Top passive / index investing financial advisors in New Philadelphia, OH

Paul Gorgas is a CFP®-certified financial advisor with Edward Jones in New Philadelphia, OH, where he has worked since 1998, totaling 27 years of industry experience. He is the sole proprietor of Gorgas, LLC, a private limited liability company. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services through a nationwide network of over 23,000 financial advisors. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Moeller is a financial advisor with Eagle Strategies (New York Life) based in New Philadelphia, Ohio. He holds a Series 63 designation and has 35 years of industry experience. He has operated Moeller Financial Strategies since 2002 and has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since the early 1990s. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and emphasizes advisory services connected to insurance and annuity products.

Austin Fearon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at Commonwealth Financial Network and MaPP Investment Service, LLC since 2023 and previously was employed at the University of Mount Union and Garaway High School. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and discretionary model portfolios, while acting as a platform and operations provider for affiliated advisors.

Juliet Halter is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as President and signing officer of Birch Road LLC, a family-owned entity managing property interests. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Cale Ogi is a financial advisor at Rea Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked with firms including Commonwealth Financial Network and Whitcomb & Hess. Rea Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages nearly $900 million in assets for close to 900 clients and employs individualized asset allocation strategies through a mix of custom holdings and model portfolios.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.