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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.

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Doug Kinsey

Artifex Financial Group, LLC
CFP®, CIMA®, AIF®
Doug Kinsey, a financial fiduciary, provides financial services to clients in the Dayton, Ohio area. Doug holds a CFP®, CIMA®, AIF® certification. Doug has over 25 years of experience.
Dayton, OH
Telephone Advisor
Telephone: 855-752-6644
Visit Advisor Website
https://artifexfinancial.com

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

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

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Gary Hannah

Stratos Wealth Partners
CFP®
Gary Hannah, a financial fiduciary, provides financial services to clients in the Akron, Ohio area. Gary holds a CFP® certification. Gary has over 16 years of experience.
Akron, OH
Telephone Advisor
Telephone: 330-664-2273
Visit Advisor Website
https://www.garyhannahfinancialplanner.com/

Additional Information:

Years of Experience:
16 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
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James Elios

Elios Financial Group, Inc.
CLU®, AIF®, ChFC®
James Elios, a financial fiduciary, provides financial services to clients in the Westlake, Ohio area. James holds a CLU®, AIF®, ChFC® certification. James has over 30 years of experience.
Westlake, OH
Telephone Advisor
Telephone: 440-617-9100
Visit Advisor Website
http://www.eliosfinancial.com

Additional Information:

Years of Experience:
30 Years

    Fee Structure

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

Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

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

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Dave Wilder

Total Wealth Planning
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 a Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF) certification. Dave has over 35 years of experience.
Cincinnati, OH
Telephone Advisor
Telephone: 513-984-6696
Visit Advisor Website
www.twpteam.com

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

Asset Requirement: $5,000

    Financial Services Provided:

  • Financial Advice & Consulting
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Jonathan Kesselman

Kesselman Wealth Management
JD, CFP®
Jonathan Kesselman, a financial fiduciary, provides financial services to clients in the Westlake, Ohio area. Jonathan holds a JD, CFP® certification. Jonathan has over 11 years of experience.
Westlake, OH
Telephone Advisor
Telephone: 440-709-3315
Visit Advisor Website
https://www.kesselmanwm.com

Additional Information:

Years of Experience:
11 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
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Rick Scheeler

Scheeler Financial Group
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC®
Rick Scheeler, a financial fiduciary, provides financial services to clients in the West Chester, Ohio area. Rick holds a CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC® certification. Rick has over 22 years of experience.
West Chester, OH
Telephone Advisor
Telephone: 513-883-6100
Visit Advisor Website
https://www.scheelerfinancialgroup.com/

Additional Information:

Years of Experience:
22 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
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rebel Financial

CFP®, CLU®, AIF®, ChFC®
W. Phil Ratcliff, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Groveport, Ohio area.
Groveport, OH
Telephone Advisor
Telephone: 614-441-9605
Visit Advisor Website
https://rebelfinancial.com/

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

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

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Andrew Hayek

Bluestone Wealth Partners / LPL Financial
Andrew Hayek, a financial fiduciary, provides financial services to clients in the Westerville, Ohio area. Andrew has over 24 years of experience.
Westerville, OH
Telephone Advisor
Telephone: 614-392-7497
Visit Advisor Website
https://bluestonewp.com

Additional Information:

Years of Experience:
24 Years

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
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Brian Davis

Davis Wealth Management, LLC
CEPA®, CLU®, CPFA, AIF®, ChFC®
Brian Davis, a financial fiduciary, provides financial services to clients in the Richfield, Ohio area. Brian holds a CEPA®, CLU®, CPFA, AIF®, ChFC® certification. Brian has over years of experience.
Richfield, OH
Telephone Advisor
Telephone: 330-777-3329
Visit Advisor Website
https://www.daviswealthmanagement.com/

Additional Information:

    Fee Structure

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

Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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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.
Dublin, OH
Telephone Advisor
Telephone: 614-504-0402
Visit Advisor Website
http://www.millsfinancialplan.com/about

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

Name(s) of Custodian(s):
Pershing

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Dan Brown

National Wealth Management Group / LPL Financial
CWS
Dan Brown, a financial fiduciary, provides financial services to clients in the Cincinnati, Ohio area. Dan holds a CWS certification. Dan has over 26 years of experience.
Cincinnati, OH
Telephone Advisor
Telephone: 513-391-3187
Visit Advisor Website
www.nwmgadvisors.com

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

Asset Requirement: $25,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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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 a CFP®, QPA®, QKA®, ChSNC® certification. James has over 38 years of experience.
Canton, OH
Telephone Advisor
Telephone: 330-491-2220
Visit Advisor Website
www.teamttg.com

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

Name(s) of Custodian(s):
Schwab

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Retirement Corporation of America

AWMA®, CFP®, CRPS®, CRPC®, APMA®
Retirement Corporation of America, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Cincinnati, Ohio area.
Cincinnati, OH
Telephone Advisor
Telephone: 513-769-4040
Visit Advisor Website
www.rca-online.com

Additional Information:

Years of Experience:
37 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

Name(s) of Custodian(s):
Fidelity and Schwab

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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 a CFP®, AIF® certification. Mark has over 13 years of experience.
Columbus, OH
Telephone Advisor
Telephone: 614-469-4685
Visit Advisor Website
http://www.beaconhilladvisory.com/

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

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

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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 a RFC®, ChFC® certification. Scott has over 29 years of experience.
Worthington, OH
Telephone Advisor
Telephone: 614-840-9770
Visit Advisor Website
http://www.lucasfinancialservices.com/

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

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

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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.
Akron, OH
Telephone Advisor
Telephone: 330-777-0688
Visit Advisor Website
https://www.truewealthdesign.com/

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

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

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Birchcreek Wealth Management

Dan Johnson, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Miamisburg, Ohio area.
Miamisburg, OH
Telephone Advisor
Telephone: 937-567-0646
Visit Advisor Website
www.BirchcreekWealth.com

Additional Information:

    Fee Structure

  • Fee-Only

Asset Requirement: $500,000

Name(s) of Custodian(s):
Fidelity Investments

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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Columbus, Ohio area.
Columbus, OH
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

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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.
West Chester, OH
Telephone Advisor
Telephone: 800-361-0329
Visit Advisor Website
http://harvestadvisors.com/

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

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

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Edelman Financial Engines, LLC

Matt Loeffler, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Akron, Ohio area.
Akron, OH
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

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Edelman Financial Engines, LLC

Roger Baranovic, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Beachwood, Ohio area.
Beachwood, OH
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

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Sequoia Financial Group

Sequoia Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Akron, Ohio area.
Akron, OH
Telephone Advisor
Telephone: 888-225-3777
Visit Advisor Website
https://www.sequoia-financial.com

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

Name(s) of Custodian(s):
Charles Schwab, Fidelity Investments

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Sequoia Financial Group

Sequoia Financial Group, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Columbus, Ohio area.
Columbus, OH
Telephone Advisor
Telephone: 888-225-3777
Visit Advisor Website
https://www.sequoia-financial.com

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

Name(s) of Custodian(s):
Charles Schwab, Fidelity Investments

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