Expertise.com

Best Financial Advisors in Cincinnati

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
Venturi Private Wealth logo
FEATURED
Visit WebsiteWebsite

License Verified:

License: 169576

Investment Adviser Public Disclosure Database, SEC

Schedule A Call

Venturi Private Wealth

Visit WebsiteWebsite
Cincinnati, OH
  • Business Exit Planning
  • Charitable Giving Strategies
  • Private Foundation Management
  • Equity Compensation Planning
  • Tax Planning
  • Alternative Investments
  • Investment Management
  • Trust and Estate Planning
  • Private Wealth Advisor

Business Description

Venturi Private Wealth delivers a variety of financial advisory solutions to clients situated in Cincinnati. The firm counsels individuals on how to manage their personal wealth and offers guidance on methods for minimizing tax dues and investments. The crew has experience with alternative money-growing measures like private equity funds and real estate. Business exit planning options are also on hand for proprietors who wish to maximize liquidity after winding down. Venturi has been active since 2015.

License Verified:

License: 169576

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Google
3.9 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Schedule A Call

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Cincinnati, OH
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Allworth Financial logo
Visit WebsiteWebsite

Allworth Financial

Visit WebsiteWebsite
7890 East Kemper Road, Cincinnati, OH 45249
  • Retirement Planning

Business Description

Allworth Financial is a financial advisory firm with an office in Cincinnati that has been serving the tri-state area for more than 25 years. The company focuses on guiding individuals and business owners on planning their retirement. It offers a wide variety of financial solutions, including investment management and estate planning. The Cincinnati office is also the home of Simply Money, the daily radio show on 55KRC that provides breakdowns on how financial headlines impact people and their money.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Facebook
5.0 / 5 (24)
Google
3.9 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Broadview Financial Advisors logo
Visit WebsiteWebsite

Broadview Financial Advisors

Visit WebsiteWebsite
250 Grandview Drive, Fort Mitchell, KY 41017
  • Retirement Planning
  • Business Formation

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Carnegie Investment Counsel logo
Visit WebsiteWebsite

Carnegie Investment Counsel

Visit WebsiteWebsite
2142 Alpine Place, Cincinnati, OH 45206
  • Estate Planning
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Formidable logo
Visit WebsiteWebsite

License Verified:

License: 167555

Investment Adviser Public Disclosure Database, SEC

Formidable

Visit WebsiteWebsite
221 East Fourth Street Suite 2700, Cincinnati, OH 45202
  • Certified Financial Planner (CFP)
  • Insurance Products

Business Description

Formidable is a group of financial advisors providing services for clients in and around the Cincinnati area. It performs financial planning and insurance services, offering options for formidable fund and asset management. The company's team comes with a cumulative industry experience that exceeds 100 years. Its CEO, managing partner, and founder, Will Brown, previously worked with Cincinnati Mayor's Task Force on Immigration. He was the president and board member of the Mount Lookout Community Council.

License Verified:

License: 167555

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
5.0 / 5 (3)
Google
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Foster & Motley logo
Visit WebsiteWebsite

Foster & Motley

Visit WebsiteWebsite
7755 Montgomery Road, Cincinnati, OH 45236
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Freeman Heyne Toma logo
Visit WebsiteWebsite

Freeman Heyne Toma

Visit WebsiteWebsite
10250 Alliance Road, Cincinnati, OH 45242
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Harvest Financial Advisors logo

Harvest Financial Advisors

West Chester, OH 45069

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
HCM Wealth Advisors logo

HCM Wealth Advisors

Cincinnati, OH 45247

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Johnson Investment Counsel logo
Visit WebsiteWebsite

Johnson Investment Counsel

Visit WebsiteWebsite
3777 West Fork Road, Cincinnati, OH 45247
  • Estate Planning
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Legacy Financial logo
Visit WebsiteWebsite

Legacy Financial

Visit WebsiteWebsite
117 East 4th Street, Covington, KY 41011
  • Estate Planning
  • Insurance Products

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (9)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Madison Wealth Management logo
Visit WebsiteWebsite

Madison Wealth Management

Visit WebsiteWebsite
7755 Montgomery Road, Cincinnati, OH 45236
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Octavia Wealth Advisors logo
Visit WebsiteWebsite

License Verified:

License: 306909

Investment Adviser Public Disclosure Database, SEC

Octavia Wealth Advisors

Visit WebsiteWebsite
9999 Carver Road, Suite 130, Cincinnati, OH 45242
  • Tax Planning
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 306909

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Souders Financial Group Inc. logo
Visit WebsiteWebsite

Souders Financial Group Inc.

Visit WebsiteWebsite
5968 Bridgetown Road, Cincinnati, OH 45248
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Evelo Singer Sullivan Group logo

The Evelo Singer Sullivan Group

312 Walnut Street, Cincinnati, OH 45202
  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
The Rosselot Financial Group logo

The Rosselot Financial Group

4555 Lake Forest Drive, Cincinnati, OH 45242
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Thor logo
Visit WebsiteWebsite

Thor

Visit WebsiteWebsite
7346 Beechmont Avenue, Cincinnati, OH 45230
  • Private Wealth Advisor
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Total Wealth Planning logo
Visit WebsiteWebsite

Total Wealth Planning

Visit WebsiteWebsite
4665 Cornell Road, Cincinnati, OH 45241
  • Retirement Planning
  • Business Formation

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Truepoint Wealth Counsel logo
Visit WebsiteWebsite

Truepoint Wealth Counsel

Visit WebsiteWebsite
9999 Carver Road, Cincinnati, OH 45242
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail