Financial Advisors in Lima, Ohio (Allen County)

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

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

Providing Comprehensive Financial Planning by addressing the following areas: Investments, Cash Flow Planning,
Minimizing Taxes and Estate Planning

Insurance blog covering a wide range of topics including life insurance, vehicle, wage, professional liability, lender- required, key employee, flood, mortgage, travel, casualty, agricultural, health and home insurance etc. For more information, visit: http://webofinsurance.net/ and http://webofinsurance.net/category/commercial/.... 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

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

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

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

Pre retirement planning

Tax planning

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