Top financial advisors in Cambridge, 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.
When you live in Cambridge, OH, managing your finances means navigating municipal income taxes that differ by city, which can affect your overall tax picture. Without an advisor familiar with these local tax nuances, you might miss opportunities to reduce your tax burden effectively.
- Local tax expertise. Confirm how they incorporate Cambridge's municipal taxes into your broader financial plan.
- Comprehensive tax planning. Ask how they coordinate city, state, and federal tax strategies to avoid surprises.
- Experience with local regulations. Look for advisors who understand Ohio's specific tax rules and how they impact your investments.
- Customized income strategies. Ensure they tailor income plans that consider local tax rates and your unique financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Stephen M
Series 65, Series 63
Zanesville, OH
Ameriprise
Stephen Mcelroy brings 32 years of experience in retirement income strategy and Social Security optimization, making him well-suited to address the complex tax considerations in Cambridge, OH. Operating from Ameriprise, a large firm known for research-driven, tax-efficient planning, he serves clients approaching retirement with significant assets and charges a 0.15% AUM fee, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 33 years
Avg account: $471,167
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Nathan L
Series 63, Series 66
Cambridge, OH
Raymond James Financial
Nathan Larrick's 19 years of experience and Series 63 and 66 credentials equip him to navigate Cambridge, OH's unique municipal tax environment, especially through his expertise in retirement and business succession planning. Affiliated with Raymond James Financial, a large firm offering flat-fee structures and comprehensive financial planning, he serves a diverse client base including business owners and retirees, providing non-discretionary investment consulting that emphasizes client decision authority.
Experience: 19 years
Avg account: $700,796
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Mikelle C
Series 63
Cambridge, OH
Janney Montgomery Scott
Mikelle Copella's 20 years of experience and Series 63 designation equip her to navigate Cambridge, OH's unique municipal tax landscape, integrating tax-loss harvesting and ESG investing into financial plans. Affiliated with Janney Montgomery Scott, a large firm managing over $100 billion in assets, she offers flat-fee options and serves high-net-worth clients, distinguishing her with both local insight and flexible fee structures.
Experience: 21 years
Avg account: $406,735
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Edward H
Series 63
Zanesville, OH
Primerica Advisors
Edward Hickman brings 23 years of experience and specializes in income planning and tax-loss harvesting, which are crucial for managing Cambridge's complex municipal taxes. Operating through Primerica Advisors, a large firm offering discretionary asset management with a tiered wrap-fee structure, he serves both individual and high-net-worth clients, differentiating him with access to model-delivery strategies and third-party asset managers.
Experience: 23 years
Avg account: $228,117
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Robert H
Series 66
Cambridge, OH
Edward Jones
Robert Howell's nine years of experience and Series 66 license equip him to navigate Cambridge's unique municipal tax landscape, integrating tax-loss harvesting and multi-generational wealth transfer strategies. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers both discretionary and non-discretionary investment options with a program fee up to 1.35% annually, distinguishing him through extensive resources and tailored wealth management.
Experience: 10 years
Avg account: $246,728
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