Top financial advisors in Kettering, 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.
When you live in Kettering, OH, managing your finances means navigating local municipal income taxes that differ by city. Without an advisor familiar with these nuances, you might overlook tax-saving opportunities or face unexpected liabilities.
- Local tax expertise. Confirm how they incorporate Kettering's municipal taxes into your overall financial plan.
- Experience with diverse firms. Ask how working with both large and independent firms shapes their approach to your unique needs.
- Fee structure clarity. Understand whether they offer flat-fee options and how that impacts the services you receive.
- Client generation focus. Inquire if they have experience advising clients across different generations, such as Baby Boomers or Millennials, to ensure they understand your life stage.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Yuh Chen Y
Series 66
Kettering, OH
Edward Jones
Yuh Chen Yu offers expertise in retirement income strategy and multi-generational wealth transfer, which is valuable for navigating Kettering's unique municipal tax environment. Affiliated with Edward Jones, a large firm with over 23,000 advisors and $1 trillion in assets, Yu provides services with a fee structure up to 1.35% annually, bringing experience from both large institutions and entrepreneurial ventures.
Experience: 2 years
Avg account: $246,728
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John A
Series 66
Dayton, OH
Raymond James Financial
John Anderson's experience with business exit strategies and retirement income planning suits clients in Kettering, OH, who need guidance on local tax implications and estate planning. Affiliated with Raymond James Financial, a large firm offering flat-fee planning options, he serves diverse clients including executives and business owners, providing tailored advice supported by firm research and asset allocation tools.
Experience: 3 years
Avg account: $700,796
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Lucas D
Series 63, Series 65
Kettering, OH
First Command Advisory Services
Lucas Draper offers expertise in retirement income strategy and tax-loss harvesting, which can help navigate Kettering's unique municipal tax environment. Affiliated with the large firm First Command Advisory Services, he brings 18 years of experience and focuses on young professionals and self-employed clients, managing portfolios with a 1.30% AUM fee, distinguishing him from advisors at smaller firms or with different client focuses.
Experience: 18 years
Avg account: $214,697
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Alfredo S
Series 63, Series 65
Kettering, OH
The Private Investment Group, Inc.
Alfredo Sandoval's extensive 37 years of experience and Series 63 and 65 designations equip him to navigate Kettering's unique municipal tax landscape effectively. His firm, The Private Investment Group, offers a blend of active and passive portfolio management with a flat-fee consulting option, catering to diverse clients including individuals and pension plans, which distinguishes him from other local advisors.
Experience: 37 years
Avg account: $974,697
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Lisa D
Series 63, Series 65
Kettering, OH
LPL Financial
Lisa Drahman Wicks brings 23 years of experience and local presence in Kettering, OH, with expertise in college savings plans and a clear flat-fee structure for financial planning. Affiliated with LPL Financial, a large firm offering diverse advisory programs and advanced technologies, she combines seasoned insight with access to broad resources, distinguishing her from advisors at smaller or independent firms.
Experience: 23 years
Avg account: $399,489
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