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Top Rated Financial Advisors in Ohio

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Ohio is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Ohio with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Ohio near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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James Elios

Elios Financial Group, Inc.
CLU®, AIF®, ChFC®
James Elios, a financial fiduciary, provides financial services to clients in the Westlake, Ohio area. James holds a CLU®, AIF®, ChFC® certification. James has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab, Fidelity

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Jeremy DiTullio

Cleveland Financial Group
AWMA®, CFP®, CRPC®
Jeremy DiTullio, a financial fiduciary, provides financial services to clients in the Westlake, Ohio area. Jeremy holds a AWMA®, CFP®, CRPC® certification. Jeremy has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Doug Kinsey

Artifex Financial Group, LLC
CFP®, Certified Divorce Financial Analyst(CDFA)
Doug Kinsey, a financial fiduciary, provides financial services to clients in the Dayton, Ohio area. Doug holds a CFP®, Certified Divorce Financial Analyst(CDFA) certification. Doug has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    TD Ameritrade Institutional, Folio Institutional and Betterment

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Jonathan Kesselman

Kesselman Wealth Management
JD, CFP®, CDFA®
Jonathan Kesselman, a financial fiduciary, provides financial services to clients in the Westlake, Ohio area. Jonathan holds a JD, CFP®, CDFA® certification. Jonathan has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Rick Scheeler

Scheeler Financial Group
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC®
Rick Scheeler, a financial fiduciary, provides financial services to clients in the West Chester, Ohio area. Rick holds a CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC® certification. Rick has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Andrew Hayek

Bluestone Wealth Partners / LPL Financial
Andrew Hayek, a financial fiduciary, provides financial services to clients in the Westerville, Ohio area. Andrew has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
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Brian Davis

Davis Wealth Management, LLC
CEPA®, CLU®, CPFA, AIF®, ChFC®
Brian Davis, a financial fiduciary, provides financial services to clients in the Richfield, Ohio area. Brian holds a CEPA®, CLU®, CPFA, AIF®, ChFC® certification. Brian has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Brian Mills

Mills Financial Planning,Inc.
CFP®
Brian Mills, a financial fiduciary, provides financial services to clients in the Dublin, Ohio area. Brian holds a CFP® certification. Brian has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    Pershing

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Dan Brown

National Wealth Management Group / LPL Financial
CWS
Dan Brown, a financial fiduciary, provides financial services to clients in the Cincinnati, Ohio area. Dan holds a CWS certification. Dan has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $25,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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David Bailey

Edelman Financial Engines, LLC
David Bailey, a financial fiduciary, provides financial services to clients in the Miamisburg, Ohio area. David has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Ian Gedminas

Edelman Financial Engines, LLC
CFP®
Ian Gedminas, a financial fiduciary, provides financial services to clients in the Columbus, Ohio area. Ian holds a CFP® certification. Ian has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Roger Baranovic

Edelman Financial Engines, LLC
Roger Baranovic, a financial fiduciary, provides financial services to clients in the Warrensville Hts, Ohio area. Roger has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Tom Nemec

Edelman Financial Engines, LLC
CMFC®
Tom Nemec, a financial fiduciary, provides financial services to clients in the Cincinnati, Ohio area. Tom holds a CMFC® certification. Tom has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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W. Phil Ratcliff

Rebel Financial
CFP®, CLU®, AIF®, ChFC®
W. Phil Ratcliff, a financial fiduciary, provides financial services to clients in the Gahanna, Ohio area. W. holds a CFP®, CLU®, AIF®, ChFC® certification. W. has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • 401K Rollovers
  • Education Funding and Planning
  • Financial Advice & Consulting
  • Financial Planning for Individuals

    Name(s) of Custodian(s):
    TD Ameritrade, Schwab, TIAA CREF

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James Evans

TTG Financial Inc
CFP®, QPA®, QKA®, ChSNC®
James Evans, a financial fiduciary, provides financial services to clients in the Canton, Ohio area. James holds a CFP®, QPA®, QKA®, ChSNC® certification. James has over 38 years of experience.

Additional Information:

Years of Experience:
38 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Schwab

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Mark Fissel

Beacon Hill Investment Advisory
CFP®, AIF®
Mark Fissel, a financial fiduciary, provides financial services to clients in the Columbus, Ohio area. Mark holds a CFP®, AIF® certification. Mark has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Hourly
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    TD Ameritrade, Ascensus, Vanguard, TIAA-CREF

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Scott Lucas

Lucas Financial Services, Inc
RFC®, ChFC®
Scott Lucas, a financial fiduciary, provides financial services to clients in the Worthington, Ohio area. Scott holds a RFC®, ChFC® certification. Scott has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Wealth Management
  • Investment Advice & Management

    Name(s) of Custodian(s):
    TD Ameritrade, Pershing LLC

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Tyler Emrick

True Wealth Design
CFP®
Tyler Emrick, a financial fiduciary, provides financial services to clients in the Akron, Ohio area. Tyler holds a CFP® certification. Tyler has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management

    Name(s) of Custodian(s):
    Shareholder Service Group, Charles Schwab, TD Ameritrade

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Allworth Financial

CFS®
Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Cincinnati, Ohio area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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Birchcreek Wealth Management

Dan Johnson, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Miamisburg, Ohio area.

Additional Information:

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    Fidelity Investments

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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Boardman, Ohio area.

Additional Information:

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Marc Henn

Harvest Financial Advisors
CFP®
Marc Henn, a financial fiduciary, provides financial services to clients in the West Chester, Ohio area. Marc holds a CFP® certification. Marc has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):
    Charles Schwab, JP Morgan, Fidelity

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