Top financial advisors in Zanesville, 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 Zanesville, OH, and face complex financial decisions, you might need an advisor who understands local tax nuances, especially 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 navigate Zanesville's municipal taxes and integrate them into your overall plan.
- Comprehensive cash flow analysis. Ask how they factor in city-specific expenses alongside your income and investments.
- Long-term strategy alignment. Ensure they consider how local tax changes could impact your retirement or estate plans.
- Coordination with local professionals. Check if they collaborate with Zanesville-based accountants or attorneys familiar with regional regulations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gavin S
Series 66
Zanesville, OH
Edward Jones
Gavin Supplee offers expertise in retirement income strategy and business succession planning, which is valuable for navigating Zanesville's local tax environment affecting retirement and business owners. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to extensive resources and a comprehensive advisory program with a fee of up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 1 year
Avg account: $246,728
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Renee' S
CFA®
Zanesville, OH
Hendley & Co. Inc.
Renee' Smith's 26 years of experience and CFA® designation equip her to handle complex financial decisions in Zanesville, including local tax considerations. At Hendley & Co. Inc., she offers active portfolio management with a 1.00% AUM fee, serving high-net-worth individuals and institutions, which distinguishes her through a focused, research-driven approach and a small advisory team managing substantial assets.
Experience: 27 years
Avg account: $1,396,293
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Stephanie S
Zanesville, OH
Stratos Wealth Partners, Ltd
Stephanie Spillman brings 16 years of experience and local presence in Zanesville, OH, with expertise in wealth management, retirement plans for business owners, and tax-loss harvesting, which can help navigate local tax nuances. Affiliated with Stratos Wealth Partners, a large firm offering flat-fee planning and diverse client services, she provides access to both advisor-managed and model-based portfolios, distinguishing her from advisors with smaller firm resources.
Experience: 17 years
Avg account: $706,728
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Alicia D
Series 66
Zanesville, OH
Merrill
Alicia Dassylva's 12 years at Merrill in Zanesville, OH, equip her to address local tax nuances, including municipal income taxes, through active portfolio management and tax-loss harvesting. Merrill's large-firm resources and integration with Bank of America provide access to diverse investment strategies and banking services, supporting mid-career professionals and high earners with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 12 years
Avg account: $860,085
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Edward L
CFP®, Series 63
Zanesville, OH
LPL Financial
Edward Leedom's 32 years of experience and CFP® certification equip him to address complex financial decisions in Zanesville, including local tax nuances and retirement planning for business owners. Affiliated with LPL Financial, a large firm offering diverse investment solutions, he provides flat-fee financial planning and has expertise in wealth management, tax-loss harvesting, and college savings strategies.
Experience: 33 years
Avg account: $399,489
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