Top financial advisors in Springfield, 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.
If you live in Springfield, OH, and face complex financial decisions, you might need an advisor who understands local tax nuances, including municipal income taxes that differ by city. Without this knowledge, you risk miscalculating your tax burden and missing opportunities to optimize your finances.
- Local tax expertise. Confirm how they incorporate Springfield's municipal taxes into your overall plan to avoid surprises.
- Comprehensive income strategies. Ask how they balance income sources to minimize tax impact across federal, state, and local levels.
- Experience with diverse clients. Look for advisors who have guided clients through varied financial situations common in Springfield.
- Coordination with other professionals. Ensure they work well with your tax preparer or attorney to align strategies effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kristine L
Springfield, OH
Ameriprise
Kristine Lewis offers deep expertise in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in Springfield, OH. With 28 years of experience at Ameriprise, a large firm known for tax-efficient planning and comprehensive advisory services, she supports clients with significant investable assets through tailored, research-driven strategies.
Experience: 28 years
Avg account: $471,167
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Eric P
CFP®, Series 66
Springfield, OH
LPL Financial
Eric Powell's 15 years of experience and CFP® certification equip him to navigate Springfield's complex tax environment, including municipal income taxes. Affiliated with LPL Financial, a large firm serving diverse clients, he offers flat-fee financial planning and specializes in wealth management, retirement plans for business owners, and tax-loss harvesting, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 15 years
Avg account: $399,489
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Bart L
Series 63, Series 65
Springfield, OH
Raymond James Financial
Bart Little's 27 years of experience and Series 63 and 65 licenses equip him to navigate Springfield's complex tax environment, including municipal income taxes. Affiliated with Raymond James Financial, a large firm serving diverse clients, he offers flat-fee planning and emphasizes tailored, risk-profiled strategies, distinguishing him from advisors focused solely on discretionary management.
Experience: 28 years
Avg account: $700,796
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Richard F
Series 63, Series 65
Springfield, OH
The huntington Investment company
Richard Foreman brings 24 years of experience in Springfield, OH, with expertise in ESG investing, options strategies, and tax-loss harvesting, which can help navigate local tax complexities. Working at The Huntington Investment Company, a large firm managing $6.3 billion, he offers discretionary portfolio management and serves diverse clients, differentiating him with a model-driven, open-architecture platform and a 2% AUM fee structure.
Experience: 25 years
Avg account: $184,627
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James W
Series 66
Springfield, OH
Edward Jones
James Wasinger at Edward Jones offers expertise in wealth management and tax-loss harvesting, which can help navigate Springfield's complex municipal tax landscape. With eight years of experience and a Series 66 designation, he operates within a large firm serving diverse clients, providing access to extensive resources and a broad range of advisory programs.
Experience: 8 years
Avg account: $246,728
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