Laurels
Best Financial
Advisors in
Cincinnati
2017

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Cincinnati, OH.

ReviewedCuratedTop Picks966520

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Brown Financial Advisors, LLC

Brown Financial Advisors, LLC is a team of experienced financial experts dedicated to helping people maximize wealth and plan for a secure future. The company's advisors work hand-in-hand with clients to assess their needs and goals and help make a customized financial plan to ensure wise decision-making and investments. Available services include investment management, tax planning, and insurance planning, as well as personalized consulting in areas like legacies and retirement. Customers can contact the company on the website to request a free initial financial analysis.

Milford, OH(513) 575-9654

Website

Clear Perspectives Financial Planning, LLC

Clear Perspectives Financial Planning, LLC serves clients around the nation and the world with a full selection of professional financial services. The company's experienced fiduciary advisors listen to the needs and goals of clients and provide strategic plans and advice for investing, building wealth, and planning for retirement. The company provides services to individuals, families, and employees of major companies like P&G, Caterpillar, and GM, all backed by a commitment to quality, integrity, and excellence. Interested customers can call or email the firm to get more information.

Cincinnati, OH(513) 469-8400

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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.

Harrison, OH(513) 367-1113

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Freeman Heyne Financial Advisors

Freeman Heyne Financial Advisors was founded to give people the tools and support they need to take control of their financial futures. The company's experienced staff helps customers understand how to define their financial goals, take advantage of the latest tools and strategies, and manage their money and investments wisely. Financial planning services are available for individuals, families, and corporations, all designed to suit each customer's individual needs, circumstances, and vision. Customers can find informative resources and videos on the company's website and call to schedule an appointment.

Cincinnati, OH(513) 489-8588

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Harvest Financial Advisors

When people need a trusted advisor to help build a secure financial future, Harvest Financial Advisors is there to help. The company's advisors work hand-in-hand with clients and take a proactive approach to designing customized strategies for financial success in areas like income taxes, estate planning, and investment management, as ell as risk mitigation, long-term care planning, and retirement. Service is available to individuals, families, and executives, always dedicated to the best interests of the client and charged on a fee-only basis for maximum value.

West Chester, OH(513) 779-3030

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Hengehold Capital Management

Hengehold Capital Management has been serving the financial needs of individuals and families for over 25 years. 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. Whatever the clients' needs and vision, the team at Hengehold Capital Management is there to help.

Cincinnati, OH(513) 598-5120

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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.

Cincinnati, OH(513) 984-9933

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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.

Cincinnati, OH(513) 533-0228

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Johnson Investment Counsel, Inc.

Johnson Investment Counsel, Inc. is the state's largest independent investment advisory firm and has a more than 50-year history of serving the community. The company offers an extensive range of professional services, including personalized wealth advising, family office solutions, institutional management, charitable gifting, and personal financial advising, all designed with the client's best interests in mind. Whether customers want to plan for retirement, leave a charitable legacy, or refine business practices and investment strategies, the experts at Johnson Investment Counsel, Inc. are there to help.

Cincinnati, OH(513) 661-3100

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Lincoln Financial Advisors

Lincoln Financial Advisors is a fee-based financial planning firm with a reputation for superior service to clients. Whatever the client's situation and goals, the company's certified advisors work as partners and help create solid plans and strategies for financial matters like college savings, retirement, estate planning, and business succession planning. The planners also provide in areas such as disability insurance, identity theft protection, investing, and women's financial needs. Prospective clients can call or contact the company on the website to schedule a consultation.

Cincinnati, OH(513) 745-7000

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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.

Cincinnati, OH(800) 558-7567

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Money Concepts

Money Concepts has been serving the needs of independent financial planners for more than 35 years. The company serves as an independent broker-dealer for professionals around the nation and the world and offers state-of-the-art tools and technologies designed to support financial experts as they work for the best interests of their clients. The company also serves banks, tax professionals, and credit unions with an extensive selection of world-class services, and has an informative newsletter that provides up-to-date advice in areas like tax planning and charitable giving.

Cincinnati, OH(561) 472-2000

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Personal Choice Financial Advisors, LLC

Personal Choice Financial Advisors, LLC was founded to provide strategic, personalized support to people in every stage of life. Whether an individual needs help to get out from under student loans or wants to create a plan for a comfortable retirement, the company's certified planners and advisors have the skills and tools to build customized plans for each client's unique needs. Every client receives personal attention from their advisor and can enjoy peace of mind knowing their investments are in good hands every step of the way.

Cincinnati, OH(513) 588-8080

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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.

Cincinnati, OH(513) 721-2513

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RhineVest

RhineVest is a Cincinnati wealth management firm with a knowledgeable and professional staff, transparent pricing, and a range of services for every client's needs. The company's strategic financial planning and investment management services are designed to give individuals and families the support, tools, and knowledge they need to build strong portfolios and plan for retirement while maximizing income and minimizing loss and waste. Interested clients can contact the company on the website to schedule a consultation and get started on the path to financial security.

Cincinnati, OH(513) 301-2871

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Ritter Daniher Financial Advisory, LLC

The team of certified advisors at Ritter Daniher Financial Advisory, LLC are passionate about serving the needs of clients in every stage of life. Whether the client wants to design a solid retirement plan, build wealth, or refine their investment portfolio, the company's experts provide personalized support and service and commit to finding the best possible solutions and strategies. The company also provides fee-only service so clients only pay for the service they receive and can rest assured that their planner has no conflicts of interest.

Cincinnati, OH(513) 233-0715

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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.

Cincinnati, OH(513) 421-3100

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Simply Money Advisors

Simply Money Advisors is a name clients trust for superior financial planning services. No matter the client's needs and goals, the company's dedicated financial planners and advisors build creative strategies to increase and protect wealth, build investments, and create a secure future. The company helps individuals and families minimize risk, plan for retirement, and create effective budgets through every stage of life, always with a dedication to excellence and client success. The company also serves the community by partnering with local charities through its nonprofit Simply Money Foundation.

Cincinnati, OH(513) 469-7500

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The Rosselot Financial Group

The Rosselot Financial Group is an industry leader in personal wealth management and financial planning services. The family-owned company is dedicated to providing ongoing support to clients and families through every stage of life, from college to retirement, always backed by a commitment to excellence, integrity, and personalized care. The company's experts work with clients to design customized plans for investing, saving, and protecting wealth, and provide ongoing support and analysis to ensure the best possible results and returns so clients can enjoy financial independence and security.

Cincinnati, OH(513) 232-6500

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Truepoint Wealth Counsel, LLC

Truepoint Wealth Counsel, LLC was one of the area's first fee-only financial services companies and has built a reputation as a solid and reliable partner to its clients. Every member of the team understands how important it can be to have an experienced financial advisor on your side to help manage investments, maximize wealth, and avoid unnecessary debt, risk, and tax mistakes. The company also founded the Women's Wealth Counsel to support the unique financial and investment needs of women during every stage of life.

Cincinnati, OH(513) 792-6648

Website

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