Laurels

Best Financial Advisors in West Chester
2022

Brass Tax Wealth Management

Brass Tax Wealth Management

  • 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.

4755 Cornell Rd,
Blue Ash, OH 45241

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Bullseye Investment Management

Bullseye Investment Management

  • 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.

4100 Executive Park Drive Suite 210
West Chester, OH 45241

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Esteem Wealth Partners

Esteem Wealth Partners

  • 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.

3805 Edwards Road Suite 200
Cincinnati, OH 45209

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Family Wealth Advisory Group

Family Wealth Advisory Group

  • 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.

7359 E Kemper Rd # A
Cincinnati, OH 45249

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Harvest Financial Advisors

Harvest Financial Advisors

  • 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.

8840 Cincinnati Dayton Road
West Chester, OH 45069

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Incline Wealth Advisors

Incline Wealth Advisors

  • 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.

4030 Smith Rd., Suite 200,
Cincinnati, OH 45209

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

kANU Asset Management, LLC

kANU Asset Management, LLC

  • 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.

4015 Executive Park Drive, Suite 402
Cincinnati, OH 45241

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Kehoe Financial Advisors

Kehoe Financial Advisors

  • 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.

125 Boggs Lane
Cincinnati, OH 45246

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Leshnak Wealth

Leshnak Wealth

  • 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.

7182 Liberty Centre Drive Unit I,
West Chester, OH 45069

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Octavia Wealth Advisors

Octavia Wealth Advisors

  • 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.

9999 Carver Road, Suite 130
Cincinnati, OH 45242

WebsiteInstagram

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Retirement Plan Partners, LLP

Retirement Plan Partners, LLP

  • 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.

4555 Lake Forest Drive Suite 650
Cincinnati, OH 45242

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Scheeler Financial Group

Scheeler Financial Group

  • 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.

9078 Union Centre Boulevard Suite 202
West Chester, OH 45069

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Skylight Financial Group

Skylight Financial Group

  • 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.

3825 Edwards Road, Suite 210
Cincinnati, OH 45209

WebsiteInstagram

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

Stevens Investment Group, Inc.

Stevens Investment Group, Inc.

  • 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.

8194 Liberty Way
West Chester, OH 45069

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Total Wealth Planning

Total Wealth Planning

  • 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.

4665 Cornell Rd. Suite 160
Cincinnati, OH 45241

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

31 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Truepoint Wealth Counsel

Truepoint Wealth Counsel

  • 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.

9999 Carver Road, Suite 200
Cincinnati, OH 45242

WebsiteInstagram

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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