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 Miamisburg, 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 Miamisburg, OH Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jake Bartel
CFP®, CDFA®
Birchcreek Wealth Management
Miami Township, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Collaborative Divorce Planning, Workplace Retirement Plan 401k Advisory Services, College Education Planning, Tax Planning
We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.
Refine Your Search
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)
