Expertise.com
2024

Last updated:

Best Financial Advisors in West Chester

Our Recommended Top 16

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored West Chester Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

30

Reviewed

24

Curated

16

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

West Chester, 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

West Chester, OH

Why choose this provider?

Need help contacting a Financial Advisor in West Chester? 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
8840 Cincinnati Dayton Road, West Chester, OH 45069
  • Certified Financial Planner (CFP)

Why choose this provider?

Harvest Financial Advisors serves individuals, families, and companies in West Chester and the neighboring communities. The company offers wealth management services, including investment management, risk mitigation, and cash flow planning. It provides assistance with asset allocation, college planning, and investment selection. It also handles estate planning, charitable giving, wealth stewardship, probate avoidance, and legacy considerations. Harvest Financial Advisors has a team of finance professionals who share over 130 years of combined experience. The company holds membership in the Financial Planning Association.

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 (3)
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

Website
3805 Edwards Road Suite 200, Cincinnati, OH 45209
  • Certified Financial Planner (CFP)

Why choose this provider?

Esteem Wealth Partners is a firm that offers financial advisory services to clients in West Chester and the neighboring areas. Its solutions cater to high-performing individuals, such as professionals planning for retirement, business owners looking for succession planning, and medical professionals. Its team handles wealth management, retirement planning, risk management solutions, fee-based financial planning, special needs planning, and estate planning strategies. The firm's co-founder David Shuley holds several designations, including Certified Financial Planner, Chartered Life Underwriter, and Retirement Income Certified Professional.

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

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
8194 Liberty Way, West Chester, OH 45069
  • Certified Financial Planner (CFP)

Why choose this provider?

Stevens Investment Group, Inc., has been rendering financial advice to individuals in West Chester for over 15 years. With a passion to walk with clients as they work on achieving financial freedom, the company's team of consultants educates them about profit-sharing, tax, retirement, and estate planning. They also provide financial advice on college plans. Additionally, Stevens Investment Group guides small business owners who are looking to provide employee benefits, such as a SEP contribution or a 401K program.

License Verified:

License: 2917665

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.
4.5
Google
4.5 / 5 (12)
Facebook
4.4 / 5 (9)

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
9078 Union Centre Boulevard Suite 202, West Chester, OH 45069
  • Certified Financial Planner (CFP)

Why choose this provider?

Scheeler Financial Group serves the West Chester area. Its advisor, Rick Scheeler, focuses on designing customized financial solutions for business owners, senior executives, and retirees to help them pursue their goals. He evaluates their priorities, objectives, and investment preferences and develops and implements plans—taking their assets, cash flow, liabilities, and taxes into consideration. He also works with clients in improving their personalized plans to address changes. Scheeler Financial Group was founded in 2019.

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

Website
4555 Lake Forest Drive Suite 650, Cincinnati, OH 45242
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Retirement Plan Partners, LLP, caters to nonprofit organizations and small businesses in West Chester and the surrounding communities. The company assists clients with qualified and non-qualified pension and profit-sharing plans, SEP and Simple IRAs, 401(k) and 403(b) plans, and solo 401(k). It also offers benchmarking analysis of plan effectiveness and costs, fiduciary responsibility management, and investment services. Certified Plan Fiduciary Advisor Jamie Osborne is also a former Financial Peace University Coordinator and Dave Ramsey SmartVestor Pro.

License Verified:

License: 5790521

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 (1)
Facebook
5.0 / 5 (1)

Website
4755 Cornell Rd,, Blue Ash, OH 45241
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

Why choose this provider?

Brass Tax Wealth Management caters to customers in the West Chester metro and the surrounding communities. It helps individuals achieve wealth clarity by offering financial planning and management services. It addresses charitable giving, insurance, and retirement. Its process involves learning about the clients' goals, developing personalized recommendations, and monitoring and reviewing plans on an ongoing basis. Nick Schulte, a co-owner, brings over 15 years of industry experience. He holds the Accredited Investment Fiduciary and Certified Financial Planner designation.

License Verified:

License: 285249

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 (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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
9999 Carver Road, Suite 200, Cincinnati, OH 45242
  • Estate Planning
  • Tax Planning

Why choose this provider?

Truepoint Wealth Counsel caters to employees, corporate executives, business owners, and families in West Chester. It aims to help clients achieve financial security through its array of services. The company offers retirement and succession planning, and tax and family wealth management solutions. It also assesses customers' investment objectives and risk tradeoffs to create customized management portfolios. Truepoint Wealth Counsel has been in operation since 1990. One of its shareholders, Scott Barbee, is a CPA and a CFP.

License Verified:

License: 105664

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

Why choose this provider?

Kehoe Financial Advisors helps clientele in and around West Chester grow their wealth while lessening their risks. Since its founding in 1982, the firm has been assisting individuals in protecting their wealth or business through planning, investments, and risk mitigation strategies. Its advisors coach clients on methods to save and invest for retirement; create income plans and sources; and address personal and financial issues. One of the firm's partners, Steven C. Kehoe, is a Certified Life Underwriter involved with the Financial Planning Association.

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
4100 Executive Park Drive Suite 210, West Chester, OH 45241
  • Certified Financial Planner (CFP)

Why choose this provider?

Bullseye Investment Management is a firm that serves the West Chester area. Its advisors help individuals achieve financial security across different stages in life, including retirement, through planning. They also assist clients in the areas of growth, income account, and institutional wealth management and manage various types of accounts, which include roth, SIMPLE, and traditional IRAs, 401K rollovers, and cash balance pension and profit sharing plans. Before establishing his firm, founder Tim Guthrie worked for a mutual fund company.

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)
Facebook
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

Website
3825 Edwards Road, Suite 210, Cincinnati, OH 45209
  • Certified Financial Planner (CFP)

Why choose this provider?

Skylight Financial Group serves the needs of residents in the area of West Chester and the neighboring communities. It develops customized financial plans that help clients accumulate wealth and be protected from unexpected monetary crises. It assists individuals in implementing financial strategies to save up for college tuition and get adequate retirement savings. The company has been providing support to the LGBTQ community for more than 10 years. It also caters to people with special needs.

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.
4.3
Facebook
4.5 / 5 (23)
Google
1.0 / 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.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
7359 E Kemper Rd # A, Cincinnati, OH 45249
  • Certified Financial Planner (CFP)

Why choose this provider?

Family Wealth Advisory Group serves the West Chester area. Its team of advisors assists families in planning for every life stage to help set them on the path to financial independence. Their process involves reviewing clients’ current financial situations and taking into account their cash flow, retirement goals, and insurance needs. They create and implement personalized plans, recommend investment strategies, and perform monitoring to make adjustments as life events evolve. The firm was founded in 2004.

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)

Website
9999 Carver Road, Suite 130, Cincinnati, OH 45242
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

Octavia Wealth Advisors assists the West Chester communities in organizing their financial resources. It assists clients in developing business, estate, tax, and retirement plans that are tailored to their specific needs. Members of the team also evaluate current portfolios and put strategies in place to rebalance individuals' investments. They also help with the selection of appropriate insurance policies for asset protection and risk management. Omar Morillo, one of the firm's wealth advisors, is a CFP, AIF, and ChFC.

License Verified:

License: 306909

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

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
7182 Liberty Centre Drive Unit I,, West Chester, OH 45069
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Preparation

Why choose this provider?

Leshnak Wealth is a financial advisory firm that serves clients in West Chester. It helps individuals reach their financial objectives through a wide variety of services, including retirement income and estate planning, individual and business tax preparation, and investment management. The company has adopted an investment process that includes assessing clients' investment goals, risk tolerance, expected rate of return, and available resources. Founder Robert M. Leshnak Jr., who has over 28 years of financial industry experience, established the company in 1997.

License Verified:

License: 154481

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 (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
4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
  • Certified Financial Planner (CFP)

Why choose this provider?

Total Wealth Planning caters to clients in the West Chester metro and the neighboring communities. Its list of services includes financial, business, retirement, and investment planning. The agency assists corporate executives in maximizing their benefits and completing their career transitions. Its agents help emerging affluent clients prioritize their cash flows and small business owners in achieving their entrepreneurial objectives. They also assist families, pre-retirees, and retirees in setting their finances. Principal and COO Rob Siegmann is a BFA who strives to keep clients motivated in reaching their financial goals.

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

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.

  • How can a West Chester resident build emergency savings?

    West Chester residents can build emergency savings by first saving enough to cover living expenses for a minimum of six months. Determine essential and non-essential expenses and limit spending on the latter. Open a money market or savings account separate from the daily savings. Set an achievable amount to save during each paycheck. One may even set up automatic transfers to that emergency account. If the emergency savings must be spent, build it back as soon as possible.

  • What are things that West Chester residents should do to prepare for the initial meeting with their prospective financial advisor?

    Things that can help West Chester residents prepare for the initial meeting with their prospective financial advisor include looking into their FINRA records, examining their social media accounts, and creating a list of pertinent questions they want to ask. They should determine the financial criteria most important to them and prepare to ask for clarity regarding the things they need help with. It is not essential to bring and present financial statements just yet.

  • What is CFP certification for West Chester financial planners?

    The CFP certification taken by West Chester financial planners is among the most important industry certifications recognized by advisors and clients. It is highly regarded because advisors may only qualify for it if they have already finished 6,000 hours of experience in their field and have passed a lengthy certification exam. Advisors who have CFP designation focus on providing financial planning in areas such as taxes, estate, insurance, and investments. The CFP Board gives the certifying exam.

  • How often must you meet with your West Chester financial advisor?

    You must meet with your West Chester financial advisor at least once yearly to reassess aspects of your finances, such as budget, investment performance, and taxes. It is the time when you should discuss with them if you think you are still on the right track so that you can both make changes to improve things and plan for the coming year.

  • How can West Chester residents take advantage of annuities?

    West Chester residents can take advantage of annuities by using them to generate a consistent and guaranteed income stream. Investors can purchase them through monthly premiums or lump-sum payments. This investment provides dividends after the period of annuitization and may last for the entirety of the life of the annuitant or a predetermined period. Annuities are insurance contracts from financial institutions wherein invested funds provide future payouts or fixed income streams.

  • 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.