A complete list of active advisors currently associated with Selhorst Services Inc.
Warmer can help you find a great advisor at Selhorst Services Inc. or one who fits your needs even better.
Selhorst Services provides tax preparation and tax‑planning alongside financial planning and investment advisory services, with financial planning described as the firm's specialty. The firm conducts investment check‑ups, recommends mutual funds and ETFs, and offers defined planning engagements covering retirement, estate, tax optimization, education, and legacy planning. In its investment work Selhorst Services uses historical asset‑class analysis and long‑term diversification simulations to tailor asset allocations to clients’ horizons and risk tolerances, with an emphasis on minimizing expenses, transaction costs, and taxes. The firm does not manage client assets, does not place trades, does not accept discretionary authority, and does not maintain custody of client funds. The firm is led by a licensed CPA with prior experience auditing investments and benefit plans (including 401(k), 403(b) and defined‑benefit plans), and it integrates accounting and tax services with financial planning—a combination that is uncommon among firms classified as investment managers. Its compensation model relies on flat planning and check‑up fees (and a referral discount), does not include commissions, and does not use percentage‑of‑AUM fees, distinguishing its fee structure from many peers.
To learn more about the advisors currently working at Selhorst Services Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Bowling Green, OH
| 7
|
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