Top advisors in Ohio
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 need a financial advisor in Ohio when you're navigating complex local tax rules or planning for retirement in a state with unique pension considerations. Without an advisor familiar with Ohio's specific financial landscape, you risk missing opportunities or facing unexpected tax burdens.
- Local tax expertise. Confirm how they handle Ohio's income tax nuances and any city-specific taxes that could affect your plan.
- Retirement plan knowledge. Ask how they incorporate Ohio's public pension systems or state retirement benefits into your strategy.
- Investment approach. Look for advisors who tailor portfolios considering Ohio's economic sectors and regional market trends.
- Estate planning awareness. Ensure they understand Ohio's probate laws and estate tax implications to protect your assets effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin is equipped to assist with financial planning in Ohio, leveraging her expertise in tax-loss harvesting and private investments, which can be valuable for navigating Ohio's tax nuances and retirement planning. Her firm, Waverly Advisors, LLC, offers both discretionary and non-discretionary portfolio management with flat-fee and tiered AUM options, serving a diverse client base including individuals and corporations, which may provide flexible solutions compared to other advisors.
Experience: 2 years
Avg account: $1,639,930
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Elanna G
CFP®, Series 66
Cleveland, OH
Cambridge Investment Research Advisors
Elanna Gould's expertise in retirement income strategy and plans for business owners suits those navigating Ohio's retirement landscape, including public pension considerations. Based in Cleveland and affiliated with Cambridge Investment Research Advisors, she offers flat-fee financial planning and consulting, backed by five years of experience and CFP® certification, distinguishing her within a large firm environment focused on diverse client needs.
Experience: 5 years
Avg account: $378,281
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Thomas T
Series 66
Independence, OH
Hantz financial Services, Inc.
Thomas Trefzger is equipped to assist with Ohio-specific financial needs through his expertise in retirement plans for business owners and tax-loss harvesting, which are crucial for navigating local tax rules and retirement benefits. His affiliation with Hantz Financial Services, a large firm offering flat-fee options and model-driven ETF strategies, provides access to comprehensive planning and fiduciary services, distinguishing him from advisors with smaller firm resources or different fee structures.
Experience: 7 years
Avg account: $420,083
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Zachary S
Series 63, Series 66
Lorain, OH
J.P. Morgan Securities
Zachary Stillman is equipped to assist with financial planning in Ohio, leveraging 12 years of experience and expertise in wealth management at J.P. Morgan Securities, a large firm known for institutional consulting and customized investment solutions. His background includes roles at major financial institutions, and he serves executive and founder/business owner clients, offering a 0.30% annual AUM fee structure that may appeal to those seeking comprehensive services within a large institutional framework.
Experience: 12 years
Avg account: $318,381
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Ryan V
CFP®, Series 63, Series 66
Richfield, OH
Schwab Wealth Advisory
Ryan Vollweiler's extensive 22 years of experience and CFP® certification equip him to navigate Ohio's complex tax and retirement landscapes effectively, including local tax nuances and pension considerations. Operating within Schwab Wealth Advisory, a large firm known for its proprietary research and asset-allocation models, he offers a blend of active and passive portfolio management, distinguishing him from advisors who may lack access to such integrated resources.
Experience: 22 years
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