Top financial advisors in Portsmouth, OH
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.
When you live in Portsmouth, OH, and face financial decisions, local municipal income taxes can add complexity to your planning. An advisor unfamiliar with these city-specific taxes might overlook key details that affect your overall strategy.
- Local tax expertise. Confirm how they incorporate Portsmouth's municipal taxes into your financial plan to avoid surprises.
- Experience with Ohio regulations. Ask how they navigate state and local tax rules that impact investment and retirement choices.
- Comprehensive income analysis. Ensure they consider all income sources, including those affected differently by city taxes.
- Coordination with tax professionals. Check if they work alongside your tax preparer to align strategies and filings effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Trevor H
CFP®, Series 66
Portsmouth, OH
Edward Jones
Trevor High's expertise in retirement income strategy and wealth management, combined with his CFP® certification and eight years of experience, equips him to address Portsmouth's local tax complexities effectively. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms or with less extensive resources.
Experience: 8 years
Avg account: $246,728
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James D
Series 66
Portsmouth, OH
Raymond James Financial
James Daehler Jr. is well-equipped to address financial planning needs in Portsmouth, OH, with 16 years of experience and expertise in retirement and business succession planning. Operating within Raymond James Financial, a large firm offering flat-fee structures, he serves a diverse clientele including high-net-worth individuals and municipal entities, providing tailored strategies supported by extensive research and collaboration.
Experience: 16 years
Avg account: $700,796
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Cecil M
Series 66
Portsmouth, OH
Cambridge Investment Research Advisors
Cecil Mc Graw offers expertise in retirement income strategies and plans for business owners, which is valuable for navigating Portsmouth's local tax complexities. Operating within Cambridge Investment Research Advisors, a large firm, he provides flat-fee and AUM-based services, catering to diverse clients including executives and retirees, distinguishing him through a blend of specialized retirement planning and flexible fee structures.
Experience: 2 years
Avg account: $378,281
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Ray M
Series 63
South Shore, KY
Planmember Securities Corporation
Ray Mc Ginnis offers extensive expertise in retirement plans for business owners and general retirement planning, supported by over 32 years of industry experience and a Series 63 designation. Operating from a large firm, PlanMember Securities Corporation, he provides strategic asset allocation and risk-based mutual fund portfolios, which may complement local tax considerations in Portsmouth, OH, through comprehensive retirement income strategies and fiduciary services.
Experience: 33 years
Avg account: $132,363
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Jeffrey V
Series 63
New Boston, OH
Ameriprise
Jeffrey Vannatta specializes in retirement income strategy and Social Security optimization, making him well-suited to address the complexities of Portsmouth's municipal income taxes for those approaching retirement. Working with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he combines 15 years of experience with a 0.15% AUM fee, providing tailored, tax-efficient retirement planning for clients in the Ohio area.
Experience: 15 years
Avg account: $471,167
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