Top financial advisors in New Philadelphia, 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 seek a financial advisor in New Philadelphia, OH when you're navigating complex municipal income taxes that differ by city, which can affect your overall tax planning. Without expertise in these local tax nuances, you risk overlooking key deductions or miscalculating your tax burden.
- Local tax knowledge. Confirm how the advisor accounts for New Philadelphia's municipal taxes in your financial plan.
- Integrated tax and investment approach. Ask how they balance tax implications with your investment strategy to optimize outcomes.
- Experience with diverse firms. Inquire about their background working within both large and independent firms to understand different resource access.
- Fee structure clarity. Understand whether they offer flat-fee arrangements and how that might impact your ongoing costs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Paul G
CFP®, Series 63, Series 66
New Philadelphia, OH
Edward Jones
Paul Gorgas brings 27 years of experience and CFP® certification to clients in New Philadelphia, OH, specializing in retirement income strategy and wealth management. Working with Edward Jones, a large firm serving over four million clients, he offers both discretionary and non-discretionary investment strategies with a program fee up to 1.35% annually, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 27 years
Avg account: $246,728
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Patrick M
Series 63
New Philadelphia, OH
Eagle Strategies (NY Life)
Patrick Moeller's 35 years of experience and Series 63 designation equip him to navigate New Philadelphia's complex municipal tax landscape, especially for retirement income and business owner plans. Affiliated with Eagle Strategies, a large firm linked to New York Life, he offers diverse fee structures including AUM and hourly rates, providing flexible options compared to other local advisors.
Experience: 35 years
Avg account: $235,446
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Austin F
Series 66
New Philadelphia, OH
Commonwealth Financial Network
Austin Fearon offers expertise in tax-loss harvesting and retirement income strategy, which is valuable for managing New Philadelphia's complex municipal taxes. Affiliated with Commonwealth Financial Network, a large firm, he provides flat-fee consulting options and combines active portfolio management with wealth management, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 3 years
Avg account: $568,323
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Juliet H
Series 66
Canton, OH
J.P. Morgan Securities
Juliet Halter's 21 years of experience at J.P. Morgan Securities equip her to navigate New Philadelphia's complex municipal tax environment, integrating wealth management with local tax considerations. Her role at a large firm offering institutional consulting and a 0.30% annual AUM fee distinguishes her from advisors at smaller firms, providing access to extensive resources and customized performance reporting.
Experience: 21 years
Avg account: $318,381
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Cale O
Series 65
New Philadelphia, OH
Rea Wealth Management
Cale Ogi, based in New Philadelphia, OH, offers expertise in options and derivatives strategies, supported by his Series 65 designation and experience at both large and independent firms. His firm, Rea Wealth Management, manages nearly $900 million for 890 clients, providing asset management and financial planning with a blend of customized and model-based portfolios, charging a 1.5% AUM fee or $250 hourly, which may suit clients seeking flexible fee options.
Experience: 3 years
Avg account: $932,578
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