Top financial advisors in Celina, 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 Celina, OH, managing your finances means navigating municipal income taxes that differ from city to city. Without an advisor familiar with these local tax nuances, you might miss opportunities to reduce your tax burden effectively.
- Local tax expertise. Confirm how the advisor accounts for Celina's specific municipal taxes in your financial plan.
- Integrated tax planning. Ask how they coordinate local tax considerations with your overall investment and retirement strategies.
- Experience with Ohio regulations. Ensure they understand state and local rules that impact your income and investments.
- Customized cash flow management. Look for advisors who tailor plans to your unique income sources and local tax obligations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tommie L
Series 63, Series 65
Celina, OH
SPC
Tommie Leininger offers deep local insight with 32 years of experience and expertise in retirement income strategy, tax-loss harvesting, and income planning, which are crucial for navigating Celina's municipal tax landscape. Affiliated with SPC, a large firm managing $5.66 billion in assets, he provides flat-fee segmented and comprehensive financial plans, distinguishing him with flexible fee options and a broad client service scope.
Experience: 32 years
Avg account: $192,080
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Mark N
Series 63
Celina, OH
Gradient Advisors, Llc
Mark Nagy brings 30 years of experience and expertise in retirement income strategy and general tax planning, making him well-equipped to address Celina's unique municipal tax challenges. As an independent advisor at Gradient Advisors, LLC, he combines fundamental, technical, and cyclical analysis to customize investment strategies, offering non-discretionary portfolio management that distinguishes him from others in the area.
Experience: 31 years
Avg account: $134,534
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Todd B
Series 66
Celina, OH
J.P. Morgan Securities
Todd Belden's 19 years of experience and Series 66 designation equip him to navigate Celina's unique municipal tax landscape effectively, integrating local tax considerations with wealth management strategies. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized reporting, he provides a 0.30% annual AUM fee structure, distinguishing him through access to extensive resources and a broad client service approach.
Experience: 19 years
Avg account: $318,381
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Eric M
Series 66
Celina, OH
Edward Jones
Eric Mohler's experience with retirement income strategy and values-based investing suits clients in Celina, OH, who need guidance on local tax nuances and sustainable investment options. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with a program fee up to 1.35% annually, differentiating him from smaller local advisors.
Experience: 4 years
Avg account: $246,728
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Douglas B
Series 66
Celina, OH
Cetera
Douglas Bertke's 17 years of experience and Series 66 designation equip him to navigate Celina's unique municipal tax landscape, especially for high earners and those approaching retirement. Operating within Cetera, a large firm offering flat-fee and negotiated hourly consulting, he provides tailored wealth management and tax-loss harvesting strategies, distinguishing him from advisors with less flexible fee structures or narrower client focuses.
Experience: 18 years
Avg account: $306,089
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