Top financial advisors in Findlay, 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 Findlay, OH, and face complex municipal income taxes that differ by city, you need an advisor who understands these local tax nuances. Without this expertise, you might overlook tax-saving opportunities or miscalculate your tax liabilities.
- Local tax knowledge. Confirm how they navigate Findlay's municipal taxes and coordinate with state and federal rules.
- Income tax planning. Ask how they integrate city tax variations into your overall tax strategy to avoid surprises.
- Experience with local regulations. Look for advisors familiar with Findlay's specific tax codes and any recent changes.
- Coordination with tax preparers. Ensure they work closely with your tax professionals to align planning and filing accurately.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew L
Series 63
Findlay, OH
Tlg Advisors, Inc.
Matthew Leddy in Findlay, OH, offers wealth management and active portfolio management with a focus on business ownership considerations, supported by his Series 63 designation and three years of experience. His firm, TLG Advisors, Inc., operates as a large firm with flat-fee options and emphasizes manager selection and fundamental analysis, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 3 years
Avg account: $430,112
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Grant M
Series 66
Findlay, OH
Edward Jones
Grant Morman in Findlay, OH, offers wealth management and tax-loss harvesting expertise, supported by Edward Jones' extensive resources and large firm capabilities. With a Series 66 designation and experience working with executives and business owners, he provides tailored strategies within a firm managing over $1 trillion in assets, differentiating him through access to broad investment options and a comprehensive client network.
Experience: 1 year
Avg account: $246,728
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Timothy B
Series 66
Findlay, OH
Thrivent Investment Management
Timothy Bracy's 29 years at Thrivent Investment Management in Findlay, OH, equip him to navigate complex local tax nuances, including municipal income taxes. His experience with business ownership considerations and affiliation with a large firm offering dedicated planning services distinguishes him from others by providing comprehensive, goal-based financial analyses alongside managed-account options under a consolidated billing structure.
Experience: 29 years
Avg account: $162,801
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Scott H
CFP®, Series 63, Series 65
Findlay, OH
Resolute Wealth Advisor, Inc.
Scott Hohman offers expertise in wealth management and retirement plans for business owners, making him well-suited to navigate Findlay's complex municipal income taxes. His firm emphasizes asset allocation and diversification, serving high-net-worth clients with a flat-fee structure and 25 years of industry experience, distinguishing him from other local advisors.
Experience: 25 years
Avg account: $265,167
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Nathaniel B
Series 66
Findlay, OH
Mass Mutual Investors Services
Nathaniel Brubaker, based in Findlay, OH, offers financial planning through Mass Mutual Investors Services, a large firm known for collaborative, annual planning using analytical tools. While his specialties include divorce financial planning and estate guidance, his approach benefits from the firm's broad services to individuals and business owners, distinguishing him from advisors with more local tax-specific experience.
Experience: 0 years
Avg account: $249,379
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