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Top Rated Financial Advisors in Gahanna, 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 Gahanna, 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 Gahanna, 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 Gahanna, 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.

Adam Roslovic

Edelman Financial Engines, LLC
CFP®, Certificate in Blockchain and Digital AssetsSM
Adam Roslovic, a financial fiduciary, provides financial services to clients in the Columbus, Ohio area. Adam holds the CFP®, Certificate in Blockchain and Digital AssetsSM certifications. Adam 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.

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Michael Kelsey

LPL Financial
Michael Kelsey, a financial fiduciary, provides financial services to clients in the Dublin, Ohio area. Michael has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

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

    Asset Requirement: $25,000

    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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Doug Kinsey

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

Additional Information:

Years of Experience:
25 Years

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

BASIC INFORMATION NEEDED FOR THE INQUIRY