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Best Financial Advisors in Hamilton

2024

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Providers

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Hamilton, 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

Hamilton, OH

Why choose this provider?

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!

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

Why choose this provider?

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.

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

Why choose this provider?

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

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
Facebook
5.0 / 5 (7)

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

Why choose this provider?

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

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

Why choose this provider?

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 (55)

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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

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

Why choose this provider?

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

Website
Hamilton, OH
  • Certified Financial Planner (CFP)

Why choose this provider?

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 (5)

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.

  • If you make payments every two weeks rather than once a month, will you be able to pay off your Hamilton mortgage quickly?

    Yes. With a biweekly mortgage, you make half your regular monthly payment for your Hamilton mortgage every two weeks as opposed to your regular monthly payment. For instance, a biweekly system would require you to pay $500 every two weeks instead of $1,000 each month on your mortgage. Maintaining the biweekly payment plan will result in an additional month's payment made each year. Due to your payments being applied to your main balance more frequently, you will incur less interest.

  • How can you qualify for the majority of reverse mortgages in Hamilton?

    The majority of reverse mortgages in Hamilton require that you be 62 years of age or older and that the property is your primary residence. You can annuitize your home through a reverse mortgage. Your monthly payment is calculated using conventional annuity procedures, including your life expectancy, age, current interest rates, the kind of distribution you select, the property's appraised value, and the sum of equity you allocate to the lending institution.

  • Should you consult a financial advisor in Hamilton if you feel overwhelmed by market volatility?

    Yes, if you feel overwhelmed by market volatility, you should consult a financial advisor in Hamilton as they can offer unbiased counsel and serve as a source of security during uncertain market times. They have the knowledge and experience to assist you in creating a long-term investment plan that matches your risk appetite and financial objectives. Additionally, they can help you handle market turbulence more skillfully and steer clear of rash investing choices that might impede your long-term goals.

  • What should you look out for in a Hamilton 529 plan to maximize your returns?

    You ensure that a 529 plan in Hamilton has the following components to optimize your returns:

    • An asset allocation rebalancing technique to maintain alignment with return and risk goals;
    • Investment concepts regarding diversification and quality;
    • Asset allocation that fits the return expectations, the time frame of saving for a child's education, and risk tolerance.
  • How much do financial advisors in Hamilton typically charge per hour?

    The hourly rates charged by financial consultants in Hamilton can be between $120 and $300. However, depending on the standing and reputation of the financial advisory firm you select, the fees could go as high as $400 per hour or more. This may seem like a pricey concept to some, but if you want to employ a financial advisor for a particular financial matter like retirement planning, estate planning, budgeting, or debt management, it may be the best option for you.

  • 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.

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