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	2,259
Wealth management	1,622
Executive	1,225
Retirement plans for business owners (SEP, solo 401k)	1,220
Options & derivatives strategies	1,196
Private / alternative investments	1,113
Retired	1,021
Retirement income strategy	982
Active portfolio management	929
General retirement planning	863
Tax-loss harvesting	794
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
Long-term care insurance	98
Self-Employed	79
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
Business sale tax planning	35
Divorce financial planning	35
Married/Couples/Partners	35
Established Professionals	34
Charitable giving tax strategies	30
Medicare planning	28
Retired	28
Intergenerational Families	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

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