Top financial advisors in Marion, 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 be looking for financial advisors in Marion, OH when you want local expertise to navigate your financial decisions with an understanding of the area's economic environment. A common mistake is choosing an advisor who lacks familiarity with Marion's specific market conditions, which can lead to less effective planning.
- Local market knowledge. Confirm how well they understand Marion's economic trends and how that impacts your investments.
- Experience level. Ask about their years of practice and how that experience translates into handling complex financial situations.
- Fee structure clarity. Understand whether they charge flat fees or commissions, and how that affects your overall costs.
- Firm size impact. Inquire how working with a large firm versus an independent advisor might influence the services and attention you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Thomas K
Series 66
Marion, OH
Ameriprise
Thomas Kenney offers retirement income strategies tailored for clients approaching retirement in Marion, OH, leveraging 19 years of experience and a Series 66 credential. Affiliated with Ameriprise, a large firm known for research-driven, tax-efficient planning and a 0.15% AUM fee, he provides structured, non-discretionary recommendations, distinguishing him from advisors at smaller firms or with different fee models.
Experience: 19 years
Avg account: $471,167
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Jay W
Series 66
Marion, OH
LPL Financial
Jay Walker offers local expertise in Marion, OH, with 18 years of experience and specialties including wealth management, retirement plans for business owners, and tax-loss harvesting. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent fees and access to a broad range of investment solutions.
Experience: 19 years
Avg account: $399,489
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Earl M
Series 65
Marion, OH
H&M Financial Advisors
Earl Manter's 25 years of experience and Series 65 designation equip him to address Marion's financial landscape, especially for clients approaching retirement or established professionals. His role at H&M Financial Advisors, which offers co-advisory and fiduciary services alongside active portfolio management, distinguishes him by combining tax strategy expertise with institutional-level planning support.
Experience: 26 years
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Lars O
CFP®, Series 63, Series 65
Marion, OH
Sanctuary Advisors, LLC
Lars Olson's 33 years of experience and CFP® certification equip him to address Marion, OH's financial landscape, especially in retirement income and business exit strategies. Working with Sanctuary Advisors, a large firm offering flat-fee financial planning, he combines seasoned expertise with access to diverse investment programs, distinguishing him from advisors at smaller firms or with commission-based fees.
Experience: 34 years
Avg account: $1,618,113
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Scott C
Series 66
Marion, OH
Commonwealth Financial Network
Scott Crawford offers local expertise in Marion, OH, with over 22 years of experience and a Series 66 designation, specializing in wealth management, retirement income strategy, and tax-loss harvesting. Affiliated with Commonwealth Financial Network, a large firm supporting nearly 3,000 advisors, he provides flat-fee consulting options and combines active portfolio management with passive investing strategies, distinguishing him from other advisors in the area.
Experience: 22 years
Avg account: $568,323
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