Top financial advisors in Greenville, 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 Greenville, OH, and face complex municipal income taxes that differ by city, you need an advisor who understands these local tax nuances. Without this knowledge, you might miss opportunities to reduce your tax burden or mismanage your investment withdrawals.
- Local tax expertise. Confirm how they navigate Greenville's municipal taxes and coordinate with state and federal rules.
- Income timing strategies. Ask how they plan income recognition to minimize tax spikes caused by city tax variations.
- Withdrawal sequencing. Ensure they consider municipal tax impacts when advising on which accounts to draw from first.
- Coordination with tax preparers. Check how they work with your tax professional to handle city-specific filings and payments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Brad H
Series 63, Series 66
Greenville, OH
J.P. Morgan Securities
Brad Hare's 24 years of experience and Series 63 and 66 licenses equip him to navigate Greenville's complex municipal income taxes effectively. Working at J.P. Morgan Securities, a large firm offering institutional consulting and customized reporting, he combines wealth management expertise with a focus on executives and business owners, charging a 0.30% annual AUM fee, which may suit clients seeking seasoned guidance with institutional resources.
Experience: 25 years
Avg account: $318,381
-
Matthew A
CFP®, Series 63, Series 66
Greenville, OH
OSAIC
Matthew Arnold's 39 years of experience and CFP® certification equip him to navigate Greenville's complex municipal income taxes effectively. Affiliated with OSAIC, a large SEC-registered firm, he offers flat-fee financial planning and serves diverse clients including nonprofits and pension plans, distinguishing him with broad expertise and flexible fee structures compared to other local advisors.
Experience: 40 years
Avg account: $398,336
-
Douglas S
Series 63
Greenville, OH
Creative Financial Designs, Inc.
Douglas Shields offers 33 years of experience in Greenville, OH, with expertise in ESG and options strategies, which can help navigate complex municipal income taxes. His firm provides discretionary and non-discretionary management, including Biblical Responsible Investing, with flexible fees ranging from hourly to retainer, distinguishing him from others by combining local insight with faith-focused investment options.
Experience: 34 years
Avg account: $275,989
-
Todd S
Series 63
Greenville, OH
Edward Jones
Todd Subler's extensive 26 years of experience and focus on retirement income and withdrawal strategies make him well-equipped to address Greenville's complex municipal tax challenges. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he offers a structured fee program and serves a diverse client base, distinguishing him from advisors at smaller firms or with narrower specialties.
Experience: 26 years
Avg account: $246,728
-
Erin S
Series 66
Greenville, OH
Raymond James Financial
Erin Sherry's 12 years of experience and Series 66 license equip her to address Greenville's complex municipal income taxes, especially through her expertise in retirement and business succession planning. Operating under the large firm Raymond James Financial with a flat-fee structure, she offers personalized service as a branch owner, distinguishing her from advisors at smaller firms or with different fee models.
Experience: 12 years
Avg account: $700,796
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Greenville, 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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")