Expertise.com Homepage

2024

Last updated:

Best Financial Advisors in Cincinnati, OH

Our Recommended Top 18

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Cincinnati Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

94Reviewed

63Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Cincinnati, OH
WebsiteLicense: 169576

Expertise.com Rating

Review Sources

Google
4.1 (9)

Why choose this provider?

Venturi Private Wealth is a management firm serving Cincinnati residents. Since 2015, it has been helping people navigate the complexities and opportunities that come with significant wealth. The team provides financial planning solutions to enable clients to monitor their progress over time. It determines individuals' timelines, analyzes cash flow needs, and establishes goals and priorities. It also helps business owners, founders, CEOs, and ultra-high-net-worth families minimize their tax exposure through its holistic planning services.

  • Charitable Giving Strategies
  • Alternative Investments
  • Tax Planning
  • Private Wealth Advisor
  • Investment Management
  • Equity Compensation Planning
  • Private Foundation Management
  • Trust and Estate Planning
  • Business Exit Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Cincinnati, OH
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

West Chester, OH 45069

Expertise.com Rating

Why choose this provider?

Harvest Financial Advisors works with clients in Cincinnati and across the country to help them build a secure financial future. The company's advisors take a proactive approach to designing strategies tailored for success in the areas of retirement planning, investment management, minimizing taxes, estate planning as well as risk mitigation, college planning, divorce solutions, and philanthropy. Services are always dedicated to the best interests of the client and managed in a cost-effective way for maximum value.

Cincinnati, OH 45247

Expertise.com Rating

Review Sources

Google
5.0 (4)
Facebook
5.0 (1)

Why choose this provider?

HCM Wealth Advisors has been serving the financial needs of individuals and families in the Cincinnati, Ohio, area for nearly three decades. The company offers a full range of professional services, including college savings planning, retirement planning, and financial and investment planning, all provided by a team of seasoned financial experts. The company also provides specialized tools to help clients evaluate stock options, maximize investment growth, and build a secure financial future. Additionally, it provides comprehensive tax and accounting services. Whatever the clients' needs and vision, the team at HCM Wealth Advisors is there to help.

4555 Lake Forest Drive, Cincinnati, OH 45242

Expertise.com Rating

Why choose this provider?

The Rosselot Financial Group in Cincinnati provides financial advisory services to individuals in several US states. The company helps clients with financial planning, helping them through funding recommendations, portfolio and insurance need analyses, and investment selections. The Rosselot Financial Group also has an online portal called Life View, where important financial information is consolidated and used for data aggregation, allowing the firm to have a clearer picture of each client's financial needs and offer more proactive advice.

  • Certified Financial Planner (CFP)

5968 Bridgetown Road, Cincinnati, OH 45248

Expertise.com Rating

Why choose this provider?

Souders Financial Group Inc. is an independent advisory firm in Cincinnati. Founded in 1992, the company guides individuals, families, and businesses in creating plans to establish financial security. Its services include investment management, financial planning, and insurance planning. As independent advisors, it provides non-proprietary financial products and services to construct investment portfolios tailored to the clients' goals. The firm is affiliated with Private Client Services and Charles Schwab, which serve as custodians for advisory assets. Daniel Souders, president and founder, is a Certified Financial Planner.

  • Retirement Planning

312 Walnut Street, Cincinnati, OH 45202

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

The Evelo Singer Sullivan Group is a wealth management company serving clients in Cincinnati. It provides a wide range of services that include net worth analysis, cash flow and asset management, and tax reduction strategies. In addition, the average private wealth advisor from the company has 19 years of experience in the financial services industry. Leadership is drawn from within Merrill Private Wealth Management. It includes managing directors Joseph H. Evelo, David L. Singer, and Linnell R. Sullivan, who have 108 years of combined experience.

  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Tax Planning

2142 Alpine Place, Cincinnati, OH 45206

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Carnegie Investment Counsel is a full-service financial planning firm that offers personalized financial guidance to clients in Cincinnati and the neighboring communities. Since its establishment in 1974, its team of financial advisors has assisted individuals and families in preserving and growing their wealth with a wide array of financial services such as portfolio management, personal financial planning, investment management, and retirement planning. Carnegie Investment Counsel also provides financial planning solutions for business owners, endowments, foundations, and non-profit organizations.

  • Estate Planning
  • Retirement Planning

3777 West Fork Road, Cincinnati, OH 45247

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Johnson Investment Counsel is a Cincinnati-based wealth management firm that has been serving the community and nearby areas for more than 50 years. The independent RIA offers a variety of financial solutions, including estate planning, asset and liability management, income tax planning, and business succession planning. Timothy E. Johnson, the firm's principal, founded the company in 1965. He authored three textbooks and has written several journal articles on finance. The University of Cincinnati also gave Timothy the Outstanding Professor of the Year award.

  • Estate Planning
  • Tax Planning

7755 Montgomery Road, Cincinnati, OH 45236

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Serving Cincinnati and nearby areas, Madison Wealth Management is a financial planning and investment management company that has been operating since 2000. It assists customers with estate planning, education planning, retirement planning, risk management, and stock option planning. Its professionals collaborate with attorneys, tax advisors, and insurance advisors to help customers achieve their financial goals. Madison Wealth Management has a diverse clientele that includes high-net-worth individuals, families, charitable foundations, and business owners. It also has offices in Northern Virginia and Washington, D.C.

  • Retirement Planning

7346 Beechmont Avenue, Cincinnati, OH 45230

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

THOR is a wealth management firm that has been operating in Cincinnati since 1992. It assists individuals and families in a wide range of aspects including financial planning, investment management, retirement planning, small business advisory, and wealth transfer. Tax planning and preparation services are also available. Its team coaches different kinds of clients regarding financial solutions, such as high-income earners, busy couples, and career-oriented individuals. The firm's owner, James E. Gore, previously worked as a cook, glassier, and accounting intern before transitioning into investment management.

  • Private Wealth Advisor
  • Retirement Planning

117 East 4th Street, Covington, KY 41011

Expertise.com Rating

Review Sources

Facebook
5.0 (9)
Google
5.0 (2)

Why choose this provider?

Founded in 2005, Legacy Financial offers its services to families and individuals in the Cincinnati metro. It provides a range of financial services, including retirement and estate planning. The company also guides clients with their investments and helps them acquire life, long-term care, and disability insurance. Legacy Financial brings more than 200 years of combined industry experience. Managing principal Michael Maisel has been in the financial industry for two decades. He is a wealth management specialist and Registered Financial Consultant.

  • Estate Planning
  • Insurance Products

10250 Alliance Road, Cincinnati, OH 45242

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Freeman Heyne Toma is a financial advisor serving clients in Cincinnati. It assists clients in achieving their financial goals through portfolio management, retirement planning, alternative investments, and estate planning. The firm's independently managed financial advisors offer a variety of products and services from several providers. One of which is Cetera Financial Group, which has grown to manage more than $110 billion in client assets over the last 30 years. Managing partner Brian Toma designs and selects the investments of the Freeman Heyne Toma Investment Committee.

  • Certified Financial Planner (CFP)

250 Grandview Drive, Fort Mitchell, KY 41017

Expertise.com Rating

Why choose this provider?

Broadview Financial Advisors caters to clients in Cincinnati. This independently owned financial advisory firm guides clients in using tools and creating strategies as they go through each phase of their financial life. It created an approach in handling finances for private individuals called ARC process or Achieving Retirement Clarity by performing cash flow analysis and incorporating risk management tools. Moreover, it utilizes the RISK process or Retirement Income Survivor Kit, where clients are guided in planning their income for their retirement while calculating the risks.

  • Retirement Planning
  • Business Formation

Attorney Information

Attorney NameBar StatusExperience
Thomas Moore - President/ShareholderActive8 yrs

7755 Montgomery Road, Cincinnati, OH 45236

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Established in 1997, Foster & Motley offers financial advice to individuals, families, and business owners in Cincinnati to help them achieve their financial goals. Its team of financial planners and investment managers provides comprehensive and personalized wealth management services such as net worth and cash flow analyses, stock option planning, retirement analysis, charitable giving, college planning, and insurance analysis. Additionally, the firm offers investment advisory services for endowments, foundations, insurance companies, corporations, charities, and non-profit organizations.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

9999 Carver Road, Suite 130, Cincinnati, OH 45242
WebsiteLicense: 306909

Expertise.com Rating

Why choose this provider?

Octavia Wealth Advisors provides fiduciary-based financial and investment planning services to clients in Cincinnati. The company's advisors guide clients on their major financial decisions and help them assess whether their current strategies are aligned with their goals. They also assist clients with preparing their insurance, retirement, income, taxes, and estate plans. Luis Strohmeier, a partner and advisor at the firm, handles issues concerning international high net worth clients, medical professionals, and executives in mid-to-large domestic companies. His designations include CFP, CLU, ChFC, and CDFA.

  • Tax Planning
  • Certified Financial Planner (CFP)

9999 Carver Road, Cincinnati, OH 45242

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

Truepoint Wealth Counsel is a financial advisory firm that has been serving Cincinnati residents since 1990. The advisors employ a holistic approach to financial planning, investment management, estate planning, and risk management. They assess clients' financial ability to match their goals and determine an investment strategy to support the plan. Truepoint Wealth Counsel's team is comprised of financial professionals who hold various designations and certifications, such as CFP, CFA, CTFA, CAIA, CAP, and CPA.

  • Certified Financial Planner (CFP)

4665 Cornell Road, Cincinnati, OH 45241

Expertise.com Rating

Review Sources

Yelp
5.0 (6)

Why choose this provider?

Total Wealth Planning, LLC, provides a comprehensive view of clients’ financial life and all the factors that go into life planning. It assists clients with making personal decisions, setting realistic goals, and creating an achievable timeline. The company's financial advisors also help them manage their finances and investments while taking into consideration tax planning, professional moves, children, retirement, health care, and other priorities. The Cincinnati-based firm guides clients in gaining more comfort in their long-term financial security.

  • Retirement Planning
  • Business Formation

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Venturi Private Wealth
Cincinnati, OHVisit Website
SmartAdvisor by SmartAsset
Cincinnati, OHFree Consultation
Harvest Financial Advisors
West Chester, OH 45069
HCM Wealth Advisors
Cincinnati, OH 45247
The Rosselot Financial Group
4555 Lake Forest Drive, Cincinnati, OH 45242
Souders Financial Group Inc.
5968 Bridgetown Road, Cincinnati, OH 45248
The Evelo Singer Sullivan Group
312 Walnut Street, Cincinnati, OH 45202
Carnegie Investment Counsel
2142 Alpine Place, Cincinnati, OH 45206
Johnson Investment Counsel
3777 West Fork Road, Cincinnati, OH 45247
Madison Wealth Management
7755 Montgomery Road, Cincinnati, OH 45236
Thor
7346 Beechmont Avenue, Cincinnati, OH 45230
Legacy Financial
117 East 4th Street, Covington, KY 41011
Freeman Heyne Toma
10250 Alliance Road, Cincinnati, OH 45242
Broadview Financial Advisors
250 Grandview Drive, Fort Mitchell, KY 41017
Foster & Motley
7755 Montgomery Road, Cincinnati, OH 45236
Octavia Wealth Advisors
9999 Carver Road, Suite 130, Cincinnati, OH 45242
Truepoint Wealth Counsel
9999 Carver Road, Cincinnati, OH 45242
Total Wealth Planning
4665 Cornell Road, Cincinnati, OH 45241

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can businesses in Cincinnati benefit from implementing sound financial planning?

    Incorporating robust fiscal strategies dramatically boosts Cincinnati businesses' viability and earnings potential. By adopting a forward-thinking operational approach, these companies can optimize their processes, enhancing business efficacy. Additionally, well-structured financial planning bolsters their prospects of procuring loans and entices prospective backers. Timely, detailed fiscal reports equip the city's business leaders with the tools to make informed decisions, thus minimizing the chances of premature business cessation.

  • What role do financial analysts in Cincinnati play in helping companies manage and reduce their debt-to-capital ratio to make them more attractive to investors?

    Financial professionals in Cincinnati aid corporations by diminishing their indebtedness ratio, consequently enhancing their attractiveness to potential investors. This is realized by refining stock control, altering the firm's financial obligations, and applying strategies to escalate profitability. They initiate a thorough review of the corporation's current liabilities, incorporating loans and credit card balances, enabling them to devise a comprehensive debt control strategy. This blueprint addresses pivotal concerns and structures debt repayment, generally favoring high-interest liabilities.

  • What are the advantages of investment-grade bonds over treasury bonds for investors in Cincinnati?

    Investment-grade bonds offer investors in Cincinnati enhanced earning prospects and broader diversification options. While they carry a slightly higher credit risk due to their corporate origin, compared to treasury bonds, they frequently promise more substantial returns. This potential for increased yield can significantly elevate the income derived from an investor's bond portfolio. Furthermore, investment-grade bonds empower Cincinnati investors to distribute their investments across a broad array of sectors and industries.

  • What role does The Ohio Bankers Foundation play in improving financial literacy and cultivating banking talent in Cincinnati?

    The Ohio Bankers Foundation serves as a proactive force to improve financial literacy and cultivate the next wave of banking talent in Cincinnati. By uniting banks, they orchestrate comprehensive efforts to tackle issues of financial unawareness and slow industry growth. Their strategies are fueled by tax-deductible and CRA credit-eligible donations from member banks and specifically include the implementation of financial education programs and the provision of scholarships for advanced studies.

  • What are the advantages of investing in a Roth IRA for Cincinnati residents considering retirement planning?

    For Cincinnati residents planning for retirement, a Roth IRA offers tax advantages, no mandatory distributions during the account holder's lifetime and tax-free inheritance for beneficiaries. Dollars invested are already taxed, providing a strategic long-term tax benefit. This IRA type, unlike others, doesn't necessitate minimum withdrawals during the holder's life, allowing continuous tax-free growth. Furthermore, any remaining funds after the account owner's death pass to their heirs tax-free.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.