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Best Financial Advisors in West Chester

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Brass Tax Wealth Management logo

Brass Tax Wealth Management

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

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.

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Bullseye Investment Management logo

Bullseye Investment Management

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

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.

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Esteem Wealth Partners logo

Esteem Wealth Partners

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

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.

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Family Wealth Advisory Group logo

Family Wealth Advisory Group

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

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.

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Harvest Financial Advisors logo

Harvest Financial Advisors

8840 Cincinnati Dayton Road, West Chester, OH 45069
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  • Certified Financial Planner (CFP)

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.

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Incline Wealth Advisors logo

Incline Wealth Advisors

4030 Smith Rd., Suite 200,, Cincinnati, OH 45209
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  • Certified Financial Planner (CFP)
  • Tax Preparation

Incline Wealth Advisors serves business owners, young professionals, and families in West Chester and nearby areas. It offers financial planning, tax preparation, and investment or retirement plan management. Educational seminars and speaking engagements are provided to those who are looking for general investment and personal finance advice. It also reduces risks by assisting clients in understanding and meeting fiduciary responsibilities. The firm is led by John Bovard, a certified financial planner and IRS enrolled agent.

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kANU Asset Management, LLC logo

kANU Asset Management, LLC

4015 Executive Park Drive, Suite 402, Cincinnati, OH 45241
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  • Certified Financial Planner (CFP)

kANU Asset Management, LLC, caters to business owners, physicians, pre-retirees, and retirees across the West Chester area. It assists people in managing their wealth and investments; minimizing their tax responsibilities; and planning their incomes, insurance coverage, estates, and retirement. Enyi Kanu established the company in 2004 to help high-net-worth individuals preserve and build on their wealth. kANU Asset Management's team brings over 200 years of collective experience in financial services. The members hold various designations, such as JD, CPA, CFP, ChFC, LUTCF, and CLU.

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Kehoe Financial Advisors logo

Kehoe Financial Advisors

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

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.

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Leshnak Wealth logo

Leshnak Wealth

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

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.

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Octavia Wealth Advisors logo

Octavia Wealth Advisors

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

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.

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Retirement Plan Partners, LLP logo

Retirement Plan Partners, LLP

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

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.

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Scheeler Financial Group logo

Scheeler Financial Group

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

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.

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Skylight Financial Group logo

Skylight Financial Group

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

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.

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Stevens Investment Group, Inc. logo

Stevens Investment Group, Inc.

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

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.

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Total Wealth Planning logo

Total Wealth Planning

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

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.

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Truepoint Wealth Counsel logo

Truepoint Wealth Counsel

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

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.

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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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