Best Financial Advisors in Cincinnati

2022

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1TaxFinancial

1TaxFinancial is an Ohio Registered Investment Advisor firm that was founded in 2007 by CPA Clare Fazackerly. Clare has more than four decades of financial and tax experience, including being a certified financial planner and accredited financial counselor. 1TaxFinancial provides tax preparation, financial planning, and financial counseling services to clients in the Cincinnati area.

Allworth Financial

• Retirement Planning

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.

Bahl & Gaynor Investment Counsel

Bahl & Gaynor Investment Counsel is a portfolio management firm that's served the Cincinnati area since 1990. Every client receives a customized plan based on their investment goals, tax considerations, risk tolerance, and restrictions. The company also helps clients decide on socially responsible investing considerations. For clients with multiple assets, wealth management services are available.

Bartlett Wealth Management

Bartlett Wealth Management is a Cincinnati-based investment advisory service founded in 2012. The financial advisers follow a three-step process to meet each client's wealth management needs. After assessing each client's individual circumstances, the company creates and executes a plan to meet financial goals.

Berno Financial Management

Berno Financial Management was founded in 1993 and serves the greater Cincinnati area. The independent financial planning company assists individuals and families with implementing smart financial decisions. Clients receive ongoing wealth management, such as retirement planning, investment advice, income tax reviews, education funding plans, and insurance options. The company's goal is to accommodate clients in all stages of life.

Brilliant Advice

Brilliant Advice is a Cincinnati-based wealth management firm that creates individual plans and investment portfolios for each client. The firm aims to answer pressing client questions about financial security in an ever-changing market. In addition, it offers a free second opinion review, risk tolerance calculators, and fee calculator comparison tools.

Broadview Financial Advisors

• Retirement Planning
• Business Formation

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.

Carnegie Investment Counsel

• Estate Planning
• Retirement Planning

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.

Clear Perspectives Financial Planning, LLC

Clear Perspectives Financial Planning is an independent fiduciary financial planning firm in Cincinnati. The company employs certified financial planners, with an overall company membership in NAPFA, the FPA, the IARFC, and NSSA. Principal Advisor Carol Hoffman has nearly three decades of financial management experience. The company specializes in comprehensive financial planning for women-led households, P&G employees, and socially responsible investors.

Coastal Advisory Group

Coastal Advisory Group is an RIA firm that provides wealth management services to clients in the Cincinnati area. Company president Michael Mueller utilizes an open-architecture approach to investments. Client services include multi-generational wealth strategies, business and tax, estate, and college planning, as well as business succession and protection planning.

Conservative Financial Solutions, LLC

Conservative Financial Solutions, LLC is a team of caring wealth advisors with a passion for building lasting relationships with clients. No matter the client's needs the advisors provide up-to-date advice and practical tools for planning retirement, long-term healthcare, investing, and tax minimization. The company also assists in areas like 401(k) and IRA rollovers, wealth accumulation, and annuities. When clients need help with matters such as estate planning, charitable giving, and probate, the company has a list of preferred partners that provide even more professional services.

Constellation Wealth Advisors

Constellation Wealth Advisors is a wealth management company that provides financial solutions to Cincinnati clients. Co-founder Mike Veith has two decades of experience in the industry. Most of its clients are executives, small business owners, and entrepreneurs, and each client receives professional advice to provide financial clarity and wealth management strategies.

Discepoli Financial Planning

Discepoli is a Cincinnati-based, fee-only financial planning firm that's been in business for more than a decade. Clients go through a holistic planning process to help achieve financial independence. The company's main area of focus is integrating personal real estate and tax planning with other elements of a client's financial life.

Formidable

• Certified Financial Planner (CFP)
• Insurance Products

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.

Foster & Motley

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

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.

Freeman Heyne Toma

• Certified Financial Planner (CFP)

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.

Harvest Financial Advisors

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.

HCM Wealth Advisors

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.

Horan - Cincinnati

Horan is a Cincinnati-based financial advisors firm that caters to both individuals and businesses in the metro. The firm was established in 1948 and was designed to provide life insurance, wealth management, and employee benefits consultation for estates and companies. At present, Horan assists employers in developing retirement plans and health benefits for their employees. Horan can also assist in succession planning, estate planning, social security benefits, and financial planning for families.

Horter Investment Management, LLC

The founder of Horter Investment Management, LLC has more than 30 years of experience in the financial industry and strives to provide superior service to every client. Over the years the company has grown into a dedicated team of professionals with a passion for helping people minimize risk, invest wisely, and build a stable financial future. Whether clients want to start investing, plan for retirement, or save for a child's college education, the company's skilled planners and advisors provide customized support from beginning to end.

Hyde Park Wealth Management

The independent financial experts at Hyde Park Wealth Management provide customized service and support designed to help clients build a solid financial future. The company offers personal financial services to individuals and families, as well as retirement plan management for corporations. The advisors work with clients to create smart and profitable portfolios using targeted strategies to minimize risk and maximize returns and manage investments to ensure peak performance. When people want a trusted and experienced advisor on their side, Hyde Park Wealth Management is the place to call.

Incline Wealth Advisors

• Retirement Planning

Incline Wealth Advisors works with a diverse clientele that includes families, business owners, and young professionals throughout Cincinnati. It handles retirement planning, estate planning, tax strategies, as well as the management of investments, cash flows, and debts. Furthermore, the team offers retirement plans to employers looking to provide their employees with 401(k) savings, defined benefits, and profit-sharing plans. Incline Wealth Advisors has been featured on Business Insider and The Wall Street Journal. The firm's founder, John Bovard, is a Certified Financial Planner.

John D Dovich & Associates LLC

Founded in 1987, John D. Dovich & Associates is a wealth advisory firm that delivers innovative investment solutions to meet a client's individual goals. The Cincinnati-based company provides financial planning and investment management services, along with comprehensive services for business planning. Individuals also receive estate and retirement planning options.

Johnson Investment Counsel

• Estate Planning
• Tax Planning

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.

Kehoe Financial Advisors

Kehoe Financial Advisors is a Cincinnati financial services firm founded in 1982. It employs a number of experienced financial advisers, including many with a CFP certification. The firm specializes in income generation for retirees, retirement planning for pre-retirement professionals, and investment strategies for individuals. It also offers insurance advice and family business strategies.

Kelly Financial Planning, LLC

Kelly Financial Planning provides fee-only planning and financial advice to Cincinnati clients. The firm offers both one-time plans and ongoing client relationships. Founder Mike Kelly has almost three decades of corporate executive experience. He's a member of the Garrett Planning Network, which has 300 financial planning specialists across the country.

Legacy Financial

• Estate Planning
• Insurance Products

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.

Lifetime Financial Growth LLC

• Estate Planning
• Certified Financial Planner (CFP)

Lifetime Financial Growth LLC is a privately owned wealth management firm that serves Cincinnati and the surrounding communities. The firm caters to individuals and business owners, especially medical professionals, by designing customized investment strategies, tax planning, and guiding the implementation of business strategies. CEO Earl J. Luttner has been in the finance industry for more than 54 years. He helped LFG qualify for GAMA International's Master Agency/Firm Award ten times. He also actively involves himself in various organizations, including the Make-A-Wish Foundation of Pennsylvania.

LPL Financial

LPL Financial is a premier advising firm dedicated to helping businesses and entrepreneurs grow, succeed, and thrive. The company's philosophy is "Empowerment through guidance and collaboration" and the team of highly skilled experts uses years of experience and state-of-the-art tools to give clients everything they need to move ahead in a competitive business world. The company specializes in supporting independent financial advisors and providing targeted support to banks and credit unions, always with a commitment to superior service every step of the way.

Madison Wealth Management

• Retirement Planning

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.

Octavia Wealth Advisors

• Certified Financial Planner (CFP)
• Tax Planning

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.

Ohana Wealth & Life Planning

• Private Wealth Advisor

Cincinnati-based Ohana Wealth & Life Planning is a federally registered investment adviser that serves university and healthcare professionals across the country. It offers life and financial planning, as well as investment and tax management services to assist clients in creating a financial road map that would protect their financial future and allow them to live their ideal lives. Ohana gives back to the community by supporting several organizations such as Farmer's Footprint, the Cincinnati Nature Center, and the Surfrider Foundation.

Osborn Williams & Donohoe LLC

Osborn Williams & Donohoe is an investment counseling group in Cincinnati. Clients receive a variety of investment management and guidance services, such as portfolio appraisal, tax information, commentary, and transaction summaries. CFA David Osborn joined the firm in 1993 and continues to serve clients.

Pomeroy Financial Planning, LLC

Pomeroy Financial Planning is an award-winning financial advisory firm that's served the Ohio community since 1996. Clients receive a number of tax planning, investment management, and financial planning services, and an average client is a person with a complicated financial life that the advisers simplify.

Precedent Asset Management, LLC

Precedent Asset Management is a financial planning and investment firm that serves the Cincinnati and Indianapolis areas. Founder Kenneth Klabunde is a certified financial planner with a master's degree in financial planning. The company's planning services are all available for the same flat fee regardless of the client's net worth. Portfolio management services and hourly services are also available.

Quadrant Family Wealth Advisors

Quadrant Family Wealth Advisors is a wealth management firm with a client-centered approach. The Cincinnati business was founded by Patrick Lafley, a financial adviser with experience both in the United States and abroad. The independent company uses a boutique approach to manage client wealth and help plan for the future.

Queen City Financial Advisors, LLC

The experienced professionals at Queen City Financial Advisors, LLC are committed to providing the highest quality of financial services to every client. The company's advisors specialize in helping individuals and families navigate important and complex areas like retirement, estate, and college planning, and offer personalized support every step of the way so clients can get peace of mind knowing their future is in good hands. No matter the client's goals and situation, the experts at Queen City Financial Advisors strive to be trusted advisors at every step.

Queen City Financial Advisors, LLC

• Estate Planning

Queen City Financial Advisors, LLC, has been serving clients in and around the Cincinnati metro since 2009. The company provides personalized, hands-on financial solutions to individuals who are retired or approaching retirement. Its team of advisors educates its clients about financial concepts and products and helps them understand investments, insurance, wealth preservation, and estate conservation. Some of these include Roth and Traditional IRA, 401(k) and 403(b) planning, and life insurance. The company's president, Charles Hais, began his financial career in 1987.

RiverPoint

RiverPoint is a respected financial planning and wealth management firm that was named Barron's Number One Wealth Advisor in 2017. The company's advisors help clients with an extensive range of financial matters, including tax planning, retirement, and investing, as well as wealth management for women and specialized savings and retirement planning for Procter & Gamble employees. Prospective clients can contact the company on the website to schedule an appointment with an experienced portfolio manager and get started on the road to financial security and independence.

Schmitt Wealth Advisers LLC

Schmitt Wealth Advisers is an independent wealth advocate that helps Cincinnati professionals build wealth through risk management and personalized planning. Founder Andy Schmitt has more than two decades of experience in the financial advisory industry. Clients receive both financial planning and investment management services.

Skylight Financial Group

Skylight Financial Group has a team of more than 200 financial planners in Ohio. The company's history dates back to 1886, though Skylight merged with Lighthouse Wealth Solutions in 2017. The company specializes in personal financial planning, business solutions, LGBTQ financial planning, special needs planning, and retirement planning.

Souders Financial Group Inc.

• Retirement Planning

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.

The Asset Advisory Group

The Asset Advisory Group employs certified financial planners who serve the Cincinnati area. Clients receive fee-only advice for all of life's stages, including foundations, building, and management strategies. Wealth management clients are typically retirees with 1 to 10 million in investments, while Foundations and building clients are professionals with more than $200,000 in household income.

The Evelo Singer Sullivan Group

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

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.

The Rosselot Financial Group

• Certified Financial Planner (CFP)

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.

Thor

• Private Wealth Advisor
• Retirement Planning

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.

Total Wealth Planning

• Retirement Planning
• Business Formation

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.

Truepoint Wealth Counsel

• Certified Financial Planner (CFP)

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.

Wealthquest Corporation

Wealthquest Corporation has resources to guide Cincinnati and Chicago clients from the first stages of wealth growth to the final choices for retirement investments. Services include portfolio management, retirement and estate planning, tax preparation, legacy planning, and insurance evaluations. Clients receive advanced charitable strategies and college planning solutions that make education accessible.