Financial Advisors in Beavercreek, Ohio (Montgomery County)

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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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

Christina Povenmire, CFP, MBA

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

William Leuby, CFP, CPA, JD

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

Joseph Baumann, BA, CFP
Full retainer clients can expect sound, comprehensive, holistic advice across the spectrum of financial planning with delivery of recommendations tailored to meet each client's unique circumstances. With clients from various stages of the life cycle/financial cycle, I am well-qualified to provide excellent counsel to new parents, as well as those facing job displacement, rapid financial accumulation, financing higher education for children, self-employment, retirement, estate planning and distribution of assets. We also provide notary services on site for our clients' convenience. ... See More

Sana Haque, CFP, MBA
Please visit our website www.gianolafinancial.com.

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

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

Lori Embrey, CFP, MS

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