Browse all Seasoned 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
4,843
Executive
2,984
Retired
2,755
Wealth management
2,503
Tax-loss harvesting
2,388
Retirement plans for business owners (SEP, solo 401k)
1,768
Retirement income strategy
1,628
General retirement planning
1,451
Approaching retirement
1,033
Active portfolio management
964
ESG / Sustainable investing
911
College savings (529s, UTMA, etc.)
909
Annuities
825
Cash flow / budgeting
815
Income planning
810
Mid-Career Professionals
652
Options & derivatives strategies
648
General estate planning guidance
633
Private / alternative investments
604
Passive / index investing
542
Business exit / sale strategy
535
HENRY (High Earners, Not Rich Yet)
533
Social Security optimization
507
Charitable giving & philanthropy
489
Retirement withdrawal strategies
398
Equity compensation tax strategy
347
Business succession planning
317
Self-Employed
288
Concentrated stock management
252
Real estate investing
250
Divorce financial planning
213
Multi-generational wealth transfer
189
Business ownership considerations
115
Planning for children with special needs
112
General tax planning
97
Married/Couples/Partners
97
Attorney
84
Divorced
83
Financial Professional
75
Established Professionals
62
Tax strategies for small businesses
48
Long-term care insurance
47
Retired
47
Women Professionals
44
Life insurance needs analysis
39
Parents
36
Debt management
30
Educators, Teachers, and Academics
26
Values-based investing
23
Factor investing / smart beta
21
Family Business
21
Religious/faith focused
20
Intergenerational Families
19
Doctor or Medical Professional
17
Equity Recipients (RS/RSU, SOP, ESPP)
15
Liquidity event planning
14
Charitable giving tax strategies
10
Medicare planning
10
Business Financial Management
9
Elder care planning
8
Roth conversion strategy
8
Dentist
7
Professional Athlete
7
Business sale tax planning
6
Disability insurance
5
Young Professionals
4
Christian Faith Based
3
Stock option exercise strategy
3
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Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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