Top financial advisors in Dover, 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 need a financial advisor in Dover, OH if you're navigating complex municipal income taxes that differ by city, which can affect your overall tax planning. Without a specialist familiar with these local nuances, you risk overlooking tax-saving opportunities or miscalculating your liabilities.
- Local tax expertise. Confirm how they incorporate Dover's municipal taxes into your broader financial plan.
- Income tax coordination. Ask how they balance city, state, and federal tax strategies to optimize your after-tax income.
- Experience with diverse firms. Look for advisors who have worked with various firm sizes to understand different resource levels and approaches.
- Fee structure clarity. Discuss how flat fees or other pricing models might impact your long-term financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Steven W
Series 66
Dover, OH
The huntington Investment company
Steven Worsham's 21 years of experience and Series 66 credential position him well to navigate Dover's complex municipal income taxes, especially through his expertise in tax-loss harvesting and sustainable investing. Working at The Huntington Investment Company, a large firm managing $6.3 billion with an open-architecture platform, he offers access to diverse resources and a 2% AUM fee, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 22 years
Avg account: $184,627
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Christopher G
CFP®, Series 66, Series 63
Dover, OH
Edward Jones
Christopher Greenland's 12 years of experience and CFP® certification equip him to navigate Dover's complex municipal income taxes effectively, integrating tax-loss harvesting and multi-generational wealth transfer strategies. Working with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a clear fee structure of up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 12 years
Avg account: $246,728
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Randal L
Dover, OH
Cetera
Randal Longacher's 37 years of experience and CPA credentials equip him to navigate Dover's complex municipal income taxes effectively, integrating tax-loss harvesting and retirement plans for business owners into comprehensive wealth management. Operating within Cetera, a large firm offering diverse portfolio management and fiduciary solutions, he provides flat-fee financial planning and consulting, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 37 years
Avg account: $306,089
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Lesley G
Series 66
Dover, OH
J.P. Morgan Securities
Lesley Gambone's 23 years of experience and Series 66 designation equip her to navigate Dover's complex municipal income taxes effectively. Working with J.P. Morgan Securities, a large firm offering institutional consulting and customized performance reporting, she provides wealth management services with a 0.30% annual AUM fee, distinguishing her through access to extensive resources and seasoned expertise.
Experience: 23 years
Avg account: $318,381
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Elaine P
Series 66
Dover, OH
Raymond James Financial
Elaine Parrot's 22 years of experience and Series 66 designation equip her to navigate Dover's complex municipal income taxes effectively, integrating local tax considerations into retirement and business succession planning. Working with Raymond James Financial, a large firm offering flat-fee structures and extensive research support, she serves diverse clients including business owners and retirees, providing a seasoned approach distinct from smaller or less specialized advisors.
Experience: 23 years
Avg account: $700,796
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