Financial Advisors in Ohio

Paul Dolce, CFP, MBA
Financial Solutions LLC (Financial Solutions) is an independent investment advisory firm providing personal financial planning solutions on a fee-only basis.
We provide financial advice, guidance, and education to clients from all walks of life. We have no income or net worth minimums. Fees are determined on a time-based, or fixed-fee basis. All fees are fully disclosed before an engagement begins.
We are fiduciaries. We do not receive commissions, sell financial products or charge fees based on a percentage of clients' assets or net worth. Our clients include young families, corporate employees, business owners, professionals, and many others.
We use a common-sense, educational approach to develop understandable, no-nonsense solutions specifically tailored to each client's unique situation. We believe that financial planning does not have to be rocket science to be effective....in fact, simpler is usually better.
Paul Dolce is the founder of Financial Solutions LLC. Paul's Qualifications Include: -MBA, Finance/Accounting, The Ohio State University -Certified Financial Planner ™ professional -Adjunct Instructor, The Ohio University's CFP Program (Tax Planning) -25+ years' experience in corporate finance, and financial services -Mentor in The Ohio State University MBA Mentorship Program -Advisor to Ohio State's Student Financial Planning Association -Very active in Columbus' financial planning community through memberships in multiple organizations Please visit our website at www.FinancialSols.com to learn more about our services and our professional qualifications. ... See More

Adam Koos, CFP
Libertas Wealth Management Group is a multi-award winning, fee-only financial planning and portfolio management firm located in Columbus, Ohio. We primarily work with two types of client: Individuals and Couples - Conducting at least three appointments as we put together a full-blown financial plan and comparative analysis with recommendations on the third meeting. Corporations and Non-Profits - Educating employees, increasing retirement plan participation rates, and managing retirement plan portfolios as a 3(38) fiduciary, and
Through the use of trend-following, relative strength, sector/country rotation, and other methods of technical analysis, our firm aims to capture as much upside in the markets as possible, while at the same time avoiding as much of the downside during downard cycles and crashes. We want to ensure you get to retirement on time, and most importantly, when you retire, protect your money so that it lasts longer than you.... See More

Dean Schuler, CFP, CLU
Our Story
In 1985, a group of financial experts came together and rallied around a simple idea: To help people eliminate the stress usually associated with planning for their financial future.
We wanted to make things less complicated. More approachable. More understandable. More relevant.
We knew that if we could help people understand things better, they could make better decisions.
And if they made better decisions, they could feel more comfortable.
And if they felt more comfortable, they could move more confidently toward achieving their goals.
It’s a pretty simple idea, really. And it’s the idea that has guided us at PDS Planning, Inc. from the very beginning.
Today, PDS Planning is an independently owned, Registered Investment Advisory firm with clients in 20 states and more than $490 million in assets under management.
We are not affiliated with any broker, bank, accounting firm, law firm or insurance company. We are accountable only to our clients and have only their best interests at heart, fully embracing the concept of fiduciary responsibility.
As a result, we have built solid, long-lasting relationships, a number of which have lasted for multiple generations. We are consistently ranked among the top fee-only financial planning firms in central Ohio*. And we’re recognized as one of the top independent fee- only wealth management firms in the country**.
Our promise to our clients: To make the process of planning and acquiring life’s riches as rewarding as attaining them.
*Columbus Business First, April 2016
** Financial Advisor Magazine, July 2015... See More

Shawn Ballinger, CFP
Our Philosophy We are client-centric, pure and simple.
The principals established our firm with the intention of creating a consultative environment that would attract “the best and the brightest” minds in the financial planning profession. The vision was to create a unique, proactive approach to wealth management that would assist high net worth clients in achieving their goals and objectives. By creating a fee-only practice, we removed many of the conflicts of interest that often arise when associates are paid by commission on the products and services they recommend. Simply put, we feel this is the only way to deliver objective advice to clients with complex financial needs. Although the firm has experienced substantial growth since its founding in 1979, our goal remains to create customized solutions for each client, and to build long-term relationships with them. Our greatest compliment comes from the numerous referrals provided by our existing clients.... See More

Thresa Alexander, CFP, MSFS
Alexander Financial Planning, Inc. is an independent "fee-only" firm providing personal financial planning and investment management to individuals and families. Established in 1997, AFP is uniquely one of the few female owned Registered Financial Planning firms. We utilize our experience and knowledge to guide our clients through the maze of decisions that very often need to be made. Our primary commitment is to your long-term financial success.

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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

Douglas Lynch, CFA, CFP, CPA
Our mission is to help individuals within 15 years of retirement, retirees and surviving spouses achieve their financial goals by developing an appropriate investment game plan, minimizing taxes and helping them to make the best financial decisions. To our prospective clients, we welcome the opportunity to help you achieve your financial goals and to serve as your retirement wealth manager.... See More

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 Tisler, CFP
Epic Financial, LLC provides clients with comprehensive financial planning and investment management services. Epic Financial is a passion driven, fee-only firm focused on helping the medical community, young professionals, families and those nearing retirement plan and work toward their unique vision of a great life. To schedule a meeting or contact us directly visit Epic Financial's contact page. Don't worry we won't be annoying or spam you!... See More

Bryan Glancy, CFP

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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Debbie Price, CFP, CPA, JD
Price Planning is a fee-only financial planning and investment advisory firm. Tailored to meet our clients' individual needs, our services range from project-oriented consultations to long-term, comprehensive financial planning. Please visit our website at www.priceplanning.com .... See More

Jason Burkholder, CFA, CFP
New Legacy Financial Group's mission is toprovide comprehensive financial planning with institutional quality service, in order to help clients realize financial independence.

Scott Haley, CDFA, CFP, EA
Prelude Financial is a financial planning and investment management firm with a strong belief that with the right guidance and planning, you can live your best financial future. Whether you are looking to save for your retirement, help your kids with education or looking to maximize your retirement planning. You set your goals and bring them to us, and we will work with you to take control of your finances to live the life you envision.
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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