Top financial advisors in Beavercreek, 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.
You might seek a financial advisor in Beavercreek, OH, if you're navigating complex municipal income taxes that differ by city, which can affect your overall tax planning. Without expertise in local tax nuances, advisors may overlook these details, leading to unexpected tax liabilities.
- Local tax knowledge. Confirm how they incorporate Beavercreek's municipal taxes into your financial plan to avoid surprises.
- Comprehensive income strategy. Ask how they balance city, state, and federal taxes when advising on income and investments.
- Experience with local regulations. Inquire about their familiarity with Ohio's tax rules and how they impact your financial goals.
- Coordination with tax professionals. Ensure they work closely with your tax preparer to align strategies across all tax levels.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John C
Series 63, Series 65
Beavercreek, OH
Cambridge Investment Research Advisors
John Campbell II's 33 years of experience and Series 63 and 65 licenses equip him to navigate Beavercreek's complex municipal tax environment, especially for retirement income and business owner plans. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he also brings added value through his insurance agency partnership and business ownership, distinguishing him from other local advisors.
Experience: 34 years
Avg account: $378,281
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Alexander W
CFP®, Series 66
Beavercreek, OH
Equity Services, inc.
Alexander Wolodkiewicz, based in Beavercreek, OH, brings 10 years of experience and CFP® certification, offering expertise in options strategies and retirement plans for business owners. Working at Equity Services, Inc., a large firm with flat-fee financial planning up to $1,200, he combines proprietary and third-party platforms for long-term, manager-driven portfolios, distinguishing him from advisors with smaller firms or different fee structures.
Experience: 11 years
Avg account: $221,971
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Amy A
Series 66
Beavercreek, OH
Edward Jones
Amy Allen in Beavercreek, OH, offers wealth management with expertise in tax-loss harvesting and multi-generational wealth transfer, which can help navigate local tax complexities. Affiliated with Edward Jones, a large firm with over 23,800 advisors, she provides access to diverse advisory programs and a fiduciary standard, differentiating her through broad resources and structured fee programs up to 1.35% annually.
Experience: 1 year
Avg account: $246,728
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Steven R
CFP®, Series 66
Centerville, OH
Morgan Stanley
Steven Ryan's 26 years of experience and CFP® certification equip him to navigate Beavercreek's complex municipal tax environment effectively. Operating within PNC Wealth Management, a large firm offering model-based advisory services with a 0.85% annual AUM fee, he combines active portfolio management and passive investing strategies, catering especially to executives seeking tailored wealth management solutions.
Experience: 27 years
Avg account: $670,481
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Martin H
Beavercreek, OH
G. A. Repple & Company
Martin Hummel offers nearly two decades of experience in Beavercreek, OH, with specialties including retirement and divorce financial planning, which can help navigate local tax complexities. His firm, G. A. Repple & Company, provides diverse portfolio management options and flat-fee planning, distinguishing him from others by combining personalized strategies with flexible fee structures and a focus on individual client needs.
Experience: 20 years
Avg account: $217,968
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