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Financial Advisors in Ohio

rebel Financial
Columbus, OH
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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 righ... See More

Highlights: Professional Wealth Management, Charitable Planning, Advisory And Investment Management, Fee Only, Certified Financial Planner, Sustainability, Independent Investment Advisor, College Planning, IRA, Rollover Of 401k Or IRA, Income Tax Planning, Financial Planning, Debt Management, Financial Planning Advice And Services, Investment Management, Business Planning, Investment Services, Young Investors, Investment Consulting, Socially Responsible Investments
Over Coffee Financial
Painesville, OH
Visit Over Coffee Financial

We offer scientifically-based investment management, comprehensive financial planning, and effective tax advice to help you reach your financial goals.
We don't believe in making things unnecessarily complex and strive to provide straightforward, ho... See More

Highlights: Tax Preparation and Representation (Enrolled Agent), IRA, Financial Planning Advice And Services, Retirement Distribution Plan, Income Tax Planning, Mutual Funds, Certified Financial Planner, College Planning, Independent Investment Advisor, Wealth Management, Estate Planning, 401k Rollover, Women's Issues, Asset Protection, Special Needs Planning, Young Investors, Rollover Of 401k Or IRA, Fiduciary, Investment Management, Comprehensive Financial Planning

We are a fee-only comprehensive financial planning firm focused on serving couples and individuals between the ages of 30-50.

Highlights: Registered Investment Advisor, Fiduciary, Certified Financial Planner, Middle Income, Fee-Only, Independent Investment Advisor, NAPFA Member, Comprehensive Financial Planning
FinancialFamilies
Carroll, OH
Visit FinancialFamilies

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 man... See More

Highlights: Education Planning- Fee-Only, MBA, Fiduciary, Investment Advisory, IRA, Family Financial Planning, Personalized Investment Management And Advice, Goal Planning, Comprehensive Financial Planning, Financial Planning For Women, Cash Management & Budgeting, Goal Setting, Income Tax Planning, Certified Financial Planner, Retirement Income Planning, Retirement Planning, Financial Planning Advice And Services, Professional Wealth Management, CFP®, Financial Planning
Visit Lisa G. Hay, CPA, CFP®, RICP®, AIF®, CKA® - Fee Only CERTIFIED FINANCIAL PLA

I help bring clarity to the complex world of investment management, tax planning, estate planning, retirement and other life and career transitions, so that the stress of unresolved financial issues is replaced by the peace of mind that comes from kn... See More

Highlights: Specialize In Retirement Planning And Retirement Distribution, Financial Planning, Retirement Withdrawal Strategies, Retirement Planning & Investing, Sustainability, Portfolio Management, Legacy Planning, Financial Planning Advice And Services, Fiduciary, Investment Review And Planning., Comprehensive Financial Planning, Socially Responsible Investments, Financial Planning For Women, Fee Only, Fiduciary Advisor, Professional Wealth Management, Rollovers, 401k Rollover, Executive Benefits, CPA
Visit Securus Financial Strategies

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 con... See More

Highlights: Investment Consulting, Life Insurance, Investment Review And Planning., Independent Investment Advisor, 401K Consulting, Fee Based Investing, Financial Planning Association Member, Financial Planning Advice And Services, Retirement Solutions & Planning, Mutual Funds, Retirement Distribution Plan, Rollover Of 401k Or IRA, Portfolio Management, Retirement Income Planning, Financial Advisor, Middle Income, Investment Advisory, MBA, Stocks, Comprehensive Financial Planning
Visit Artifex Financial Group, LLC

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

Pre retirement planning

Tax planning

Highlights: College Planning, Corporate Bonds, Professional Wealth Management, 401K Consulting, Retirement Distribution Plan, Fee Only, Asset Protection, IRA, Divorce Planning, Independent Investment Advisor, Investment Policy Statements, ETFs, Family Financial Planning, Legacy Planning, Pension Plan Design & Management, Business Planning, Fiduciary, Women's Issues, CFP ®, Investment Services
Visit Douglas P. Kinsey of Artifex Financial Group, LLC

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

Highlights: Pension Plan Design & Management, Wealth Management, Investment Policy Statements, International Financial Planning, NAPFA Member, Socially Responsible Investments, Divorce Planning, Synergistic Portfolio Planning, Estate Planning, Asset Protection, Disability Income & Long Term Care Insurance, Middle Income, Fiduciary, Women's Issues, Independent Investment Advisor, Retirement Distribution Plan, Professional Wealth Management, Family Financial Planning, Investment Consulting, Trustee Services
Johnson Investment Counsel
Brecksville, OH
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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... See More

Practical Financial Planning
Chagrin Falls, OH
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Kenneth Robinson, CFP, JD
Serving Independent professional women Public sector professionals (OPERS, STRS Ohio, SERS, FERS) Medical professionals College professors
We are a holistic financial advisory firm. We believe the best financial well-bei... See More

Visit Family Wealth Advisory Group

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 amon... See More

Lenox Wealth Management
Cincinnati, OH
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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, Leno... See More

Conscious Life Planning
Cincinnati, OH
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Christopher McLaren, CFP, ChFC

Visit Trinity Wealth Management, LLC

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 ... See More

Foster & Motley, Inc.
Cincinnati, OH
Visit Foster & Motley, Inc.

Lucas Hail, CFP, MBA
Foster & Motley, Inc. is a fee-only wealth management firm. Our mission is to assist clients so they can achieve their financial goals. We provide comprehensive financial planning as well as ongoing investment management. Our hal... See More

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