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Laurels

Best Financial
Advisors in
Cincinnati
2019

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.

Reviewed Curated Top Picks 119 88 43

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.

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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.

Cincinnati, OH 45213 (513) 794-1829

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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.

Cincinnati, OH 45202 (513) 287-6100

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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.

Cincinnati, OH 45202 (513) 621-4612

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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.

Cincinnati, OH 45230 (513) 474-9191

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Brecek & Young Financial Services

Brecek & Young is located on Walnut Street in Cincinnati and employs advisers with nearly two decades of experience. The full-service financial firm offers creative solutions for clients to meet their personal and professional goals. Services include investment advice, 401(k) management, life insurance options, long term care insurance, and retirement planning.

Cincinnati, OH 45202 (513) 762-7600

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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.

Cincinnati, OH 45236 (513) 792-2214

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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.

Cincinnati, OH 45242 (513) 469-8400

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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.

Cincinnati, OH 45202 (513) 619-1100

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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 45030 (513) 367-1113

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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.

Cincinnati, OH 45202 (513) 871-5500

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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.

Cincinnati, OH 45209 (513) 771-7526

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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 45242 (513) 489-8588

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Gateway Investment Advisers LLC

Gateway Investment Advisers has been focusing on long-term growth and risk-adjusted performance for more than four decades. The Cincinnati company provides risk management guidance and low-volatility equity services. Advisers help clients make smart investment decisions to grow their assets with minimal risk.

Cincinnati, OH 45202 (513) 719-1100

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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 45069 (513) 779-3030

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HCM Wealth Advisors

HCM Wealth Advisors 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. Additionally, they provide comprehensive tax and accounting services. Whatever the clients' needs and vision, the team at HCM Wealth Advisors is there to help.

Cincinnati, OH 45247 (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 45249 (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 45208 (513) 533-0228

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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.

Cincinnati, OH 45202 (513) 579-9400

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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 45247 (513) 661-3100

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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.

Cincinnati, OH 45246 (513) 481-8555

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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.

Cincinnati, OH 45249 (513) 379-2527

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Lenox Wealth Management

Lenox Wealth Management is a Cincinnati wealth management firm that helps clients manage their assets, make smart investment decisions, generate income, and decide on the impact of their wealth. CEO John Lame set up the fee-only business in 2004 and continues to oversee its growth.

Cincinnati, OH 45236 (513) 618-7080

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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 45236 (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 45202 (800) 558-7567

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Mark J Schmerge Investments

Mark J Schmerge Investments is an advisory company run by RIA Mark Schmerge. The firm provides active investment management strategies to help clients grow their assets in a changing economy. Mark is a Cincinnati native who received his degree from the University of Michigan in 1979. He helps clients manage their investments on a long-term basis.

Cincinnati, OH 45203 (513) 241-2110

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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 45247 (561) 472-2000

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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.

Cincinnati, OH 45202 (513) 621-2875

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Personal Choice Financial Advisors, LLC

Personal Choice Financial Advisors is a Cincinnati financial planning firm focused on retirement planning. The company reviews client investments, current retirement plans, tax strategies, and current assets. From there, a plan to achieve future goals is developed. Personal Choice was founded as a fee-only firm in 1991.

Cincinnati, OH 45242 (513) 588-8080

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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.

Cincinnati, OH 45208 (513) 802-8898

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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.

Cincinnati, OH 45202 (513) 817-0326

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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.

Cincinnati, OH 45202 (513) 871-5500

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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 45202 (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 45202 (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 45226 (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 45202 (513) 421-3100

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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.

Cincinnati, OH 45242 (513) 813-1580

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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 45249 (513) 469-7500

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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.

Cincinnati, OH 45209 (513) 579-8555

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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.

Cincinnati, OH 45242 (513) 771-7222

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The Rosselot Financial Group

The Rosselot Financial Group is a Cincinnati financial advisory firm providing financial planning services to clients in multiple states. President Nathan Kosman joined the firm in 1998. Other services include insurance strategies, investment advice, and education funding strategies.

Cincinnati, OH 45242 (513) 232-6500

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Total Wealth Planning

Total Wealth Planning has been serving the Cincinnati community for more than two decades. Clients receive financial planning services, such as college planning, estate planning, insurance advice, investment management, and long-term business planning.

Cincinnati, OH 45241 (513) 984-6696

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Truepoint Wealth Counsel, LLC

Truepoint Wealth Counsel provides independent wealth management to Cincinnati clients. Founded in 1990, the firm was one of the first fee-only companies in the Cincinnati area. Its financial advisers use a holistic approach to financial planning, investment management, estate planning, risk management, and other solutions.

Cincinnati, OH 45242 (513) 792-6648

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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.

Cincinnati, OH 45241 (513) 530-9700

Website

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