Ways to browse advisors serving Cincinnati, OH

Pick a specialty or descriptor to browse more advisors serving Cincinnati, OH.

By how they work

Type	Advisors
Large-firm	3,397
Flat-fee	1,453
Seasoned	1,256
Independent	861
CFP®-certified	662

By who they serve

Type	Advisors
High-net-worth	731
Gen X	5

Browse by specialty

Find advisors serving Cincinnati, OH who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,859
Active portfolio management	1,366
Executive	1,269
Wealth management	1,151
Charitable giving & philanthropy	1,100
Tax-loss harvesting	1,065
General retirement planning	916
Retired	916
Retirement plans for business owners (SEP, solo 401k)	659
Retirement income strategy	624
ESG / Sustainable investing	549
Cash flow / budgeting	495
Private / alternative investments	479
Approaching retirement	465
Income planning	434
Passive / index investing	394
Mid-Career Professionals	391
College savings (529s, UTMA, etc.)	359
Options & derivatives strategies	321
General estate planning guidance	313
Annuities	231
Equity compensation tax strategy	226
HENRY (High Earners, Not Rich Yet)	209
Social Security optimization	177
Real estate investing	174
Business exit / sale strategy	165
Concentrated stock management	158
Retirement withdrawal strategies	126
Business succession planning	95
Multi-generational wealth transfer	87
General tax planning	63
Financial Professional	60
Parents	57
Divorce financial planning	55
Self-Employed	48
Attorney	46
Values-based investing	46
Long-term care insurance	44
Business ownership considerations	43
Married/Couples/Partners	38
Life insurance needs analysis	36
Divorced	34
Liquidity event planning	32
Debt management	28
Exec comp design	25
Equity Recipients (RS/RSU, SOP, ESPP)	24
Tax strategies for small businesses	22
Consultant	21
Educators, Teachers, and Academics	19
Established Professionals	18
Women Professionals	17
Doctor or Medical Professional	15
Young Families	12
Family Business	8
Medicare planning	8
Religious/faith focused	8
Business sale tax planning	7
Business Financial Management	4
Dual Income Family	3
Roth conversion strategy	3
Young Professionals	3

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