Expertise.com

Best Financial Advisors in Hamilton

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

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

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
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Hamilton, OH

Business Description

Need help contacting a Financial Advisor in Hamilton? 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!

Gartner Financial Advisors logo
Visit WebsiteWebsite

License Verified:

License: 174285

Investment Adviser Public Disclosure Database, SEC

Gartner Financial Advisors

Visit WebsiteWebsite
Hamilton, OH
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 174285

Investment Adviser Public Disclosure Database, SEC

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 (4)
Hartlaub CPA Advisory Group logo
Visit WebsiteWebsite

License Verified:

License: 2313841

Investment Adviser Public Disclosure Database, SEC

Hartlaub CPA Advisory Group

Visit WebsiteWebsite
11260 Chester Road, Suite 560,, Cincinnati, OH 45246
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation
  • Tax Planning
  • Business Tax Preparation

Business Description

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.

License Verified:

License: 2313841

Investment Adviser Public Disclosure Database, SEC

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.
4.8
Google
4.8 / 5 (30)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
K & A Wealth Advisors logo
Visit WebsiteWebsite

License Verified:

License: 6089232

Investment Adviser Public Disclosure Database, SEC

K & A Wealth Advisors

Visit WebsiteWebsite
7924 Jessies Way, Suite A, Fairfield Township, OH 45011
  • Certified Financial Planner (CFP)
  • Insurance Products

Business Description

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.

License Verified:

License: 6089232

Investment Adviser Public Disclosure Database, SEC

Kehoe Financial Advisors logo
Visit WebsiteWebsite

License Verified:

License: 1058499

Investment Adviser Public Disclosure Database, SEC

Kehoe Financial Advisors

Visit WebsiteWebsite
125 Boggs Lane, Cincinnati, OH 45246
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 1058499

Investment Adviser Public Disclosure Database, SEC

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 (5)

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
Rightwealth Advisors logo
Visit WebsiteWebsite

License Verified:

License: 300656

Investment Adviser Public Disclosure Database, SEC

Rightwealth Advisors

Visit WebsiteWebsite
10050 Innovation Drive Suite 130, Dayton, OH 45342
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

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.

License Verified:

License: 300656

Investment Adviser Public Disclosure Database, SEC

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
––
Rik Saylor Financial logo
Visit WebsiteWebsite

License Verified:

License: 165484

Investment Adviser Public Disclosure Database, SEC

Rik Saylor Financial

Visit WebsiteWebsite
1241 Nilles Road, Fairfield, OH 45014
  • Certified Financial Planner (CFP)

Business Description

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."

License Verified:

License: 165484

Investment Adviser Public Disclosure Database, SEC

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
Total Wealth Planning logo
Visit WebsiteWebsite

License Verified:

License: 174434

Investment Adviser Public Disclosure Database, SEC

Total Wealth Planning

Visit WebsiteWebsite
4665 Cornell Rd, Suite 160, Cincinnati, OH 45241
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Business Description

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.

License Verified:

License: 174434

Investment Adviser Public Disclosure Database, SEC

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 (35)

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
X2 Wealth Planning logo
Visit WebsiteWebsite

X2 Wealth Planning

Visit WebsiteWebsite
West Chester, OH 45069
  • Certified Financial Planner (CFP)

Business Description

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.