Best Financial Advisors in Cincinnati

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.

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 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.

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.

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 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 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 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.

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.

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.

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 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.

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 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 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 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, 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 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.