Financial Advisors in Ohio

rebel Financial is a truly independent fee-only Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the right thing for people in an industry that has become almost entirely concerned with their own profit margins. This is our fundamental rebellion, that we care more about our clients well-being than our own profit margins, and hence why we are rebel Financial. Please read more about our company at: www.rebelfinancial.com

We specialize in Business, Retirement, and Estate Planning. We have the ability to manage our clients assets through multiple custodians and place insurance business with a wide variety of insurance carriers. We are fiduciaries in everything we do for our clients and are proud to hold ourselves to this high standard.... See More

With a proud focus on loving families, FinancialFamilies is able to deliver the first-class fee-only financial planning and investment management services parents expect from a NAPFA member fiduciary. By exclusively serving families who intend to manage their financial and personal success on a continual basis, annual retainer services are particularly well enhanced and refined.... See More

The financial management process at Securus Financial Strategies begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run. We work with you side by side so that you`re confident in and comfortable with the financial suggestions we make.

We take a team approach to financial plannning and will work with your accountant or attorney to ensure that your financial plan is implemented in a coordinated manner.

Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC. Advisory Services offered through American Portfolios Advisors, Inc a SEC Registered Investment Advisor.

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Fee-Only Financial Planning and Investment Management. 401(k) Plan design and installation. Fiduciary consulting services.

Pre retirement planning

Tax planning

Financial planning in Oakwood, OH 45419 and additional locations in Blue Ash and Dublin, OH

Robert Grossheim, CFP, CLU
The Family Wealth Advisory Group, LLC is a fee only financial advisory organization on a mission to continually assist our clients in identifying, utilizing and transferring their families traditions, wealth and values among current and future generations.... See More

Matt Will, CFP
The goal of most financial firms is to make things overly complex, so you give up and hand over control of your money. It's an approach designed to profit from your lack of financial confidence. At Wealth Accel we take a different approach. We empower our clients to become active participants in their financial life. We provide targeted financial advice focused on helping you with the big decisions and teaching you how to manage the rest.
Learn more about us and our initial planning process by visiting our website www.wealthaccel.com, or call us today at .... See More

William Leuby, CFP, CPA, JD

Anne Lame Megerle
Lenox Wealth Management provides independent and objective financial planning, wealth management and family office services to high net worth individuals and their families. Since our founding in 1887 by William Cooper Procter, Lenox has provided a level of financial expertise and service that has made us a valued and trusted partner with our clients. We create and execute comprehensive financial strategies to help our clients achieve their lifestyle dreams. We simplify our clients' lives by providing personalized service and advice on major decisions that impact their financial future. In short, we worry about our clients' financial concerns “so they can sleep soundly at night.”... See More

J. Brock Dexter, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Trinity Wealth Management, LLC (TWM) is an independent Registered Investment Advisor licensed in the state of Ohio. While our primary focus is wealth management for high net worth clients, we offer a broad range of services for clients with varying needs. We combine comprehensive financial planning with on-going investment advisory service to achieve our clients' stated goals and objectives. Our areas of expertise include executive compensation, such as long-term incentive and deferred income plans; retirement plan selection, accumulation, and distribution planning; college funding for affluent families not eligible for financial aid; tax reduction strategies and cash flow management. Clients generally require $300,000 of investable assets to optimize using our services, but we evaluate each case on an individual basis. We pride ourselves on placing the needs of our clients ahead of those of ourselves or our firm. Integrity, Commitment, and Experience are our hallmarks.... See More

Anthony Kure, CFP, MBA
Johnson Investment Counsel is a fee-only, comprehensive financial planning firm that specializes in retirement planning for recent retirees and busy professionals who are planning to retire within the next 15 years. We provide tax efficient investment strategies, detailed cash flow modeling, tax planning, portfolio risk analysis, Roth conversions and "bond ladder" strategies. Our mission is to provide our clients with the most tax efficient methods to meet their cash flow needs in retirement. ... See More

Robert Gerstemeier, CEA, CFP, EA, MBA
Gerstemeier Financial Group, LLC offers financial planning, investment management, and income tax preparation services for individuals, small businesses, charities, and corporate retirement plans. The firm was created to provide customized solutions to meet the goals and objectives of our clients. We recognize that in today's fast paced and complex world, there are no easy solutions to the concerns and issues we face in our financial lives.
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Adam Zuercher, CFP, CPA/PFS, CPA
Hixon Zuercher Capital Management is a dynamic fee-only wealth management firm located in Findlay, Ohio. We have over $110 million in assets under management and experience serving successful individuals and families since 2002. Our wealth advisers have some of the most advanced financial and investment certifications in the industry which makes the Hixon Zuercher team uniquely positioned to serve our clients.... See More

Andrew Kerns, CFP, RTRP
Accountable Financial Planning LLC (Westerville, Ohio) was founded in 2009 by Andy and Katy Kerns as an independent financial planning firm and Ohio Registered Investment Advisor. We are dedicated to making comprehensive fee-only financial planning available to clients from all backgrounds and stages of life. We are committed to providing exceptional advice and service and to placing the interests of clients first at all times.... See More

Christopher McLaren, CFP, ChFC