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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.

Brian Maher

LC Wealth Management
Brian Maher, a financial fiduciary, provides financial services to clients in the Westerville, Ohio area. Brian has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

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

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

James Elios

Elios Financial Group, Inc.
CLU®, ChFC®
James Elios, a financial fiduciary, provides financial services to clients in the Westlake, Ohio area. James holds the CLU®, ChFC® certifications. James has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

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

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Investment Advice & Management
  • Insurance Products & Annuities
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade Institutional , Fidelity

Karla Stanton

Engler, Garrow & Roth, Ltd
CFP®, AIF®, ChFC®
Karla Stanton, a financial fiduciary, provides financial services to clients in the Maumee, Ohio area. Karla holds the CFP®, AIF®, ChFC® certifications. Karla has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

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

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Risk Management
  • Education Funding and Planning
  • View More

    Name(s) of Custodian(s):
    National Financial Services

Dave Wilder

Total Wealth Planning LLC.
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF)
Dave Wilder, a financial fiduciary, provides financial services to clients in the Cincinnati, Ohio area. Dave holds the Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF) certifications. Dave has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $5,000

    Financial Services Provided:

  • Financial Advice & Consulting
  • View More

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 the JD, CFP®, CDFA® certifications. 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
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Rick Scheeler

Scheeler Financial Group
CLTC®, CASL®, CFP®, MSFS, RICP®, ChSNC®, CAP®, AEP®, CLU®, ChFC®
Rick Scheeler, a financial fiduciary, provides financial services to clients in the West Chester, Ohio area. Rick holds the CLTC®, CASL®, CFP®, MSFS, RICP®, ChSNC®, CAP®, AEP®, CLU®, ChFC® certifications. Rick has over 21 years of experience.

Additional Information:

Years of Experience:
21 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
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

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
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Pershing

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 the CFP®, Certified Divorce Financial Analyst(CDFA) certifications. Doug has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Asset Requirement: $500,000

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

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 the AWMA®, CFP®, CRPC® certifications. Jeremy has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

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. Phil holds the CFP®, CLU®, AIF®, ChFC® certifications. W. Phil 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
  • View More
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Legal Advice and Services
    • Estate Planning & Trusts

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

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 the CFP®, QPA®, QKA®, ChSNC® certifications. 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
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Schwab

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 the CFP®, AIF® certifications. 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
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

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

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 the RFC®, ChFC® certifications. 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
  • View More

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

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
  • View More

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

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2020 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
  • View More

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

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
  • View More

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Top vetted financial advisors in Ohio by cities

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.

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