Adam Lipton

Truepoint Wealth Counsel

Cincinnati, OH

R. A. Cole Hammack

John E. Sestina and Company

Columbus, OH

Tim Hamilton

CFP®, MBA

FinancialFamilies, LLC

Carroll, OH

Michaela Loveday

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Anthony Jones

CFP®

rebel Financial

Gahanna, OH

Roman Korolchuk

Summit Financial Strategies, Inc.

Columbus, OH

Luke Salcone

Summit Financial Strategies, Inc.

Columbus, OH

Bradley Williams

Waterbridge Wealth Management, LLC

North Royalton, OH

William Leuby

Hamilton Capital, LLC

Columbus, OH

Kevin Fix

Fullen Financial Group, Inc.

Columbus, OH

Kate Brownstein

Truepoint Wealth Counsel

Cincinnati, OH

Andrew Damcevski

Commas

Cincinnati, OH

Robert Siegmann

Total Wealth Planning

Blue Ash, OH

Jamie Rizer

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Andrew Kerns

CFP®

Accountable Financial Planning LLC

Westerville, OH

Jared Walsh

Reservoir Wealth Management

Lima, OH

Zachary Horn

Foster & Motley, Inc.

Cincinnati, OH

James Blue II

Blue Advisors

Columbus, OH

James Budros

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Benjamin Dobler

Personal Choice Financial Advisors, LLC

Blue Ash, OH

John Civardi

rebel Financial

Gahanna, OH

Stephen Geraghty

Kovalcik and Geraghty Wealth Partners

Upper Arlington, OH

John Bovard

Incline Wealth Advisors

Cleves, OH

Benjamin Skinner

Summit Financial Strategies, Inc.

Columbus, OH

Lucas Hail

Foster & Motley, Inc.

Cincinnati, OH

Mark Bowes

Partnership Financial LLC

Columbus, OH

Wayne Lippert

Truepoint Wealth Counsel

Cincinnati, OH

Ronda Koehler

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Dylan Grubb

Gateway Financial, LLC

Northfield, OH

Dylan Gaver

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Clayton Kreuz

Summit Financial Strategies, Inc.

Columbus, OH

Shon Anderson

Anderson Financial Strategies

Dayton, OH

Jill Gianola

Gianola Financial Planning

Columbus, OH

Mike Kelly

CFP®

Kelly Financial Planning, LLC

Cincinnati, OH

Liam Hurley

Summit Financial Strategies, Inc.

Columbus, OH

Andrew Silver

Concordia Wealth Planning, LLC

Columbus, OH

Shaun Carney

Bolt Financial Group

Worthington, OH

Benjamin Murray

Summit Financial Strategies, Inc.

Columbus, OH

Janelle Fumerola

CFP®

CooksonPeirce Wealth Management

Akron, OH

Lindsey Swanson

CFP®, AAMS®

Stripper Financial Planning

Cleveland, OH

Michael Purtill

CFP®

Purtill Financial LLC

Highland Heights, OH

Cullen Fischel

Prosperity Financial Design

Chagrin Falls, OH

Timothy Swain

Summit Financial Strategies, Inc.

Columbus, OH

Steve Hengehold

CFP®

HCM Wealth Advisors

Cincinnati, OH

Terrie Austin

Milestone Wealth Strategies LLC

Columbus, OH

Sonia Brinkman

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Philip Patten

Pursuit Financial, LLC

Cincinnati, OH

Tyler Cook

John E. Sestina and Company

Columbus, OH

Barb Camaglia

BBA, CFP®, CFS®, CPA, MBA

Legacy Financial Advisors

Beachwood, OH

Kyle Radabaugh

Budros, Ruhlin & Roe, Inc.

Columbus, OH

David Zolt

Westlake Advisors LLC

Westlake, OH

Robert Grossheim

Family Wealth Advisory Group

Cincinnati, OH

John Ritter

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Michael Caligiuri

CFP®, RIA, EA

Caligiuri Financial

Grandview Heights, OH

Monica Prinkey

John E. Sestina and Company

Columbus, OH

Jason Demland

Blue Jay Financial Group

Defiance, OH

Madeline Napier

Minerva Wealth Planning

Columbus, OH

Guy Clanton

Truepoint Wealth Counsel

Cincinnati, OH

Jeannette Jones

The Asset Advisory Group, Inc.

Cincinnati, OH

Jason Burkholder

CFA, CFP®

New Legacy Financial Group, LLC

Smithville, OH

Christine Carleton

Truepoint Wealth Counsel

Cincinnati, OH

Gregory Bricker

Bricker Financial Planning

East Liverpool, OH

Scott Barbee

Truepoint Wealth Counsel

Cincinnati, OH

Claire Beams

Commas

Cincinnati, OH

Alexandra Ollinger

Truepoint Wealth Counsel

Cincinnati, OH

Samantha Macchia

Summit Financial Strategies, Inc.

Columbus, OH

Kimberly Wirtz

John E. Sestina and Company

Strongsville, OH

Robert Carroll

Carnegie Investment Counsel

Cincinnati, OH

Tony Luckhardt

Foster & Motley, Inc.

Cincinnati, OH

Michael Kostelnik

Family Life Financial Planning

Mentor, OH

Hannah Fitzpatrick

Summit Financial Strategies, Inc.

Columbus, OH

Jason Bernal

Blue Jay Financial Group

Defiance, OH

Chris Allen

Total Wealth Planning

Blue Ash, OH

Ryan Klekar

Truepoint Wealth Counsel

Cincinnati, OH

Kate Coghill

Summit Financial Strategies, Inc.

Columbus, OH

Danya Karram

CFP®, CFDS

Brilliant Advice

Cincinnati, OH

Jonathan Andre

Total Wealth Planning

Blue Ash, OH

Holden Varvel

Total Wealth Planning

Blue Ash, OH

Jessica Hinks

Hixon Zuercher Capital Management

Findlay, OH

Jordan Patrick

Commas

Cincinnati, OH

Michael Scherer

Summit Financial Strategies, Inc.

Columbus, OH

Katelyn Bombardiere

Commas

Cincinnati, OH

Michael Chasnoff

Truepoint Wealth Counsel

Cincinnati, OH

Joshua Robb

Hixon Zuercher Capital Management

Findlay, OH

Marc Wambaugh

Total Wealth Planning

Blue Ash, OH

Zach Binzer

Foster & Motley, Inc.

Cincinnati, OH

Mel Young

Total Wealth Planning

Blue Ash, OH

Andrew Tudor

Alchemist Wealth, LLC

Cincinnati, OH

David Nienaber

Foster & Motley, Inc.

Cincinnati, OH

Kristy O'Brien

Wealth Transitions, LLC

Blue Ash, OH

Aaron Armstrong

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Matthew Jentner

CPA, CFP®

Jentner Wealth Management

Akron, OH

Michelle Stevens

Truepoint Wealth Counsel

Cincinnati, OH

Jeffrey Daniher

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Eric Shisler

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Nathan Johnson

Truepoint Wealth Counsel

Cincinnati, OH

Orlando Sonza

Pursuit Financial, LLC

Cincinnati, OH

Heather Spencer

Truepoint Wealth Counsel

Cincinnati, OH

Brian Sutliff

Summit Financial Strategies, Inc.

Columbus, OH

Debbie Price

Price Planning, LLC

Powell, OH

Peggy Ruhlin

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Courtney Weber

Truepoint Wealth Counsel

Cincinnati, OH

Jim Garvin

SeedSafe Financial LLC

East Palestine, OH

Samantha Anderson

CFP®

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Mark Coffey

Summit Financial Strategies, Inc.

Columbus, OH

Acie Middleton

CFEI, CMC®

rebel Financial

Groveport, OH

Summer Gillard

Summit Financial Strategies, Inc.

Columbus, OH

Eric Ross

Madison Wealth Management

Cincinnati, OH

Ryan Garland

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Matt Ullmer

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Daniel Roe

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Scott Kidwell

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Robert Hansen

Personal Choice Financial Advisors, LLC

Blue Ash, OH

Michele Daniher

Ritter Daniher Financial Advisory, LLC

Cincinnati, OH

Deanna Sicking

Truepoint Wealth Counsel

Cincinnati, OH

Daniel Due

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Craig Constantinovich

John E. Sestina and Company

Columbus, OH

Austen Harrison

Summit Financial Strategies, Inc.

Columbus, OH

Sana Haque

Gianola Financial Planning

Columbus, OH

Elizabeth Niehaus

Truepoint Wealth Counsel

Cincinnati, OH

Kevin Wuebker

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Chad Holmes

Formula Wealth

Columbus, OH

Isaiah Stidham

Budros, Ruhlin & Roe, Inc.

Columbus, OH

Matthew Garasic

Summit Financial Strategies, Inc.

Columbus, OH

Michael Kline

Budros, Ruhlin & Roe, Inc.

Columbus, OH

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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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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