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 130 99 54

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

SmartAdvisor by SmartAsset FEATURED Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Cincinnati, OH

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Allworth Financial

  • Retirement Planning

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.

7890 East Kemper Road
Cincinnati, OH 45249

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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

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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

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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

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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

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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

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Fein Advisor

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

Fein Advisor is an independent investment advisory firm that serves families and individuals in the community of Cincinnati and the surrounding areas. The business provides a wide range of services, such as personalized financial planning, asset allocation, and investment planning. It also offers financial advice on retirement plans, rollovers, and portfolio transfers. Its team of financial planners assists and guides clients throughout the entire financial planning process. In addition, its owner and founder, Rick Fein, has more than 65 years of industry experience.

6210 Cedar Crossing Lane
Cincinnati, OH 45230

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Incline Wealth Advisors

  • Retirement Planning

Incline Wealth Advisors works with a diverse clientele that includes families, business owners, and young professionals throughout Cincinnati. It handles retirement planning, estate planning, tax strategies, as well as the management of investments, cash flows, and debts. Furthermore, the team offers retirement plans to employers looking to provide their employees with 401(k) savings, defined benefits, and profit-sharing plans. Incline Wealth Advisors has been featured on Business Insider and The Wall Street Journal. The firm's founder, John Bovard, is a Certified Financial Planner.

3805 Edwards Road
Cincinnati, OH 45209

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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

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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

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Lincoln Financial Advisors

  • Certified Financial Planner (CFP)

Lincoln Financial Advisors is a financial planning firm that serves the residents of Cincinnati and nearby areas. The company's professionals help clients grow and protect their wealth through a wide range of personalized solutions, including succession planning, life insurance, and estate planning strategies. They also guide clients on how to proceed with investments, helping them understand their risk tolerance and choose an investment strategy that fits their goals. The firm serves business owners, professionals, executives, and retirees.

8044 Montgomery Road
Cincinnati, OH 45236

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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

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Madison Wealth Management

  • Retirement Planning

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.

7755 Montgomery Road
Cincinnati, OH 45236

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Mariner Wealth Advisors

  • Estate Planning
  • Retirement Planning

Mariner Wealth Advisors is a privately held national advisory firm. It has been serving individuals and businesses in Cincinnati and the surrounding metros since 2006. It offers various in-house wealth management services, including tax planning and preparation, investment management, retirement planning, estate planning, and trust services. Every year, the firm gives its associates paid time off to volunteer in the communities where they live and work, such as Ronald McDonald House Charities and Big Brothers Big Sisters.

312 Walnut Street
Cincinnati, OH 45202

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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

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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

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Ritter Daniher Financial Advisory, LLC

  • Estate Planning
  • Retirement Planning

Ritter Daniher Financial Advisory, LLC comprises certified financial planners (CFPs) serving individuals and business owners in Cincinnati and the surrounding metros. The firm helps clients grow and protect their finances by designing comprehensive retirement plans. It also helps them build wealth and refine their investment portfolios according to their risk appetite and financial capabilities. Since the firm's establishment over 22 years ago, it has grown to serve more than 370 clients and manage over $440-million in assets.

7661 Beechmont Avenue
Cincinnati, OH 45255

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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

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Souders Financial Group Inc.

  • Retirement Planning

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.

5968 Bridgetown Road
Cincinnati, OH 45248

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The Evelo Singer Sullivan Group

  • Private Wealth Advisor
  • Estate And Trust Specialist
  • Tax Planning

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.

312 Walnut Street
Cincinnati, OH 45202

Website

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