Top financial advisors in Urbana, 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 Urbana, OH, managing your finances means navigating municipal income taxes that differ from city to city. An advisor unfamiliar with these local tax nuances might overlook opportunities or create unexpected tax burdens.
- Local tax expertise. Confirm how they incorporate Urbana's municipal taxes into your overall plan to avoid surprises.
- Income source analysis. Ask how they handle income streams that may be taxed differently across cities.
- Tax-efficient withdrawals. Discuss strategies for drawing down accounts in a way that minimizes local tax impact.
- Coordination with local professionals. Check if they collaborate with Urbana-based tax preparers or attorneys to align your financial and tax plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Chad B
Series 63, Series 66
Cable, OH
Key Investment Services LLc
Chad Bentz brings 17 years of experience and holds Series 63 and 66 licenses, working with Key Investment Services LLC, a large firm offering model-driven, wrap-fee advisory programs. His expertise includes tax-loss harvesting and active portfolio management, which can help navigate Urbana's complex municipal tax environment. Unlike smaller firms, his approach leverages third-party managers with discretionary trading authority, catering to a diverse client base including trusts and small businesses.
Experience: 17 years
Avg account: $254,267
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Zachary A
CFP®, Series 66
Springfield, OH
Cambridge Investment Research Advisors
Zachary Avery's experience with retirement income strategies and plans for business owners suits clients in Urbana, OH, who need to manage complex income sources and tax implications. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients including executives and retirees, providing flexible financial planning and portfolio management options.
Experience: 7 years
Avg account: $378,281
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Jerome A
Series 66
Urbana, OH
Edward Jones
Jerome Armstrong's 24 years of experience and Series 66 designation equip him to address Urbana's unique municipal tax considerations within retirement income and wealth management strategies. As part of Edward Jones, a large firm with over 23,700 advisors and $1.01 trillion in assets, he offers access to diverse investment strategies and a broad client service network, differentiating him from smaller local advisors.
Experience: 24 years
Avg account: $246,728
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Jonathan H
CFP®, Series 63
Urbana, OH
LPL Financial
Jonathan Hoskins offers expertise in wealth management and retirement plans for business owners, with 23 years of experience and CFP® certification, making him well-equipped to address Urbana's local tax nuances. His affiliation with LPL Financial, a large firm providing diverse investment solutions, and his flat-fee financial planning option distinguish him from other advisors in the area.
Experience: 23 years
Avg account: $399,489
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Samantha W
Series 63, Series 66
Plain City, OH
LPL Enterprise
Samantha Winner's 13 years of experience and Series 63 and 66 licenses position her well to address Urbana's unique municipal tax challenges, especially through her specialties in retirement and business succession planning. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly consulting, she supports diverse clients with non-discretionary investment consulting and collaborates with local professionals to optimize tax-efficient strategies.
Experience: 13 years
Avg account: $239,757
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