Top financial advisors in Washington Court House, 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're managing your finances in Washington Court House, OH, understanding how municipal income taxes vary by city is crucial to avoid unexpected tax bills. An advisor unfamiliar with these local tax nuances might overlook opportunities to optimize your tax situation.
- Local tax expertise. Confirm how they incorporate city-specific municipal taxes into your overall financial plan.
- Tax-efficient investment strategies. Ask how they adjust investment choices to minimize the impact of local taxes on your returns.
- Coordination with tax professionals. Ensure they work closely with your tax preparer to address complex local tax rules.
- Experience with diverse client needs. Look for advisors who adapt strategies based on your unique financial goals and local tax environment.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Richard T
Series 63, Series 66
Washington Court House, OH
FIFTH THIRD SECURITIES, Inc.
Richard Tucker's 32 years of experience and expertise in tax-loss harvesting and passive investing equip him to navigate Washington Court House's municipal tax nuances effectively. Affiliated with Fifth Third Securities, a large firm offering tax-overlay services and discretionary managed accounts, he provides access to sophisticated investment strategies with a 1.50% AUM fee, distinguishing him from advisors with smaller firm resources.
Experience: 33 years
Avg account: $230,450
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Ryan G
CFP®
Washington Court House, OH
Savvy
Ryan Garland's expertise in tax-loss harvesting and concentrated stock management suits clients navigating Washington Court House's municipal income taxes. His CFP® certification and seven years of experience at firms like Budros, Ruhlin & Roe enhance his capability. Unlike some advisors, he offers flat-fee financial planning and integrates ESG investing with a blend of index-based and active strategies, catering to high earners and business owners.
Experience: 8 years
Avg account: $1,062,133
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Jacob W
Series 63, Series 66
Washington Court House, OH
Fidelity
Jacob Waters offers expertise in retirement income strategy and wealth management, which is essential for navigating Washington Court House's local tax nuances. His role at Fidelity, a large firm, provides access to extensive resources and coordinated tax planning, while his focus on executives and parents allows him to tailor strategies to diverse client needs and life stages.
Experience: 4 years
Avg account: $234,793
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Jason P
Series 63, Series 66
Washington Court House, OH
Guardian Life
Jason Phipps brings 24 years of experience and expertise in business exit strategies and tax-loss harvesting, which can help navigate Washington Court House's municipal tax nuances. Affiliated with Primerica Advisors, a large firm offering flat fees and diverse investment strategies, he serves self-employed clients and business owners, providing flexible fee options including flat, hourly, and subscription-based plans.
Experience: 25 years
Avg account: $230,599
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Mark C
CFP®, Series 63
Washington Court House, OH
Creative Financial Solutions, LLC
Mark Casto offers expertise in general retirement, income, and tax planning, with 26 years of experience in Washington Court House, OH, making him well-equipped to navigate local municipal tax nuances. His flat-fee and hourly fee structures, combined with independent status and CFP® certification, provide flexible, personalized financial planning compared to other advisors who may have different fee models or less local focus.
Experience: 26 years
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