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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
Additional Information:
Years of Experience:
25 Years
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional, Folio Institutional and Betterment
Birchcreek Wealth Management
Additional Information:
- Fee-Only
Fee Structure
Asset Requirement: $500,000
Name(s) of Custodian(s):
Fidelity Investments
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Rick Scheeler
Scheeler Financial Group
Additional Information:
Years of Experience:
22 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Marc Henn
Harvest Financial Advisors
Additional Information:
Years of Experience:
30 Years
- Based on Assets
Fee Structure
- Financial Planning
- Investment Advice & Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab, JP Morgan, Fidelity
Dave Wilder
Total Wealth Planning
Additional Information:
Years of Experience:
35 Years
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $5,000
- Financial Advice & Consulting
Financial Services Provided:
Retirement Corporation of America
Additional Information:
Years of Experience:
37 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity and Schwab
Journey Advisory Group
Additional Information:
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Schwab
Paladin Advisors