For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
Jentner Wealth Management (330) 668-1000
302 N Cleveland Massillon Rd Akron, OH 44333-9303 View on Map (330) 668-1000
Compensation Method: Fee Only Minimum Investable Assets: $500,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Accounting, Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues
Elizabeth H. Li, Ph.D., CFP an (937) 435-8299
7031 Corporate Way Suite 105 Dayton, OH 45459-4262 View on Map (937) 435-8299
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: Cantonese, Mandarin, English
Specialties: Accounting, Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Tax Planning, Tax Preparation
Budros, Ruhlin & Roe, Inc. (614) 481-6900
1801 Watermark Drive Suite 300 Columbus, OH 43215-7088 View on Map (614) 481-6900
Specialties: Comprehensive Financial Planning, Wealth Management
Waller Financial Planning Group (614) 457-7026
941 Chatham Ln Ste 212 Columbus, OH 43221-2416 View on Map (614) 457-7026
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: English
Fein Advisors (513) 231-4254
6210 Cedar Crossing Ln Cincinnati, OH 45230-3781 View on Map (513) 231-4268
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Investment Planning, Retirement Income Management, Retirement Planning
Summit Brokerage Services (888) 891-6083
101 Commerce Dr Unit A Loveland, OH 45140-7701 View on Map (888) 891-6083
Compensation Method: Commission and Fee Minimum Investable Assets: $5,000 Languages: English
Specialties: Debt Management, Estate Planning, Investment Management, Investment Planning, Men's Finances, Retirement Planning, Risk Management
Mosaic Strategic Partners LLC (937) 609-9052
7317 Whitehall Dr Dayton, OH 45459-3463 View on Map (937) 609-9052
Specialties: Accounting, Business Succession Planning, Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Small Business Planning
Partners In Planning, LLC (513) 618-6450
11427 Reed Hartman Hwy Ste 137 Cincinnati, OH 45241-2418 View on Map (513) 618-6450
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management, Investment Planning
Robert W. Baird (614) 629-6932
10 W. Broad St Suite 2500 Columbus, OH 43215-3484 View on Map (614) 629-6932
Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Artifex Financial Group (937) 938-6162
2305 Far Hills Ave Ste 206 Dayton, OH 45419-1514 View on Map (937) 938-6162
Retirement Corporation of America (513) 605-3570
10300 Alliance Rd Ste 100 Blue Ash, OH 45242-4734 View on Map (513) 605-3570
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Ameriprise Financials Svs Inc (330) 628-8064
3333 Massillon Rd Suite 110 Akron, OH 44312-5993 View on Map (330) 628-8064
566 Redfield Lane Copley, OH 44321-2860 View on Map (330) 256-1375
Specialties: Comprehensive Financial Planning
Clarify Wealth Management (513) 381-0001
50 E Business Way Ste 100 Cincinnati, OH 45241-2398 View on Map (513) 659-4668
20 Clubhouse Ln Apt E Fairfield, OH 45014-8263 View on Map (513) 381-0001
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Investment Management, Investment Planning, Life Planning, Retirement Planning, Wealth Management
Merrill Lynch (513) 792-1161
5151 Pfeiffer Road Suite 100 Cincinnati, OH 45242-4854 View on Map (513) 792-1161
Specialties: Asset Allocation, Retirement Income Management, Retirement Planning
Lenox Wealth Management, Inc. (513) 618-7080
8044 Montgomery Road Ste 480 Cincinnati, OH 45236-2926 View on Map (513) 618-7080
Compensation Method: Fee Only Minimum Investable Assets: $1,000,000 Languages: English
Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Life Planning, Risk Management, Tax Planning
Whitehall Financial Services, (513) 939-1075
4015 Executive Park Dr., Ste. 300 Cincinnati, OH 45241-4015 View on Map (513) 733-0132
Compensation Method: Commission and Fee Minimum Investable Assets: $50,000 Languages: English
Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
FSM CAPITAL, LLC (216) 916-8424
2000 Auburn Dr #330 Cleveland, OH 44122-4327 View on Map (216) 916-8424
Cambridge Financial & Tax Advisors, (614) 414-0600
830 E Johnstown Rd Ste A Gahanna, OH 43230-3815 View on Map (614) 414-0600
MorganStanleySmithBarney (513) 762-5213
7755 Montgomery Rd Ste 200 Cincinnati, OH 45236-4325 View on Map (513) 762-5213
Wells Fargo Advisors (740) 773-9444
109 W Main St Chillicothe, OH 45601-3107 View on Map (740) 773-9444
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Elder Care, Estate Planning, General Financial Planning