Top financial advisors in Dayton, 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.
If you live in Dayton, OH, and face complex municipal income taxes that differ by city, you need an advisor who understands how these local rules affect your overall financial plan. Without this expertise, you might overlook tax-saving opportunities or miscalculate your tax burden.
- Local tax knowledge. Confirm the advisor’s experience navigating Dayton’s municipal income taxes and how they integrate this into your broader tax strategy.
- Comprehensive income planning. Ask how they coordinate city, state, and federal tax considerations to avoid surprises in your tax bill.
- Investment impact awareness. Ensure they understand how local taxes influence your investment returns and retirement income.
- Coordination with tax professionals. Check if they work closely with your tax preparer to align financial and tax planning effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ronald J
Series 66
Dayton, OH
J.P. Morgan Securities
Ronald Jones, based in Dayton, OH, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With 19 years of experience and a Series 66 designation, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking comprehensive investment advice integrated with local tax considerations.
Experience: 20 years
Avg account: $318,381
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Kyle F
Series 66
Cincinnati, OH
Wells Fargo Clearing
Kyle Fryer, based in Dayton, OH, offers financial advice through Wells Fargo Clearing, a large firm known for retirement plan consulting and a disciplined investment process using modern portfolio theory. With a Series 66 designation and experience at Miami University and a credit union, he serves high-net-worth clients with flat-fee and AUM-based pricing, differentiating him by combining institutional resources with personalized service.
Experience: 3 years
Avg account: $475,575
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Daniel F
Daytton, OH
Cambridge Investment Research Advisors
Daniel Fellers brings 40 years of experience to clients in Dayton, OH, offering expertise in retirement income strategy and plans for business owners, which is crucial for managing complex local tax implications. Affiliated with Cambridge Investment Research Advisors, a large firm, he provides flat-fee and AUM-based pricing, serving a diverse client base including executives and retirees, which may offer broader perspectives compared to smaller firms.
Experience: 40 years
Avg account: $378,281
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Tanyike F
Series 63
Dayton, OH
Primerica Advisors
Tanyike Freeman Smith offers expertise in income planning and tax-loss harvesting, which is crucial for managing Dayton's complex municipal income taxes. Working with Primerica Advisors, a large firm, she provides discretionary asset management through a wrap-fee program, charging a 1.74% fee, and serves individual and high-net-worth clients, distinguishing her approach from smaller local advisors.
Experience: 11 years
Avg account: $228,117
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James C
Series 63, Series 65
Dayton, OH
Beacon Capital Management, Inc.
James Cook's 23 years of experience in Dayton, OH, and his expertise in active portfolio management and tax-loss harvesting equip him to navigate complex local tax rules effectively. His firm, Beacon Capital Management, offers data-driven tactical allocation strategies using ETFs and mutual funds, serving a diverse client base, which may provide broader investment insights compared to advisors focusing solely on individual portfolios.
Experience: 23 years
Avg account: $195,477
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