Top financial advisors in Wilmington, 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 Wilmington, OH, managing your finances means navigating municipal income taxes that differ from city to city. Without an advisor familiar with these local tax nuances, you might miss opportunities to reduce your tax burden effectively.
- Local tax expertise. Confirm how the advisor accounts for Wilmington's specific municipal taxes in your financial plan.
- Experience with Ohio regulations. Ask how they integrate state and local tax rules to avoid surprises.
- Comprehensive income strategies. Look for advisors who consider all income sources and their tax implications across different jurisdictions.
- Coordination with tax professionals. Ensure they work closely with your tax preparer to align strategies and filings.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael G
Series 66
Wilmington, OH
Equitable Advisors
Michael Graham's 25 years of experience and Series 66 designation equip him to navigate Wilmington's unique municipal tax landscape, especially for Baby Boomers approaching retirement. Affiliated with Equitable Advisors, a large firm offering both advisory and brokerage services, he serves high-net-worth clients with tailored retirement income and Social Security optimization strategies, differentiating him through comprehensive planning and a hybrid service model.
Experience: 26 years
Avg account: $570,841
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Jeffrey M
Series 63, Series 66
Wilmington, OH
FIFTH THIRD SECURITIES, Inc.
Jeffrey Myers brings 29 years of experience and local presence in Wilmington, OH, offering expertise in tax-loss harvesting and passive investing that can help navigate municipal income tax nuances. Affiliated with Fifth Third Securities, a large firm providing diverse managed-account options and tax-overlay services, he supports a broad client base with a 1.50% AUM fee, distinguishing him from advisors with smaller firm resources or less comprehensive tax coordination.
Experience: 30 years
Avg account: $230,450
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Jason H
CFP®, Series 66
Wilmington, OH
Edward Jones
Jason Hillard's 18 years of experience and CFP® certification equip him to navigate Wilmington's unique municipal tax landscape effectively. At Edward Jones, a large firm managing over $1 trillion in assets, he offers comprehensive wealth management services including charitable giving and multi-generational wealth transfer, with a fee structure up to 1.35% annually, distinguishing him from advisors with narrower focuses or smaller firm resources.
Experience: 18 years
Avg account: $246,728
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Trey C
Series 65
Martinsville, OH
Cochran Wealth Management LLC
Trey Cochran offers financial planning with a focus on strategic asset allocation and tax-efficient investments, which can help navigate Wilmington's complex municipal and state tax landscape. Operating independently with flat fees and serving individuals, families, and businesses, his approach combines fundamental, technical, and quantitative analysis, distinguishing him from advisors who may not emphasize diversified portfolios or tax coordination.
Experience: 0 years
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Hugh R
Series 66
Wilmington, OH
PNC Wealth Management
Hugh Rhodes II brings 26 years of experience managing wealth with a focus on both passive and active portfolio strategies, well-suited for navigating Wilmington, OH's complex municipal and state tax environment. Affiliated with PNC Wealth Management, a large firm offering model-based advisory services and a 0.85% annual AUM fee, he caters to executives seeking seasoned guidance with access to algorithm-driven investment models.
Experience: 26 years
Avg account: $182,752
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