Top financial advisors in Ashland, OH
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Ashland, OH, and face complex municipal income taxes that differ by city, you need an advisor who understands these local nuances. Without this expertise, you might overlook tax-saving opportunities or miscalculate your tax liabilities.
- Local tax knowledge. Confirm how they navigate Ashland's municipal tax rules and coordinate with city tax authorities.
- Income tax planning. Ask how they integrate municipal taxes into your overall tax strategy to avoid surprises.
- Coordination with tax preparers. Ensure they work closely with your tax professional to align planning and filing.
- Experience with local clients. Look for advisors familiar with Ashland's economic environment and common financial challenges.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Benjamin K
Series 66
Ashland, OH
Edward Jones
Benjamin Key's experience at Edward Jones equips him to address Ashland's complex municipal income taxes, integrating local tax nuances into comprehensive financial strategies. His background includes charitable giving and multi-generational wealth transfer, supported by a large firm with extensive resources and a program fee up to 1.35% annually, distinguishing him from advisors with smaller practices or narrower specialties.
Experience: 3 years
Avg account: $246,728
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Jarrod L
Series 65
Ashland, OH
Crosby Advisory Group, LLC
Jarrod Lifer, based in Ashland, OH, offers financial advice with a focus on annuities and holds a Series 65 designation, which may help navigate local tax complexities. As an independent advisor at Crosby Advisory Group, he applies a long-term, modern portfolio theory approach and manages accounts with a 1.00% annual fee, catering to individuals and high-net-worth clients.
Experience: 1 year
Avg account: $152,164
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Donald G
Series 63
Ashland, OH
Commonwealth Financial Network
Donald Graham's extensive 43 years of experience and affiliation with Commonwealth Financial Network equip him to navigate Ashland's complex municipal income taxes effectively. His firm offers flat-fee consulting services and discretionary portfolio management, distinguishing him from others by combining seasoned expertise with flexible fee structures and access to a broad range of advisory programs.
Experience: 43 years
Avg account: $568,323
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Lynn L
Series 63, Series 65
Ashland, OH
Livesberger Financial Advisory
Lynn Livelsberger offers 14 years of experience in Ashland, OH, with expertise in general tax planning and retirement strategies, making him well-equipped to handle local municipal income tax complexities. His firm provides discretionary portfolio management emphasizing asset diversification, charges up to 2% AUM fees in the first year, and serves a diverse client base including individuals and small businesses, distinguishing him from other advisors in the area.
Experience: 14 years
Avg account: $446,414
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Jeffrey D
Series 63, Series 65
Ashland, OH
PNC Wealth Management
Jeffrey Deeter's 22 years of experience and Series 63 and 65 licenses equip him to navigate Ashland's complex municipal income taxes effectively. At PNC Wealth Management, he leverages model-based advisory programs and a mix of passive and active portfolio management, offering a 0.85% annual fee structure that suits executives seeking large-firm resources and algorithm-driven investment strategies.
Experience: 22 years
Avg account: $182,752
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