Best Financial Advisors in Dayton

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Dayton, OH

Business Description

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
Yelp
4.0 / 5 (4)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

Anderson Financial Strategies logo
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Anderson Financial Strategies

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

Business Description

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
Artifex Financial Group logo
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Artifex Financial Group

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Baller Financial Group logo
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Baller Financial Group

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

Business Description

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
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
Buckingham Advisors logo
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Buckingham Advisors

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

Business Description

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
Comprehensive Planning Group logo
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Comprehensive Planning Group

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

Business Description

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
Hanvanich Financial LLC logo
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Hanvanich Financial LLC

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

Business Description

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.

Hyre Personal Wealth Advisors logo
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Hyre Personal Wealth Advisors

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

Business Description

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.

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
Johnson Investment Counsel logo
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Johnson Investment Counsel

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

Business Description

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
Meyer Gates Financial Advisors logo
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Meyer Gates Financial Advisors

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

Business Description

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
Russell Total Wealth and Wellness logo
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Russell Total Wealth and Wellness

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

Business Description

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
Westminster Financial Companies logo
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Westminster Financial Companies

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

Business Description

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
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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