Best Financial Advisors in Toledo

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Last updated: September 29, 2022

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Toledo, 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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Ameriprise Financial

413 Superior Street, Rossford, OH 43460

Certified Financial Planner (CFP)
Retirement Planning

Ameriprise Financial Services, LLC, offers guidance and advisory to clients in Toledo and neighboring cities. Its financial advisors handle financial planning, estate planning, and tax analysis, as well as investment management and advisory. They assist clients with varying goals and priorities targeted at retirement, education, health and insurance, and wealth preservation. They provide options such as insurance, banking, cash management solutions, and investment strategies. The company strives to present goal-based and personalized financial advice strategies that match its client's unique situation.

AssetDynamics Wealth Management

3335 Meijer Drive Suite 100 Suite 300, Toledo, OH 43617

Retirement Planning

AssetDynamics Wealth Management offers comprehensive financial planning solutions to clients in and around Toledo. Its financial advisors assist in planning and preparing for clients' short-term and long-term financial goals, helping clients figure out what to do and what to get from their money. The firm focuses on three key areas: implementing goals-based investment strategies, defining and developing a retirement income distribution plan, and implementing risk-based portfolio strategies. President and founder Don Roork, CFP, CKA, has been quoted in the Huffington Post, Forbes, U.S. News, and CNBC.

Beacon Financial

5746 Park Center Court, Toledo, OH 43615

Certified Financial Planner (CFP)

Beacon Financial, LLC, is a firm based in Toledo that guides clients through the wealth management process. It is headed by Gregory Kopan, the founding president whose professional experience as an investment advisor dates back to 1985. Kopan and his team of financial consultants provide specialized financial services that address the client's investment, insurance, and retirement needs. In addition, Beacon Financial offers various financial calculators, resources on tax rates and strategies, magazine-style flipbooks, and short animations on key financial concepts.

Carnegie Investment Counsel of Toledo, Ohio

6591 W. Central Ave., Suite 108, Toledo, OH 43617

Private Wealth Advisor
Retirement Planning

Carnegie Investment Counsel serves the Toledo metro and the surrounding communities. It helps clients achieve their financial aspirations by offering planning services. Its process involves defining short and long-term goals, projecting cash flows, assessing risk tolerance, defining an investment strategy, and reviewing and refining the plan when necessary. The firm also provides corporate retirement planning, ESG investing, and investment management. Carnegie Investment Counsel has been in the business since 1974. Shams Afzal, the managing director, holds the Accredited Investment Fiduciary designation.

Croak Asset Management

432 N. Superior Street, Toledo, OH 43604

Certified Financial Planner (CFP)
Retirement Planning

Croak Asset Management caters to residents of Toledo. Its team of fiduciary advisors assists with financial, retirement, and education planning. It works with BlackRock, Fidelity, Morningstar, and TD Ameritrade to help clients manage their investment portfolios. CEO and founder Tim Croak is a Chartered Life Underwriter and a Chartered Financial Consultant, and wealth management vice president Eric Croak is a Certified Financial Planner. The team of Croak Asset Management has a combined investment experience of more than 50 years.

Equity Planning Group

4041 West Sylvania Avenue, Toledo, OH 43623

Estate Planning
Retirement Planning

Equity Planning Group is an independent diversified financial consulting firm that provides personalized services in Toledo. Its team of experienced financial consultants and paraplanners is committed to helping clients achieve their long-term goals. The team adopts a holistic and hands-on approach to money management and wealth preservation. It offers services in the areas of investment, insurance, and financial planning, which include estate and retirement plans. In addition, the firm offers tools and resources for tax management. Financial consultant Craig Joseph is an Accredited Investment Fiduciary.

Financial Design Group

3230 Central Park West, Toledo, OH 43617

Certified Financial Planner (CFP)

Financial Design Group is an independent wealth management firm that offers a wide range of financial planning services and products for individuals and businesses throughout Toledo. The firm offers risk management and insurance strategies, estate planning, business problem solving, and retirement income strategies. It also provides personal and business planning for business owners and assists families who are facing major life events such as a death in the family or wealth inheritance. Financial Design Group has multiple offices in various states, including Illinois, Arizona, Indiana, and Kentucky.

Gould Ruma Financial Advisors

3231 Central Park West, Toledo, OH 43617

Certified Financial Planner (CFP)
Tax Planning

Since 2008, the Gould Ruma Financial Advisors has been serving individuals and families from Toledo. Its advisors provide guidance with financial planning. It also provides wealth and asset management solutions where clients are assisted in choosing the right investment portfolio to match their financial status and goals. The specialists also handle tax and social security planning. Co-founder Pete Ruma is a lead financial advisor who brings 30 years of experience in financial planning.

Indicator Advisory Wealth Management

235 14th Street, Toledo, OH 43604

Certified Financial Planner (CFP)

Indicator Advisory Wealth Management is a registered investment advisor that manages and preserves the wealth of individuals in Toledo. Its financial advisors aim to provide money management solutions using cost-effective strategies. They manage different types of accounts, such as joint, corporate, trust, and individual accounts. Other services include financial planning and investment process. The company's CEO and founder, Bob Kneisley, is a veteran financial advisor who offers results-oriented financial planning services. He wrote various investment books, including The Wall Street Casino and The Indicator.

Munn Wealth Management

1700 Woodlands Drive, Maumee, OH 43537

Certified Financial Planner (CFP)

Munn Wealth Management is an independent investment management and wealth consulting firm that has been serving individuals in the Toledo area for over 20 years. It provides financial services such as philanthropic strategies, education planning, estate planning, risk management, and tax reduction strategies. David Munn, the president of Munn Wealth Management, has been in the financial services industry since 2006. He is a Certified Financial Planner and has been featured in several publications, including the Wall Street Journal.

Noble Wealth Partners

14 North Erie Street, Toledo, OH 43604

Certified Financial Planner (CFP)

Noble Wealth Partners is an independent investment management firm that serves Toledo clients through financial planning. Its financial advisors help individuals and families through retirement planning, education planning, investment management, tax strategy, and trust management. They also assist business owners through liability planning, incentive compensation guidance, and corporate retirement plan design. Founding partner Philip Noble has been in the business for more than 40 years. He is dedicated to helping clients solve financial hurdles and achieve long-term goals through Noble Wealth Partners' services.

Premier Planning Group - Toledo, OH

111 South Huron Street, Toledo, OH 43604

Estate Planning
Retirement Planning
Insurance Products

Premier Planning Group - Toledo, OH, provides financial advice to residents within the Toledo area. It offers family and business wealth management assistance including retirement, insurance, investment, executive compensation strategies, and employee benefit programs. The company identifies and helps accomplish the financial and lifestyle goals of individuals, retirees, and business owners. Its website is equipped with a digital vault and an e-evaluator that allows for 24/7 web-based interactive transactions. It also serves clients through its various locations including Cincinnati, Hickory, and Phoenixville.

Retirement Guys Formula, LLC

1700 Woodlands Drive, Maumee, OH 43537

Retirement Planning
Certified Financial Planner (CFP)

With a fiduciary approach to wealth management, Retirement Guys Formula, LLC, offers clients in Toledo a variety of services to help them retire comfortably. Through the implementation of strategies like dividend kings, protected equities, freedom formula, and the Eisert circuit breaker, the advisors assist clients to plan their investment, strategize tax payments, and manage retirement income. They assess the readiness of clients for retirement and recommend financial solutions. Founder Nolan Baker is a military veteran who holds a designation as an Investment Adviser Representative.

S&D Capital Financial Advisors

3150 Dustin Road Suite 2, Oregon, OH 43616

Certified Financial Planner (CFP)

Since 2006, S&D Capital Financial Advisors has been serving clients in the Toledo area. Its financial professionals guide individuals, families, and small businesses in terms of retirement planning, investing, and insurance selection. They give updates regarding stock market happenings to further support clients with their investments. A member of the Financial Services Institute, the firm's co-founder, Frank J. Dobnikar, also offers health and life insurance products. As a way of giving back to the community, S&D Capital supports nine different school districts located in multiple areas.

Savage

655 Beaver Creek Circle, Maumee, OH 43537

Certified Financial Planner (CFP)
Tax Preparation
Tax Planning

Serving Toledo and the surrounding communities, Savage and Associates is a financial advisory firm that helps individuals identify their money-related goals through a wide variety of services. It offers investment, retirement, trust, estate, and tax planning. It handles wealth management, employer-sponsored retirement plans, education planning, and financial wellness. Savage and Associates was founded by John Savage back in 1957. The firm's current president and CEO, J.R. Toland has been with the company since 1984.

Seiple Financial, Inc.

4560 Heatherdowns Blvd Suite 104, Toledo, OH 43614

Retirement Planning

Based in Toledo, Seiple Financial, Inc. provides economic advice to clients in managing their assets by buying and selling securities on their behalf. The company also provides individuals, families, and businesses with financial programs like investment management options, retirement strategies, and insurance and annuity products. These programs can be further utilized by using calculators for savings accumulation, cost of retirement, federal income tax, and net worth. Founder Christopher Toledo has been in the insurance and investment industry since 1991.

Skylight Financial Group

7150 Central Avenue, Toledo, OH 43617

Certified Financial Planner (CFP)

Skylight Financial Group is an independently owned financial planning firm serving the Toledo metro and its surrounding areas. It offers customized plans unique to clients' situations, whether they are insuring health, accumulating wealth, or managing retirement. The company caters to individuals, families, people with special needs, and the LGBTQ community. President and CEO Paul A. Fox serves as an officer in the MassMutual General Agents Association. He is also registered as a principal of MML Investors Services.

True Alpha Wealth Management

3130 Executive Parkway, 2F, Toledo, OH 43606

Private Wealth Advisor
Retirement Planning
Finance Planning
Investment Advisor

True Alpha Wealth Management is a boutique, fee-based fiduciary firm that offers financial planning and investment management services for individuals, businesses, and non-profit organizations in the Toledo metro. The firm of Certified Financial Fiduciaries helps individuals build, manage, and preserve their wealth. It utilizes institutional solutions not available to retail investors without fiduciary guidance. It provides personalized financial plans to help determine a client’s benchmark and goals. Its founding partner, Brian C. Duterra, has been in the industry for over three decades.

Venture Visionary Partners

5520 Monroe Street, Suite B, Sylvania, OH 43560

Retirement Planning

Venture Visionary Partners carries out financial advisory work for individuals and businesses in and around Toledo. Its services range from financial planning, credit solutions, and charitable giving strategies, to business services planning, investment consulting, and wealth management. Its investment process covers asset allocation, portfolio monitoring, periodic rebalancings, and regular consultations. Its team of investment advisors and financial specialists design and implement tailor-made plans to address its clients' needs and legacy goals. Venture Visionary was named to the 2021 Forbes Top 250 Wealth Advisors List.

Whetro Advisors

4169 N Holland Sylvania Rd, Suite 103, Toledo, OH 43623

Certified Financial Planner (CFP)
Tax Preparation

Whetro Advisors is a company that guides individuals in Toledo who are in need of financial advice. Its team is adept at walking the company's clients through budgeting, risk management, and investing, as well as retirement and estate planning. Whetro Advisors' experts calculate tax obligations to prevent overpayment. They also perform tax-loss harvesting which may reduce tax liability. Committed to facilitating its clients' financial growth, the company provides periodical consultations that help achieve short- and long-term financial goals.

Wright Financial Group, LLC

5911 Renaissance Place Suite C, Toledo, OH 43623

Estate Planning

Wright Financial Group, LLC, is a full-service company that helps Toledo clients secure their income and investments for retirement. Its services include estate planning, arranging long-term care policies, IRA legacy planning, and asset preservation. Its advisors also create customized portfolios of the clients' investments to identify opportunities continuously. David Wright, the founder of Wright Financial Group, has been a financial advisor for more than 30 years. He uses non-stock market financial products to help maximize a client's finances. He is a Chartered Life Underwriter.

Wurz Financial Services

6904 Springvalley Drive, Suite 301, Holland, OH 43528

Certified Financial Planner (CFP)

With offices in Covington and Toledo, Wurz Financial Services caters to the wealth management of real estate professionals, attorneys, and retirees. Specializing in comprehensive planning, its independent financial advisors aim to define and clarify the clients' goals. They assist in determining what annual cash flow a person needs during retirement and how investments and other money resources may be used in a tax-efficient manner. Team member Darren P. Wurz is a fiduciary advisor with CFP and MSFP certifications.

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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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