A complete list of active advisors currently associated with Ritter Daniher Financial Advisory LLC

Warmer can help you find a great advisor at Ritter Daniher Financial Advisory LLC or one who fits your needs even better.

Ritter Daniher Financial Advisory LLC provides wealth management and financial planning primarily to individuals and families, including high-net-worth clients, and also serves trusts, nonprofit organizations, and corporate retirement plans. The firm reports managing approximately $936 million in discretionary client assets and delivers services on a fee-only, percentage-of-AUM basis. RDFA’s investment approach emphasizes long-term strategies grounded in Modern Portfolio Theory, using asset allocation, diversification, and a mix of active and passive mutual funds and ETFs, with portfolio decisions overseen by an internal Investment Committee. Advisors perform ongoing monitoring and periodic client reviews, offer project- or hourly-based planning engagements, and may consolidate family accounts for billing or honor legacy fee arrangements for clients assigned from another adviser. What distinguishes RDFA among multi-team firms is the combination of its “financial concierge” offerings—explicitly including trust consulting and coordination of external advisors—and affiliations with other financial firms through its majority owner, which the brochure indicates provides trust-related capabilities that few peers report. The firm’s participation in Schwab Institutional programs and the practice of debiting fees directly (leading to its being deemed to have custody) are disclosed as operational features and potential sources of conflicts of interest for clients to consider.

To learn more about the advisors currently working at Ritter Daniher Financial Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.