Laurels

Best Financial Advisors in Cincinnati
2021

Why These Financial Advisors?

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

Reviewed Curated Top Picks 116 85 40

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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

Website

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

Website

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

Website

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

Website

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

Website

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

Website

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

Website

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

Website

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

Website

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

Website

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

Website

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

Website

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

Website

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

Website

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

Website

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