Ways to browse Independent advisors serving Ohio

Pick a specialty to browse more Independent advisors serving Ohio.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,462
Wealth management	1,622
Executive	1,479
Retirement plans for business owners (SEP, solo 401k)	1,220
Options & derivatives strategies	1,196
Private / alternative investments	1,113
Active portfolio management	929
General retirement planning	925
Retired	881
Tax-loss harvesting	840
Retirement income strategy	824
College savings (529s, UTMA, etc.)	741
Annuities	627
Cash flow / budgeting	508
Income planning	498
Real estate investing	476
ESG / Sustainable investing	441
Concentrated stock management	417
Charitable giving & philanthropy	343
Business exit / sale strategy	341
General estate planning guidance	339
Business succession planning	309
Passive / index investing	306
General tax planning	281
Approaching retirement	213
Equity compensation tax strategy	207
Mid-Career Professionals	176
Business ownership considerations	165
Tax strategies for small businesses	143
Retirement withdrawal strategies	117
Self-Employed	103
Long-term care insurance	98
Debt management	76
HENRY (High Earners, Not Rich Yet)	73
Life insurance needs analysis	73
Social Security optimization	66
Values-based investing	51
Religious/faith focused	44
Family Business	38
Doctor or Medical Professional	36
Divorce financial planning	35
Married/Couples/Partners	35
Established Professionals	34
Charitable giving tax strategies	30
Medicare planning	28
Retired	28
Business sale tax planning	27
Factor investing / smart beta	25
Young Professionals	25
Educators, Teachers, and Academics	24
Roth conversion strategy	24
Financial Professional	22
Multi-generational wealth transfer	18
Equity Recipients (RS/RSU, SOP, ESPP)	17
Professional Athlete	15
Young Families	15
Elder care planning	13
Disability insurance	12
Christian Faith Based	11
Women Professionals	11
Business Financial Management	10
Parents	10
Attorney	8
Military & Veterans	6
Student loan debt	6
Dual Income Family	4
Public Service Employee	3
Widow/Widower	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support