Best Financial Advisors in Cincinnati

2021

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.

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.

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.

Commas

• Certified Financial Planner (CFP)

Commas is a wealth management firm serving clients in Cincinnati. It provides a wide range of financial services, including financial planning, investment management, and retirement planning that are designed to build portfolios and reduce loss. The company was established under a partnership that was formed with Truepoint Wealth Counsel, along with financial advisors who shared a common financial planning philosophy. Its financial planning team includes Katelyn Bombardiere, a Certified Financial Planner who specializes in Roth conversions, retirement planning, and goal setting.

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.

Foster & Motley

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

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.

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.

HCM Wealth Advisors

• Certified Financial Planner (CFP)

HCM Wealth Advisors provides fiduciary financial advisory to residents of Cincinnati. It has financial advisors equipped in helping clients through retirement planning. They also provide assistance with retirement investing and wealth enhancement. Additionally, HCM Wealth Advisors has a team of CPAs that handle tax planning for both individuals and small businesses. Accounting and bookkeeping are available, in addition to financial services. The HCM Wealth Advisors actively participates in community works and is a supporter of various organizations including The Literacy Network of Greater Cincinnati.

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.

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.

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.

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.

Personal Choice Financial Advisors

• Certified Financial Planner (CFP)

Personal Choice Financial Advisors is a financial services advisory firm that serves clients in Cincinnati and the surrounding areas. It provides strategic advice on financial and investment management for individuals pursuing their short-term and long-term financial goals. Chris Hansen, the firm's financial planner and founder, is a NAPFA-certified financial planner. He previously worked for Proctor and Gamble, assisting its employees and retirees. Personal Choice Financial Advisors is a member of the National Association of Personal Financial Advisors and is White Coat Investor certified company. 

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.

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.

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 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

• Retirement Planning
• Private Wealth Advisor

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.