Top financial advisors in Van Wert, 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 Van Wert, OH, and face financial decisions, local tax rules like municipal income taxes can affect your planning. Without understanding these city-specific taxes, an advisor might miss key opportunities or risks in your strategy.
- Local tax knowledge. Confirm how they incorporate Van Wert's municipal taxes into your overall plan to avoid surprises.
- Experience with Ohio regulations. Ask how they navigate state and local tax rules that impact your investments and income.
- Customized income strategies. Look for advisors who adjust retirement or withdrawal plans based on local tax variations.
- Coordination with local professionals. Check if they collaborate with Van Wert-based accountants or tax preparers familiar with city taxes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Erin G
Series 66
Van Wert, OH
OneAscent Financial Services LLC
Erin Gilbert's expertise in tax-loss harvesting and options strategies equips her to navigate Van Wert's local tax nuances effectively, benefiting clients with complex stock management needs. Operating independently with a flat-fee structure, she serves diverse clients including executives and business owners, supported by OneAscent Financial Services' broad asset management capabilities and a network of 57 advisors.
Experience: 9 years
Avg account: $589,892
-
Phillip S
Series 65, Series 63
Van Wert, OH
Thrivent Investment Management
Phillip Summersett's experience at Thrivent Investment Management in Van Wert, OH, equips him to address local financial needs, including business ownership considerations. Thrivent's large-firm resources offer dedicated planning services and holistic, goal-based strategies, distinguishing him from advisors at smaller firms by providing comprehensive written recommendations and optional managed-account services under consolidated billing.
Experience: 6 years
Avg account: $162,801
-
Anthony R
CFP®, Series 66
Delphos, OH
Cetera
Anthony Rahrig's 24 years of experience and CFP® certification equip him to navigate Van Wert's local tax nuances, especially for clients approaching retirement or high earners. Affiliated with Cetera, a large firm offering flat-fee planning and diverse portfolio management, he stands out by combining seasoned expertise with flexible fee structures and a focus on business owner retirement plans and charitable giving.
Experience: 24 years
Avg account: $306,089
-
Eric H
CFP®, ChFC®, Series 66
Van Wert, OH
Edward Jones
Eric Hurless, based in Van Wert, OH, offers expertise in retirement income strategy and charitable giving, supported by his CFP® and ChFC® designations and nine years of experience. As a city council member and educator, he brings local insight and community engagement, while Edward Jones provides a large-firm platform with diverse advisory programs and a fee structure up to 1.35% annually, distinguishing him from other advisors.
Experience: 9 years
Avg account: $246,728
-
Marshall M
Series 66
Van Wert, OH
LPL Financial
Marshall Marraccini III offers expertise in wealth management and retirement plans for business owners, making him well-suited for clients in Van Wert, OH who need to navigate local tax rules. His affiliation with LPL Financial, a large firm with a comprehensive investment platform, and his flat-fee financial planning option distinguish him from other advisors in the area.
Experience: 16 years
Avg account: $399,489
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Van Wert, OH
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")