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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.

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® CTFA
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 , Certified Trust and Financial Advisor certifications and has over 30 years of experience. David provides financial services to clients in the Cincinnati, Ohio area.

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.

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.

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.

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. certifications and has over 12 years of experience. Phil provides financial services to clients in the Groveport, Ohio area.

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 11 years of experience. Mark provides financial services to clients in the Dublin, Ohio area.

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. certifications. Firm provides financial services to clients in the Akron, Ohio area.

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. certifications and has over 7 years of experience. Matthew provides financial services to clients in the Akron, Ohio area.

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.

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.

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.

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. certifications. Firm provides financial services to clients in the Akron, Ohio area.

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.

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.

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. Richard provides financial services to clients in the Akron, Ohio area.

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).

Shon Anderson

Anderson Financial Strategies
CFA® CFP® MBA
Anderson Financial Strategies, a financial fiduciary has been a Paladin Registry member since 2020. Firm is the owner of Anderson Financial Strategies. Firm holds the Chartered Financial Analyst , Certified Financial Planner , Master Business Administration certifications and has over 17 years of experience. Firm provides financial services to clients in the Dayton, Ohio area.

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).

Donald Felty, PhD

Donald Felty, PhD
ChFC® CLU®
Donald Felty, PhD, a financial fiduciary has been a Paladin Registry member since 2020. Donald Felty, holds the Chartered Financial Consultant , Chartered Life Underwriter certifications and has over 45 years of experience. He has over 40 years of experience with firm. Donald Felty, provides financial services to clients in the Hamilton, Ohio area.
Hamilton, OH

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).

Brent Dickerson

Brent Dickerson
CFP® EA
Brent Dickerson, a financial fiduciary has been a Paladin Registry member since 2020. Brent holds the Certified Financial Planner , Enrolled Agent certifications and has over 15 years of experience. Brent provides financial services to clients in the Rocky River, Ohio area.

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).

Anne Megerle

Anne Megerle
CDFA® CEPA CFP®
Anne Megerle, a financial fiduciary has been a Paladin Registry member since 2020. Anne holds the Certified Divorce Financial Analyst , Certified Exit Planning Advisor , Certified Financial Planner certifications. He has over 0.5 years of experience with firm. Anne provides financial services to clients in the Cincinnati, Ohio area.

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).

David Sparks

Creative Planning
CFP® MBA
David Sparks, a financial fiduciary has been a Paladin Registry member since 2020. David holds the Certified Financial Planner , Master Business Administration certifications. He has over 1 years of experience with Creative Planning firm. David provides financial services to clients in the Cincinnati, Ohio area.

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).

Judd Eberhart

Creative Planning
CFP®
Judd Eberhart, a financial fiduciary has been a Paladin Registry member since 2020. Judd holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Judd provides financial services to clients in the Cincinnati, Ohio area.

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).

Kevin Copley

Creative Planning
CFP®
Kevin Copley, a financial fiduciary has been a Paladin Registry member since 2020. Kevin holds the Certified Financial Planner certifications. He has over 6 years of experience with Creative Planning firm. Kevin provides financial services to clients in the Cincinnati, Ohio area.

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).

Matt Steciow

Creative Planning
CFP® MBA
Matt Steciow, a financial fiduciary has been a Paladin Registry member since 2020. Matt holds the Certified Financial Planner , Master Business Administration certifications. He has over 3 years of experience with Creative Planning firm. Matt provides financial services to clients in the Columbus, Ohio area.

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).

Matt Pitzer

Creative Planning
CFP®
Matt Pitzer, a financial fiduciary has been a Paladin Registry member since 2020. Matt holds the Certified Financial Planner certifications. He has over 0.5 years of experience with Creative Planning firm. Matt provides financial services to clients in the Cincinnati, Ohio area.

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).

Jay Lame

Creative Planning
CFP®
Jay Lame, a financial fiduciary has been a Paladin Registry member since 2020. Jay holds the Certified Financial Planner certifications. He has over 0.5 years of experience with Creative Planning firm. Jay provides financial services to clients in the Cincinnati, Ohio area.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

Get Matched With Advisors