Find a Financial Planner in
Within of
Within of

Donald W. James

CFP®, CPA/PFS

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, Estate...More

Financial Advisor serving Ohio and the surrounding communities.

Kiplinger & Co., CPAs

15300 Pearl Rd, Ste 200
Strongsville, OH 44136-5036
(440) 238-0222

John W. Nadworny

CFP®, ChFC, CLU

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Sequoia Financial Group

2000 Auburn Dr, Ste 400
Beachwood, OH 44122
(216) 831-4900

Robert M. Leshnak, Jr.

CLU ChFC CFP® MS EA

Registered Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Leshnak Wealth

7182 Liberty Centre Drive, Unit I
West Chester, OH 45069
(888) 223-7242
(513) 779-3777

Neil T. Gartner

CFP®, MBA

Principal

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Gartner Financial Advisors

9394 Kentons Run Ct
Loveland, OH 45140-8914
(513) 620-6598

Matthew E. Shaffer

MBA, CFP®

Founder & CEO | Chief Investment Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Shaffer Capital

550 Polaris Pkwy, Ste 130
Westerville, OH 43082
(877) 891-1213
(614) 891-1700

Matthew S. Olver

CFP®

Partner, Client Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Ohio and the surrounding communities.

Cerity Partners LLC

50 Public Square, Suite 2700
Cleveland, OH 44113
(216) 464-6266

Mark David Van Drunen

CFP®, MS

Managing Director & Senior Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

MAI Capital Management, LLC

6500 Oak Tree Blvd, Ste 500
Independence, OH 44141
(216) 920-4863
CONNECT WITH Mark
  • linkedin link

Richard A. Fein

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Fein Advisors

6210 Cedar Crossing Ln
Cincinnati, OH 45230
(513) 231-4268

Richard L. Mohr

CFP®, CPA, PFS

President

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, Asset...More

Financial Advisor serving Ohio and the surrounding communities.

Buckeye Financial Solutions,Inc

3730 Whipple Ave NW, Suite 300
Canton, OH 44718
(330) 244-8600

Scott E. Rendle

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

941 Chatham Ln, Ste 212
Columbus, OH 43221
(614) 457-7026

Everard B. Corcoran

CFP®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Corcoran Financial Planning

7441 Center St
Mentor, OH 44060-5803
(888) 434-0027
(440) 534-1875

David M. Zolt

CFP®, EA

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Westlake Advisors

25109 Detroit Road, Suite 330
Westlake, OH 44145
(440) 250-9744

Carol A. Hoffman

MBA, CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

The Mather Group

11300 Alliance Road, Suite 460
Cincinnati, OH 45242
(513) 469-8400

Christopher R. Oberholzer

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Infinity Wealth Counsel, LLC

433 West Loveland Avenue, Suite 100
Loveland, OH 45140
(513) 563-3500

Christopher O. Olsgard

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Waller Financial Planning Group, Inc.

941 Chatham Ln, Ste 212
Columbus, OH 43221
(614) 457-7026

James D. Atkinson

CFP®AIF®MPAS

Managing Director

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Columbus Capital

6530 W Campus Oval
New Albany, OH 43054
(614) 656-1230

Janice M. Cackowski

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Centry Financial Advisors, LLC

38021 Euclid Avenue, #3
Willoughby, OH 44094
(440) 571-2433
CONNECT WITH Janice
  • facebook link
  • twitter link
  • linkedin link

Michael Jarrold-Grapes

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Niehaus Financial Services, LLC

5600 Harrison Ave
Cincinnati, OH 45248
(513) 471-9600

Tracy Green

CFP®

Specialties:

Financial Advisor serving Ohio and the surrounding communities.

Wealth Architechs

38 Fountain Square Plaza
Cincinnati, OH 45202
(513) 232-2844

Shon P. Anderson

CFP®, CFA

President & Chief Wealth Strategist

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Asset Allocation,...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Anderson Financial Strategies, LLC

40 N. Main St, Ste 2500
Dayton, OH 45423
(937) 610-9388
CONNECT WITH Shon
  • linkedin link

Laura Davitt

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Niehaus Financial Services LLC

5600 Harrison Ave
Cincinnati, OH 45248
513.471.9600

Matthew Yung

CFA, CFP®

Portfolio Manager, Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Johnson Investment Counsel, Inc.

7755 Montgomery Rd, Ste 400
Cincinnati, OH 45236-4197
(513) 661-3100

Carina S. Diamond

CFP®, AIF®

Founder and CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Stella Secunda Partners

10153 Village Ln
Brecksville, OH 44141-3480
CONNECT WITH Carina
  • twitter link
  • linkedin link

Jeffrey Loehnis

CPA, CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Ohio and the surrounding communities.

Hamilton Capital Management, Inc.

5025 Arlington Centre Blvd, Ste 300
Columbus, OH 43220
(888) 833-5951
(614) 273-1000

Theodore T. Sadar

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Ohio and the surrounding communities.

Sadar Financial Management

520 S Main St, Ste 2553
Akron, OH 44311
(330) 564-0505

Kevin R. Clark

CFP®, CIMA®, EA

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Ameriprise Financial

250 West Old Wilson Bridge Road, Suite 150
Columbus, OH 43085
(614) 396-4043
CONNECT WITH Kevin
  • facebook link
  • linkedin link

William I. Russo

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

Securus Financial Strategies

30195 Chagrin Blvd, Ste 360
Pepper Pike, OH 44124
(216) 370-7887

Kimberly Ann Spisak

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Investment Management...More

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

1991 Crocker Road Ste. 400
Westlake, OH 44145
(440) 925-3042

Nick A. Burson

CFP®

Financial Planner

Specialties:

Commission and Fee Financial Advisor serving Ohio and the surrounding communities.

LINCOLN DOUGLAS INVESTMENTS LLC

135 S Main St
Mount Vernon, OH 43050-7540
(740) 398-0747

David Stone

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a...More

Fee Only Financial Advisor serving Ohio and the surrounding communities.

Personal Financial Advisors, Inc.

70 E Columbus St
Pickerington, OH 43147
(614) 837-7000
CONNECT WITH David
  • facebook link
  • twitter link
  • linkedin link