Top financial advisors in Chillicothe, 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 Chillicothe, OH when facing complex decisions involving municipal income taxes, which differ by city and can affect your overall tax strategy. Without expertise in local tax nuances, you risk overlooking key deductions or miscalculating your tax burden.
- Local tax knowledge. Confirm how they incorporate Chillicothe's municipal taxes into your financial plan to avoid surprises.
- Comprehensive tax planning. Ask if they consider city, state, and federal taxes together rather than in isolation.
- Experience with diverse firms. Advisors here come from various firm sizes; understanding their background can reveal how they handle resources and client service.
- Fee structure clarity. Inquire about flat fees versus other pricing models to see which aligns best with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Mark F
Series 63
Chillicothe, OH
Money Concepts Capital Corp
Mark Frazier's 24 years of experience and dual roles as a financial advisor and CPA in Chillicothe, OH, equip him to navigate complex municipal tax issues effectively. His firm, Money Concepts Capital Corp, offers diverse managed programs and employs both fundamental and technical analysis, distinguishing him with a large-firm resource base and a fee structure that includes a 0.8125% annual AUM fee and negotiable consulting rates.
Experience: 25 years
Avg account: $237,847
-
William W
Series 63
Chillicothe, OH
Primerica Advisors
William Willis in Chillicothe, OH, brings 24 years of experience and expertise in tax-loss harvesting and income planning, which can help navigate local municipal tax complexities. Affiliated with Primerica Advisors, a large firm offering discretionary asset management with a percentage-based wrap fee, he serves both individual and high-net-worth clients, differentiating him through access to model-delivery strategies and third-party asset managers.
Experience: 24 years
Avg account: $228,117
-
Matthew D
Series 66
Chillicothe, OH
Edward Jones
Matthew Dresbach's decade of experience and Series 66 designation equip him to navigate Chillicothe's municipal tax complexities, especially through Edward Jones' comprehensive wealth management services. His firm's large scale, managing over $1 trillion in assets with a nationwide network, offers robust resources and a structured fee of up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 10 years
Avg account: $246,728
-
James S
CFP®, Series 63
Chillicothe, OH
Cambridge Investment Research Advisors
James Schafer's 35 years of experience and CFP® certification equip him to navigate Chillicothe's municipal income tax complexities, especially for retirees and business owners focusing on retirement income and plans. Operating within Cambridge Investment Research Advisors, a large firm, he offers flat-fee financial planning and combines model-based with discretionary investment approaches, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 36 years
Avg account: $378,281
-
William R
Series 63, Series 65
Chillicothe, OH
LPL Financial
William Rathkamp's 16 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting equip him to navigate Chillicothe's municipal tax complexities effectively. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and extensive in-house research, he serves a diverse client base including high-net-worth households, providing a broad range of investment and insurance solutions.
Experience: 17 years
Avg account: $399,489
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Chillicothe, OH
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)