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18 Top Rated
Financial Advisors in Ohio

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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Wilder

Total Wealth Planning
AIF® CEPA CFP®
David Wilder, a financial fiduciary has been a Paladin Registry member since 2005. David is the owner of Total Wealth Planning. David holds the Accredited Investment Fiduciary , Certified Exit Planning Advisor , Certified Financial Planner certifications and has over 27 years of experience. David provides financial services to clients in the Cincinnati, Ohio area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Scott Lucas

Lucas Financial Services, Inc.
ChFC® RFC®
Scott Lucas, a financial fiduciary has been a Paladin Registry member since 2005. Scott is the owner of Lucas Financial Services, Inc.. Scott holds the Chartered Financial Consultant , Registered Financial Consultant certifications and has over 29 years of experience. Scott provides financial services to clients in the Worthington, Ohio area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Doug Kinsey

Artifex Financial Group, LLC
CFP® AIFA®
Doug Kinsey, a financial fiduciary has been a Paladin Registry member since 2006. Doug holds the Certified Financial Planner , Accredited Investment Fiduciary Analyst certifications and has over 25 years of experience. Doug provides financial services to clients in the Dayton, Ohio area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Marc Henn

Harvest Financial Advisors
CFP®
Marc Henn, a financial fiduciary has been a Paladin Registry member since 2004. Marc is the owner of Harvest Financial Advisors. Marc holds the Certified Financial Planner certifications and has over 29 years of experience. Marc provides financial services to clients in the West Chester, Ohio area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Nicholas Terezis

Marathon Strategic Advisors, LLC
CFA®
Nicholas Terezis, a financial fiduciary has been a Paladin Registry member since 2005. Nicholas is the owner of Marathon Strategic Advisors, LLC. Nicholas holds the Chartered Financial Analyst certifications and has over 25 years of experience. Nicholas provides financial services to clients in the Steubenville, Ohio area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

W. Phil Ratcliff

rebel Financial
rebel Financial, a financial fiduciary has been a Paladin Registry member since 2014. Phil is the owner of rebel Financial. Phil provides financial services to clients in the Gahanna, Ohio area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mark Fissel

Beacon Hill Investment Advisory, LLC
AIF® CFP®
Mark Fissel, a financial fiduciary has been a Paladin Registry member since 2009. Mark is the partner in Beacon Hill Investment Advisory, LLC. Mark holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 8 years of experience. Mark provides financial services to clients in the Columbus, Ohio area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Burnham

Auxin Group Wealth Management, LLC
Auxin Group Wealth Management, LLC, a financial fiduciary has been a Paladin Registry member since 2015. Firm provides financial services to clients in the Akron, Ohio area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Benjamin Tegel

Auxin Group Wealth Management, LLC
Benjamin Tegel, a financial fiduciary has been a Paladin Registry member since 2015. Benjamin provides financial services to clients in the Akron, Ohio area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Burnham

Auxin Group Wealth Management, LLC
Matthew Burnham, a financial fiduciary has been a Paladin Registry member since 2015. Matthew provides financial services to clients in the Akron, Ohio area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

James Elios

Elios Financial Group, Inc.
ChFC® CLU® MBA
James Elios, a financial fiduciary has been a Paladin Registry member since 2017. James is the owner of Elios Financial Group, Inc.. James holds the Chartered Financial Consultant , Chartered Life Underwriter , Master Business Administration certifications and has over 25 years of experience. James provides financial services to clients in the Westlake, Ohio area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

W Phil Ratcliff

rebel Financial
CFP® AIF® ChFC® CLU®
W Phil Ratcliff, a financial fiduciary has been a Paladin Registry member since 2018. W Phil holds the Certified Financial Planner , Accredited Investment Fiduciary , Chartered Financial Consultant , Chartered Life Underwriter certifications and has over 14 years of experience. W Phil provides financial services to clients in the Gahanna, Ohio area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tony Jones

rebel Financial
CFP® AIF® EA
Tony Jones, a financial fiduciary has been a Paladin Registry member since 2018. Tony holds the Certified Financial Planner , Accredited Investment Fiduciary , Enrolled Agent certifications and has over 10 years of experience. Tony provides financial services to clients in the Gahanna, Ohio area.
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Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tyler Emrick, CFP®

True Wealth Design
True Wealth Design, a financial fiduciary has been a Paladin Registry member since 2018. Firm provides financial services to clients in the Akron, Ohio area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Marissa Beyer

True Wealth Design
CFP®
Marissa Beyer, a financial fiduciary has been a Paladin Registry member since 2018. Marissa holds the Certified Financial Planner certifications and has over 14 years of experience. Marissa provides financial services to clients in the Akron, Ohio area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tyler Emrick

True Wealth Design
CFP®
Tyler Emrick, a financial fiduciary has been a Paladin Registry member since 2018. Tyler holds the Certified Financial Planner certifications and has over 11 years of experience. Tyler provides financial services to clients in the Canfield, Ohio area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Richard Eicheldinger

True Wealth Design
CFP®
Richard Eicheldinger, a financial fiduciary has been a Paladin Registry member since 2018. Richard holds the Certified Financial Planner certifications and has over years of experience. Richard provides financial services to clients in the Akron, Ohio area.

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