Browse all CFP®-certified advisors in Ohio

Every advisor below is licensed to work with clients in Ohio. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Ohio advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,009
Executive	1,189
Wealth management	1,068
Retired	1,063
Tax-loss harvesting	897
Retirement plans for business owners (SEP, solo 401k)	810
Private / alternative investments	666
Retirement income strategy	635
General retirement planning	552
Options & derivatives strategies	460
College savings (529s, UTMA, etc.)	399
Business exit / sale strategy	380
ESG / Sustainable investing	351
Active portfolio management	338
Cash flow / budgeting	335
Annuities	331
Charitable giving & philanthropy	287
Approaching retirement	266
Income planning	261
Real estate investing	240
Business succession planning	228
Passive / index investing	197
General estate planning guidance	196
Concentrated stock management	165
Social Security optimization	137
Self-Employed	128
HENRY (High Earners, Not Rich Yet)	124
Mid-Career Professionals	123
Business ownership considerations	116
Retirement withdrawal strategies	113
General tax planning	105
Multi-generational wealth transfer	104
Divorce financial planning	76
Tax strategies for small businesses	68
Equity compensation tax strategy	64
Established Professionals	48
Long-term care insurance	45
Planning for children with special needs	45
Debt management	34
Values-based investing	33
Life insurance needs analysis	30
Married/Couples/Partners	26
Doctor or Medical Professional	24
Women Professionals	23
Financial Professional	22
Retired	22
Attorney	21
Intergenerational Families	18
Equity Recipients (RS/RSU, SOP, ESPP)	16
Business sale tax planning	15
Factor investing / smart beta	14
Family Business	14
Military & Veterans	13
Dentist	11
Medicare planning	11
Roth conversion strategy	10
Charitable giving tax strategies	9
Liquidity event planning	9
Young Professionals	9
Educators, Teachers, and Academics	8
Parents	7
Professional Athlete	7
Religious/faith focused	7
Young Families	7
Business Financial Management	6
Disability insurance	6
Elder care planning	6
Christian Faith Based	5
Student loan debt	5
Public Service Employee	3
Stock option exercise strategy	3
Widow/Widower	3
Women's Finance	3

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