What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Cincinnati, OH area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Cincinnati, OH Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
David Wiedmeyer
CFP®, CPFA®
KLD Wealth Management
Lebanon, OH
Specialties: Holistic Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
Fee-Only financial planner located in Lebanon, OH, serving clients locally and across the country
Danielle Seurkamp
MS, MPAS®, FBS®, CFP®
Well Spent Wealth Planning
Cincinnati, OH
Specialties: Comprehensive Financial Planning, Cash Flow and Saving Strategy, Retirement Income Planning, Tax Planning, Wealth Management, Building Financial Security, P&G Profit Sharing Distribution
Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country
Brian Tegtmeyer
CFP®
Truly Prosper Financial Planning LLC
West Chester, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Financial Life Planning for Individuals Over 50. For a flat fee, we provide retirement planning + investment management + tax planning. We have offices in Dayton, OH, and Dublin, OH, serving clients locally and across the country.
Cameron Magoon
Credent Wealth Management
Cincinnati, OH
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Joshua Styrcula
CIMA®, CFP®
Assurgent Wealth Management
Cincinnati, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country
David Wilder
CFP®, CTFA, MST, AIF®
Total Wealth Planning
Cincinnati, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Insurance Planning, Charitable Giving
Based in Cincinnati, OH and Carmel, IN, we work with clients across the country to assist them with their life planning. The real benefit is gaining more comfort with your long-term financial security and helping you protect what you value most.
Chad Lively
CFP®
Lively Financial
Cincinnati, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Business Planning
Comprehensive financial planning with flexible fee options. Serving clients in the Cincinnati, OH area and across the country.
Sara Young
CFP®
Live and Give Financial
Cincinnati, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategies, Charitable Giving Planning, Student Loan Repayment Planning, Disaster Readiness Planning (Insurance & Estate Planning), College Education Planning, Tax Planning
Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country
Robert Lemmons
CFP®, CPA, AIF®
Total Wealth Planning
Cincinnati, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.
Joel Musser
CFP®
Total Wealth Planning
Cincinnati, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Cincinnati, OH based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.
Chris Hansen
CFP®
Personal Choice Financial Advisors
Cincinnati, OH
Specialties: Medical School Loans, Tax Planning, Investment Management, Retirement Income Planning, Benefits Analysis
Fee-Only Financial Planner serving the needs of physicians across the country.
Mike Kelly
CFP®, RLP®, CPC
Kelly Financial Planning, LLC
Cincinnati, OH
Specialties: Comprehensive Financial Planning, Retirement Planning Strategies, Debt and Cash Flow Management, College Funding Advice, Estate Planning Recommendations, Insurance Review, Tax Planning
Serving Individuals, Families & Groups from all Walks of Life. Kelly Financial Planning is an independent, fee-only financial planning and advisory firm located in Cincinnati, Ohio serving clients nationwide.
Neil Gartner
CFP®, MBA
Gartner Financial Advisors
Loveland, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Flat fee financial planner located in Loveland, OH, serving clients locally and nationally.
Eric Ross
CFP®
F2 Wealth
Cincinnati, OH
Specialties: Comprehensive Financial Planning, Retirement Planning and Transitions, Financial Independence, Solo and Second-Act Entrepreneurs, Advanced Investment Management, Equity Compensation Planning, Estate Planning, Tax Planning and Preparation, Insurance Planning, Protecting Your Wealth, Growing Your Wealth
F2 Wealth is purpose built to unify your financial life. We serve to address all aspects of your financial life including life planning, retirement planning, advanced portfolio management, tax management, insurance planning, and estate planning.
Douglas Kinsey
CFP®, CIMA®, AIFA®
Artifex Financial Group
Cincinnati, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investments
Fee-Only Financial Advisor serving the state of Ohio.
Susan Pack
CPA/PFS, CFP®, CKA®
Pomeroy Financial Planning, LLC
Cincinnati, OH
Specialties: Financial Planning, Retirement Planning, Retirement Income Strategies, Tax Planning, Investment Review & Analysis, Estate Planning, Financial Organization, Cash Flow Planning
Helping clients define the best life possible since 1996
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
