Top financial 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.
Choosing the right financial advisor in Ohio means focusing on whether they can handle the specific work you need, not just picking from a large pool. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't address your unique financial situation.
- Match on the actual work. Ask what a typical day looks like for the advisor. If your needs involve complex municipal tax issues, an advisor focused on general retirement planning might not be the best fit.
- Municipal tax awareness. Ohio's city-level income taxes vary widely, so confirm the advisor understands how these local taxes affect your financial plan.
- Fee model clarity. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Make sure their fee structure aligns with your preferences and financial goals.
- Continuity and team support. If the advisor works solo, ask about their succession plan. If part of a team, find out who else would be familiar with your case if your main contact is unavailable.
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 clients in Ohio with complex financial needs, including private and alternative investments, real estate investing, and tax-loss harvesting, supported by her Series 65 designation and role in tax planning. Her firm, Waverly Advisors, LLC, offers both discretionary and non-discretionary portfolio management with flexible fee options such as flat fees and asset-based charges, distinguishing her from advisors with more limited fee structures or investment focuses.
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 is equipped to assist with retirement income strategies and plans for business owners, making her suitable for clients seeking specialized retirement planning in Ohio. Affiliated with Cambridge Investment Research Advisors, a large firm, she offers flat-fee financial planning and consulting, which may appeal to those preferring transparent fees. Her background includes experience at major organizations and an independent insurance agency, providing a broad perspective compared to advisors focused solely on investment management.
Experience: 6 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 financial planning in Ohio, leveraging his seven years of experience and Series 66 designation at Hantz Financial Services, a large firm known for model-driven ETF strategies and comprehensive wealth management. His flat-fee and asset-based fee options, combined with expertise in retirement plans for business owners and tax-loss harvesting, distinguish him from advisors who may not offer such diverse fee structures or specialized services.
Experience: 8 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 wealth management needs in Ohio, leveraging 12 years of industry experience and Series 63 and 66 licenses. Operating within J.P. Morgan Securities, a large firm known for institutional consulting and customized investment solutions, he offers a 0.30% annual fee based on assets under management, which may appeal to executives and business owners seeking comprehensive advisory services.
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 is well-equipped to assist with financial planning in Ohio, leveraging his 22 years of experience and expertise in wealth management, passive and active portfolio strategies, and tax-loss harvesting. Operating within Schwab Wealth Advisory, a large firm known for its integrated product ecosystem, he offers non-discretionary advice tailored to clients like executives and business owners, distinguishing him from advisors at smaller firms or with narrower specialties.
Experience: 22 years
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