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Best Financial Advisors in Dayton

2024

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SmartAdvisor by SmartAsset

Dayton, OH
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Dayton, OH

Why choose this provider?

Need help contacting a Financial Advisor in Dayton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
40 North Main Street, Dayton, OH 45423
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

SS+D Financial, Inc., helps clients in Dayton pursue their financial goals. It offers customized financial planning programs to help individuals manage their wealth, income, savings, and debts. These programs include income tax planning, asset management, insurance advice, and retirement strategies. It also provides services to widows who need assistance with their Social Security and investment matters. The company was founded in 2003 by Michael P. Moloney, a Certified Financial Planner and lawyer focusing on business and estate succession planning.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
40 North Main Street, Dayton, OH 45423
  • Certified Financial Planner (CFP)

Why choose this provider?

Baller Financial Group is a wealth advisory agency that caters to individuals and families in Dayton and the surrounding communities. The firm offers a wide array of services, such as charitable giving maximization, estate planning strategies, insurance needs assessments, investment planning, and retirement income reviews. David Baller, one of the firm's financial advisors, has been working in the industry since 2008. He holds a bachelor's degree in Corporate Communication and the Certified Financial Planner designation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
40 North Main Street, Dayton, OH 45423
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Johnson Investment Counsel is a financial advisory firm with offices in Dayton, Cincinnati, Columbus, and Metro Detroit. Its advisors provide clients with personalized financial planning and investment strategies, including wealth management, asset management, estate planning, and mutual funds. The company also has a dedicated team to guide clients from high-net-worth families on investing and preserving their wealth. Johnson Investment Counsel supports various organizations in the community, including Dayton Habitat for Humanity, Destination Imagination, and YMCA of Greater Dayton.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
One Russell Place, Dayton, OH 45409
  • Certified Financial Planner (CFP)

Why choose this provider?

Russell Total Wealth and Wellness is an independent financial services firm that has been serving the residents of Dayton and the surrounding areas for more than two decades. It helps clients create retirement plans through its customized total wealth strategy, which consists of retirement planning and investments, estate and legacy planning, and tax-efficient strategies. President Rob Russell has been featured on CNBC, FOX, and Forbes. The firm supports the Navy SEAL Foundation, Folds of Honor, and Dayton Development Coalition.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6856 Loop Road, Dayton, OH 45459
  • Certified Financial Planner (CFP)

Why choose this provider?

Buckingham Advisors caters to Dayton clients, the firm builds a customized financial plan that reflects the client’s desired financial situation. It includes a personalized investment strategy and tax planning. The firm, furthermore, offers personalized management involving investment strategies and in-house analysis. Clients can also coordinate the portfolio with their pension plans and 401(k) accounts. Moreover, the firm provides business financial services, including business forecasting and retirement plans. Buckingham Advisors has been featured on Bankrate, Kiplinger, and The Wall Street Journal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2305 Far Hills Avenue, Dayton, OH 45419
  • Retirement Planning
  • Tax Preparation

Why choose this provider?

Comprehensive Planning Group is a full-service financial planning company that serves customers in the Dayton metro area. The firm assists individuals and entrepreneurs in assessing their financial situations and maximizing the returns of their investments. Its financial advisors help clients with tax management, investment management, retirement plans, estate planning, and wealth preservation. They also educate individuals on insurance and annuity options. Brian Hayes, one of the firm's lead financial planners, has been working in the industry for over 30 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2305 Far Hills Avenue, Dayton, OH 45419
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Artifex Financial Group is a financial planning firm that serves the Dayton metro areas. The company works closely with individuals and businesses in analyzing all aspects of their finances and designing a well-balanced and profitable financial strategy. Its financial advisors specialize in personal wealth management and financial planning services. The firm also offers four main types of financial services to small businesses, namely valuation service, business growth management, 401(k) program, and wealth management. The company has been serving clients since 2006.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.0 / 5 (12)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
40 North Main Street, Dayton, OH 45423
  • Certified Financial Planner (CFP)

Why choose this provider?

Westminster Financial Companies has been serving clients throughout Dayton since 1977. This independent financial advisory broker-dealer offers a wide range of services through its three subsidiaries: Westminster Financial Securities, Inc., Westminster Financial Agencies, and Westminster Financial Advisory Corp. Westminster Financial Companies offers a vast range of insurance products, including permanent, universal, and term life insurance. Today, the family-owned firm has multiple branches across the nation and has around 50 financial advisors registered in all 50 states.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
111 West First Street, Dayton, OH 45402
  • Estate Planning
  • Tax Planning

Why choose this provider?

Hyre Personal Wealth Advisors helps clients in Dayton make wise financial decisions. It extends its services to business owners who need assistance on their personal finances and individuals or families going through or preparing for a life transition. Its financial advisors create plans that are aligned to the client's objectives and aspirations. The firm has more than 25 years of experience in guiding clients through financial and estate and tax planning, as well as investment and charitable giving strategies.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2555 South Dixie Drive, Dayton, OH 45409
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Hanvanich Financial LLC is a fiduciary investment advisory firm catering to clients in Dayton and the surrounding metros. It provides a range of financial planning and investment advisory services, including retirement planning, college funding, insurance needs analysis, tax-reduction strategies, and financial jumpstart plans. The firm also offers tailored planning for life status change such as marriage, illness, and the death of a family member. Hanvanich Financial is a member of The Garrett Planning Network, Inc.

Website
40 North Main Street, Dayton, OH 45423
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Anderson Financial Strategies is a Dayton-based team of financial consultants. The firm provides holistic financial planning services, including cash flow optimization, risk & insurance analysis, tax planning, education funding planning, and liability and credit optimization. It also handles corporate retirement plans and portfolio management matters. The company's president, Shon P. Anderson, has been in the financial services industry for over 15 years. Anderson Financial Strategies has continued providing solutions to its clients' financial concerns since its establishment in 2012.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Should residents of Dayton stick their money in a savings account for retirement?

    No, residents of Dayton should not stick their money in savings accounts when preparing for retirement. They should invest their cash in assets like shares of stock because savings accounts historically cannot keep up with inflation. This means money loses spending power over time if allowed to stay in the bank.

  • Why would a resident of Dayton call for a credit freeze when a major data breach occurs online?

    When a major data breach occurs online with any major website, a resident of Dayton may call for a credit freeze to prevent financial damage. These freezes prevent anyone from opening new credit accounts in one's name and lower the odds of identity theft following the breach of major social and electronic commerce web pages.

  • What are the advantages of probate avoidance for residents of Dayton?

    For residents of Dayton, probate is an expensive and time-consuming court process that involves multiple lawyers and depletes up to one-tenth of a decedent's entire estate. It is less efficient for distributing wealth to heirs and legatees than using alternative methods like donations during one's lifetime and trusts. It is also highly public and leaves little room for privacy.

  • If a stockholder in Dayton wants priority in the distribution of dividends, what class of stocks between preferred and common should be chosen?

    If a stockholder in Dayton wishes to have priority when dividend payments are distributed, preferred shares should be acquired. Preferred stocks generally sacrifice voting rights during investor meetings for the privilege of getting the first slices of the pie when dividends are distributed at the end of a profitable period.

  • How can a resdient of Dayton take full advantage of the Federal Deposit Insurance Company's coverage?

    A resident of Dayton can take advantage of the Federal Deposit Insurance Company's coverage by depositing money in $250,000 chunks per insured bank and investing the excess that can't be deposited. This sum represents the upper limit of what the fund will cover per depositor in each separate insured bank. Thus, keeping each deposit at less than a quarter million maximizes coverage.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.