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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Cincinnati, Ohio, is the third largest city in Ohio. If you live in Cincinnati, you may love your long-standing traditions and treasure your sense of assured security. So, having the right financial plan and investments in place is perhaps also high on your list of priorities for you and your family. There are over 2000 financial advisors in Cincinnati and it is perhaps a bit difficult to figure out whom to trust and how to begin your search to research and find the best advisor that would fit all your specific financial requirements. The cost of living in Cincinnati is 8% less than the national average. So how do you take advantage of living here and saving enough to build your financial future? Here is where perhaps WiserAdvisor can help.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Cincinnati, Ohio.
Cincinnati
has
7
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Cincinnati,
Ohio
have an average of
26
years of experience.
NOTE: The list of vetted financial
advisors in
Cincinnati,
Ohio
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Cincinnati, Ohio.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Dan Brown
CWS NATIONAL WEALTH MANAGEMENT GROUP / LPL FINANCIAL 11260 Chester Rd Suite 250, Cincinnati, OH 45246 |
26 Years | $40,000,000 | $25,000 | Fee-Based |
|
Retirement Corporation of America
AWMA®, CFP®, CRPS®, CRPC®, APMA® 10300 Alliance Road, Site 100, Cincinnati, OH 45242 |
37 Years | $70,000,000,000 | $100,000 | Fee-Based |
|
Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF) TOTAL WEALTH PLANNING 4665 Cornell Rd, Suite 160, Cincinnati, OH 45241 |
35 Years | $1,000,000 | $5,000 | Fee-Only |
| Not Disclosed | $0 | Not Specified | Fee-Based | |
| 12 Years | Not Specified | $250,000 | Fee-Based | |
|
Rick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC® SCHEELER FINANCIAL GROUP 9078 Union Centre Blvd, Suite 202, West Chester, OH 45069 |
22 Years | Not Specified | $500,000 | Fee-Based |
| Not Disclosed | $249,000,000 | $500,000 | Fee-Only |
Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
11260 Chester Rd Suite 250,
Cincinnati,
OH
45246
Phone Number
513-391-3187
I started in the financial services business in 1996 ( Investments and Insurance). I became securities licensed (series 6,63,66, and 7) a few years later. I specialize in creating financial plans for individuals and families, and recommending the appropriate investments to help my clients achieve their goals. I received my Certified Wealth Strategist CWS designation in 2015.
LPL was Founded in 1989 , and currently has over 18,000 advisors, 800 financial partners , and Fortune 500 Company.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 6315979
Firm CRD# 283816
Series 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
10300 Alliance Road, Site 100,
Cincinnati,
OH
45242
Phone Number
513-769-4040
RCA traces its roots back to 1988, when the original advisory firm was formed by the Kiley family. From the very beginning, the RCA vision was focused on a disciplined process of helping clients create a customized Family Master Plan. This plan defines financial and lifestyle objectives and outlines specific investment strategies for helping accomplish those objectives. To this day, the same principles apply as RCA focuses on helping you define and reach your goals. Our purpose is to help provide a path, connecting you to the future you desire- whether you're investing for financial growth, preparing to send kids or grandkids to college, planning for your retirement, or working toward some other goal. We can help you understand your financial options, while addressing key risks you may face, to help build your achievable strategy. RCA'S dedicated and passionate team will work hard on your behalf to help bridge the gap between where you are and where you want to go. As your situation or objectives change, we will be here for you to discuss ways to adapt your Strategy.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
4665 Cornell Rd,
Suite 160,
Cincinnati,
OH
45241
Phone Number
513-984-6696
As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook. As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master's in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave's background and experience includes: - 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service. - Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association. - Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired - Five-Star Advisor through Paladin Registry - 2008 Reuters Top Advisor - Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States. Villanova University Bachelor of Science, Accounting Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.
For over 35 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.
Advisory Services Provided:
Financial Advice & Consulting
Qualifications
CRD# 7844143
Firm CRD# 171919
Series 7, 65, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
50 E. Rivercenter Blvd,
Suite 301,
Covington,
KY
41011
Phone Number
859-888-0356
Journey Advisory Group is a family and employee-owned firm. Launched in 2013, Journey Advisory Group is a SEC Registered Investment Adviser* specializing in investment management and financial planning. We partner with our clients to meet the needs of their life's journey: wealth management, college, retirement and estate planning, tax management and insurance. Clients are often faced with the unappealing choice between small, independent firms lacking expertise and depth, and large, impersonal, unresponsive organizations. Journey provides a unique alternative: sophisticated planning and investment expertise combined with exceptional personalized service.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5998829
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
176 Barnwood Drive Suite A,
Edgewood,
KY
41017
Phone Number
859-279-3361
Mark Josaitis founded Barnwood Capital Management in 2022 after twenty-two years of working in the finance industry. As a wealth advisor at Barnwood, Mark specializes in financial advising and planning, investment management, and retirement planning. He strives to help clients identify and manage their personal and financial goals. Mark attended the American College of Financial Services after attending Oakland University. Before his work at Barnwood, he worked at JP Morgan and Merrill Lynch. He has also obtained his Chartered Financial Consultant® designation. Mark is a Michigan native and lives in Batavia, Ohio with his wife, Karen, and their cats, Laney and Arlo. In his free time, Mark enjoys treasure hunting at antique shows and flea markets, exercising, and spending time outdoors.
At Barnwood Capital Management, our goal isnt to be the biggest we want to be the best for you. What matters most to us at Barnwood Capital Management is that you feel valued. We want you to feel listened to and understood when you voice your aspirations and concerns about your financial future. Outliving your money or having your retirement affected by inflation are real and valid concerns in the modern climate, so we want to make sure that tranquility is your biggest takeaway when working with us. We'll navigate through these concerns with you when handling your portfolio so that you can plan without worrying.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
9078 Union Centre Blvd, Suite 202,
West Chester,
OH
45069
Phone Number
513-883-6100
My objective is to help my clients gain a sense of clarity about their future, build a financial plan to get there and then implement by investing in the future. We care deeply about our clients - it is so much more than business to us. We take their success personally. Trust is essential for every relationship to be prosperous which is why I take the time to get to know the people I work with personally. As an independent advisor, the client is my sole consideration. I am committed to my candor, empathy, and dedication when prioritizing values and creating a holistic long-term plan.
We are an INDEPENDENT ADVISORY FIRM which allows us to be FOCUSED ENTIRELY ON YOU. We exist to provide a one-of-a-kind, high-end concierge experience. WE CARE PERSONALLY ABOUT YOUR SUCCESS!
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5169351
Firm CRD# 304207
Compensation/Fee Fee-Only
Office Location
2955 Exchange Place Blvd,
Miamisburg,
OH
45342
Phone Number
937-567-0646
We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life. We serve clients locally in our hometowns of Dayton and Cincinnati, Ohio, and across the United States through virtual and secure meetings. We draw on expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. As a fee-only and fiduciary financial firm, our team at Birchcreek Wealth Management is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice. Schedule a Call. We'll get to know each other, discuss how our process works, and review next steps.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 158 | 1444 | $79,457,379,980 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 84 | 39 | $26,738,929,617 | A percentage of AUM
|
|
| 80 | 3173 | $20,095,080,277 | A percentage of AUM, Fixed fees
|
|
| 133 | 185 | $19,848,561,829 | A percentage of AUM, Fixed fees, Performance Based
|
|
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
301 East Fourth Street, 27th Floor, Cincinnati, OH 45202 |
25 | 53 | $19,747,131,000 | A percentage of AUM, Fixed fees, Performance Based
|
| 151 | 15436 | $18,609,057,968 | A percentage of AUM, Fixed fees
|
|
| 21 | 39 | $8,827,745,567 | A percentage of AUM, Fixed fees
|
|
| 9 | 514 | $8,690,883,404 | A percentage of AUM, Fixed fees
|
|
| 77 | 5859 | $8,441,109,220 | A percentage of AUM, Fixed fees
|
|
| 1228 | 40143 | $7,982,892,401 | A percentage of AUM
|
|
| 93 | 10678 | $4,935,598,041 | A percentage of AUM, Fixed fees
|
|
| 31 | 6073 | $3,939,833,944 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 31 | 2231 | $3,900,159,084 | A percentage of AUM, Subscription fees, Fixed fees, Performance Based
|
|
| 13 | 2056 | $3,582,880,777 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (MUTUAL FUND REIMBURSEMENTS (SUB TA FEE))
|
|
| 16 | 6312 | $2,392,092,125 | A percentage of AUM
|
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
