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Top Rated Financial Advisors in Dayton, 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 Dayton, 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 Dayton, 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 Dayton, 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.

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

Axim Planning & Wealth

Axim Planning & Wealth, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Springboro, Ohio area.

Additional Information:

    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
    • Insurance Products & Annuities

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

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

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

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

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
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