Best Financial Advisors in Hamilton

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Financial Advisors FAQs

Last updated: September 27, 2022

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SmartAdvisor by SmartAsset

Hamilton, OH

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.

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Gartner Financial Advisors

Hamilton, OH

Certified Financial Planner (CFP)

Since 2014, Gartner Financial Advisors has been serving the wealth management needs of clients in Hamilton. It offers two advisory options to customers based on their goals and circumstances. The planning-only program suggests a to-do list for clients' pre-retirement investments or financial goals. The firm also provides concierge wealth management, which includes tax, retirement, estate, and college planning, as well as ongoing monitoring. Founder Neil Gartner is a CFP who has been a financial advisor since 2000.

Hartlaub CPA Advisory Group

11260 Chester Road, Suite 560,, Cincinnati, OH 45246

Certified Financial Planner (CFP)
Retirement Planning
Tax Preparation
Tax Planning
Business Tax Preparation

Hartlaub CPA Advisory Group delivers financial solutions to individuals and business entities in Hamilton and the surrounding communities. The company conducts financial analysis to provide the statistics to rationalize business decisions and offer insight into how situations may develop under different scenarios. It also develops accurate and timely financial statements that represent the clients' business to partners, potential buyers, and lenders. Senior partner Cynthia Peters concentrates her services on tax reduction strategies for growth-oriented business owners.

K & A Wealth Advisors

7924 Jessies Way, Suite A, Fairfield Township, OH 45011

Certified Financial Planner (CFP)
Insurance Products

K & A Wealth Advisors offers financial planning solutions to individuals in Hamilton. The firm formulates investment management schemes for making the most out of positive market developments and lessen the impact of downturns. The office is an independent entity, free from the influence of security providers. K & A is owned by Chris Kurtz, who has been in the wealth advisory industry since 2000. His practice includes estate planning and generational wealth transfers.

Kehoe Financial Advisors

125 Boggs Lane, Cincinnati, OH 45246

Certified Financial Planner (CFP)

For over 40 years, Kehoe Financial Advisors has been serving the Hamilton metro. Its team educates and guides clients to learn about their needs, wants, and long-term financial goals. It aids customers in protecting their wealth and business through comprehensive planning and personalized investment and risk strategies. The company also assists individuals who are undergoing health challenges, financial transitions, work and career transitions, and personal and family changes. One of Kehoe Financial Advisors' partners, Thomas Keller, is a Certified Financial Planner and a Chartered Life Underwriter.

Rightwealth Advisors

10050 Innovation Drive Suite 130, Dayton, OH 45342

Certified Financial Planner (CFP)
Retirement Planning
Insurance Products

Rightwealth Advisors assists individuals and businesses in the Hamilton area. It offers a variety of financial services, such as financial and retirement planning. It examines each client's short- and long-term goals, life stage, and risk tolerance to produce a tailored plan for their objectives. It also provides entrepreneurs with business solutions such as risk management, estate planning, and charitable giving. Roger Chudde, managing partner, has over three decades of financial industry experience. He holds the designation of Asset Management Specialist.

Rik Saylor Financial

1241 Nilles Road, Fairfield, OH 45014

Certified Financial Planner (CFP)

Rik Saylor Financial is a fiduciary firm that assists people in Hamilton who are in or near retirement in building and maintaining wealth for themselves and their families. It assists with investments, tax planning, insurance, and estate planning. It also helps clients gain the understanding and confidence to pursue their long-term objectives. President Rik Saylor is a Registered Financial Consultant with more than 35 years of experience. He was a host of the financial radio and internet show, "Straight Talk, Clear Decisions."

Total Wealth Planning

4665 Cornell Rd, Suite 160, Cincinnati, OH 45241

Certified Financial Planner (CFP)
Private Wealth Advisor
Retirement Planning

Total Wealth Planning has been catering to customers in the Hamilton metro and the surrounding areas for over 30 years. It helps clients manage their wealth by offering financial planning solutions. Its process involves analyzing the clients' assets, cash flows, income, insurance, and taxes. The company also provides business and retirement planning and investment management services. Rob Siegmann, the COO, is a member of the National Association of Personal Financial Advisors. He holds the BFA designation.

X2 Wealth Planning

West Chester, OH 45069

Certified Financial Planner (CFP)

X2 Wealth Planning helps Hamilton entrepreneurs secure their personal and business finances. It starts with an exploration call to better know the situation of clients followed by collaboration on a financial plan and meeting regularly to check on progress. It also provides clients with good investment options. Hannah Chapman, the founder of the company, takes her inspiration from her experiences as a child of entrepreneur parents. She is also driven by working with women entrepreneurs.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: 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.

Q: What experience should I look for in a financial advisor?

A: 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.

Q: Can my financial planner help with taxes?

A: 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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