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 Ohio 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".
Select a city to refine your search:
- Akron, OH
- Alliance, OH
- Avon, OH
- Avon Lake, OH
- Bay Village, OH
- Beavercreek, OH
- Blue Ash, OH
- Cambridge, OH
- Canal Winchester, OH
- Canton, OH
- Chagrin Falls, OH
- Cincinnati, OH
- Cleveland, OH
- Columbus, OH
- Dayton, OH
- Defiance, OH
- Delaware, OH
- Dublin, OH
- Gahanna, OH
- Grandview Heights, OH
- Groveport, OH
- Highland Heights, OH
- Hudson, OH
- Independence, OH
- Louisville, OH
- Loveland, OH
Every Ohio Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Nick Marino
CFP®, ChFC®, EA
Breakaway Wealth 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
Chris Kimmet
CFP®, MBA
Steady Climb Financial Planning
Upper Arlington, OH
Specialties: Comprehensive Financial Planning, Reducing Taxes, Student Loan Management, Retirement Planning, Investment Management, Estate Planning, Insurance Guidance
Fee-Only financial planner serving Physicians, Busy Professionals, and Retirees. Located in Upper Arlington, Ohio 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!
Kenneth Robinson
JD, CFP®
Practical Financial Planning
Rocky River, OH
Fiduciary. Fee-only. Holistic. Because investments alone aren't enough.™
Matthew J. Daniel
CFA®, CFP®
Columbus Wealth Management
Columbus, OH
Specialties: Portfolio Management, Comprehensive Financial Planning, Business Planning, Tax Planning, Cash Flow and Retirement Income Planning, Estate Planning, Insurance Planning
Fee-Only financial advisor located in Columbus, OH, meeting virtually with clients nationwide and available in person to local clients.
Hayden Ludwig
CFP®
Valeo Financial Advisors
Columbus, OH
Specialties: Comprehensive Financial Planning, Stock Compensation Plans (RSUs, Stock Options, S-SARs, etc.), Real Estate Investments, Tax Planning, Estate Planning, Retirement Planning, Insurance & Risk Management
Fee-Only financial planner located in Carmel, IN, serving clients locally and across the country
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
Shawn Ballinger
CFP®
Columbus Street Financial Planning, LLC
Dublin, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Planning, College Funding, Wealth Transfer, Philathropic Planning
Fee-Only financial planner located in Columbus, OH, serving clients locally and 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
Ryan J. Weiser
CFP®, ChFC®, CLU®, CDFA®, CASL®
Weiser Financial Planning LLC
Lewis Center, OH
Specialties: Retirement Distribution/Income Planning, Financial/Life Coaching, Cash Flow Planning, Risk Management, Tax Planning, Social Security Optimization, Pension Maximization, Estate Planning
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.
Donald Purtill
CPA, PFS, CGMA, 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.
Robert Hansen
CFP®
Personal Choice Financial Advisors, LLC
Blue Ash, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Minimization Strategies, Social Security Income Optimization, Long-term Care Planning, Health Insurance Planning, Charitable Giving
Fee-Only financial planner located in Blue Ash, OH, serving clients locally and across the country
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
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
Phillip Bollin
CFP®
Bollin Wealth Management LLC
Perrysburg, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management, Estate and Legacy 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.
Britta Koepf
CFP®, ChSNC®
Tranquil Path Financial Planning
Cleveland, 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.
Tyler Koepf
JD, CPA*
M. Thomas Capital Management
Chagrin Falls, OH
Specialties: Estate Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner, Lawyer and Certified Public Accountant, located in Chagrin Falls, OH, serving clients throughout the Cleveland area and across the country
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
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.
Chris Hansen
CFP®
Personal Choice Financial Advisors
Cincinnati, OH
Specialties: Medical School Loans, Tax Planning, Investment Management, Retirement Income Planning, Benefits Analysis
Fee-Only Financial Planner serving the needs of physicians across the country.
Richard Caw
CFP®
Better Money Decisions
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Cash Flow Management, Estate Planning, Tax Planning, Insurance & Annuities
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country
David A. Evans, PhD
Se Habla Español
The Yard FC
Lewis Center, OH
Specialties: Student Loans and Debt Management, Tax Return Preparation, Retirement Income Planning, Proactive Tax Planning, Investment Advice, Comprehensive Financial Planning, Risk Management, Trust Analysis, Cash Flow Planning
Fee-Only financial planner located in Lewis Center, OH, serving clients locally and across the country
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
Eric Ross
CFP®
F2 Wealth
Cincinnati, OH
Specialties: Comprehensive Financial Planning, Retirement Planning and Transitions, Financial Independence, Solo and Second-Act Entrepreneurs, Advanced Investment Management, Equity Compensation Planning, Estate Planning, Tax Planning and Preparation, Insurance Planning, Protecting Your Wealth, Growing Your Wealth
F2 Wealth is purpose built to unify your financial life. We serve to address all aspects of your financial life including life planning, retirement planning, advanced portfolio management, tax management, insurance planning, and estate planning.
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
Flat Fee Financial Planning for High Stress Physicians Across the Country.
Justin Rush
CFP®
JGR Financial Solutions, LLC
North Canton, OH
Specialties: Comprehensive Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Insurance Planning, Investment Management
When approaching retirement, it’s natural to wonder if you’ve saved enough to enjoy it all. We help you answer that question by building and implementing a retirement roadmap that confidently carries you to and through the retirement of your dreams.
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.
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
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.
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.
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
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.
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 one transparent fee they provide a holistic one-stop-shop, focusing on investments, tax planning, & preparation.
Todd Pouliot
AIF®
Gateway Financial, LLC
Northfield, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, TSP and FERS Planning
Fee-Only financial planner located in Northfield, OH, serving clients locally and virtually 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
Joshua Styrcula
CIMA®, CFP®
Assurgent Wealth Management
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®
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
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
Teri R. Alexander
CFP®, MSFP, CeFT®, AIF®
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
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.
Josh Gallogly
CFP®, EA
Milestones Financial, LLC
Columbus, OH
Specialties: Tax Planning, Portfolio Analysis, Insurance Review and Recommendations, Estate Planning, Retirement Planning, Cash Flow and Goal Planning, Investment Recommendations, Income (Bond) Ladder Recommendations
Tax-efficient, "advice-only" retirement planning and investment recommendations for a fixed fee.
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.
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.
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
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
Erik Baskin
CFP®, 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 serving clients locally and across the country with comprehensive financial planning and investment management.
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.
Leah Hadley
AFC®, CDFA®
Great Lakes Investment Mgmt
Cleveland, OH
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Divorce Financial Planning, Building Wealth, Financial Planning for Business Owners
Fee-Only financial planner located in Cleveland, OH, serving clients locally and across the country
Jason Demland
CFP®, CKA®
Demland Wealth LLC
Defiance, OH
Specialties: Comprehensive Financial Planning, Tax Efficient Retirement Planning, Financial Independence, Investment Management, Charitable Giving, College Savings, Biblical Financial Counseling
Fee-Only financial planner located in Defiance, OH, serving clients locally and across the country
Chandler Fugate-Laus
CFP®
Moneyfluent
Columbus, OH
Specialties: Comprehensive Financial Planning, Cash Flow Structure, Investment Advice, Long-Term Retirement Planning, Short & Mid-Term Goals Planning, Financial Wellness
Moneyfluent is a purpose-driven, AAPI woman-owned, virtual financial planning firm. We are fee-only, flat-fee, & advice-only.
Gage Paul
CFP®, RICP®, EA
Western Reserve Capital Management
Hudson, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Hudson, OH, serving clients locally and across the country
Melody Brady
CFP®, ChFC®
Beechmont Financial
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Columbus, OH helping individuals and families live their best lives now, and in retirement.
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
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.
Benjamin Dobler
CFP®, EA
Personal Choice Financial Advisors, LLC
Blue Ash, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Minimization Strategies, Social Security Income Optimization, Long-term Care Planning, Health Insurance Planning, Charitable Giving
Fee-Only financial planner located in Blue Ash, 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
Ryan Bayonnet
CFP®, MSF
Hyland Financial Planning
Green, 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.
Refine Your Search
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)
