A complete list of active advisors currently associated with The Retirement Specialist of Central Ohio
Warmer can help you find a great advisor at The Retirement Specialist of Central Ohio or one who fits your needs even better.
The Retirement Specialist of Central Ohio provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and self-employed or small business owners, with an emphasis on retirement planning. The firm manages roughly $18.8 million for about 115 clients and also offers an online planning platform and subscription-based ongoing planning services. The firm develops individualized investment policies and target asset allocations through client interviews and uses fundamental analysis when conducting investment analysis; account supervision is guided by clients’ stated objectives and may include the use of sub-advisers. Financial planning services cover a broad range of topics—retirement and distribution strategies, estate planning, insurance reviews, tax-aware allocation—and the firm’s online platform can display assets not managed by the adviser (excluded assets) for reporting purposes only. Noteworthy distinctions include a disclosed historical customer complaint/arbitration from a prior employment that was resolved by settlement, and that the firm’s principal is licensed to sell life and health insurance and may receive commission income through an affiliated insurance business, which the brochure identifies as a potential conflict of interest. The brochure also notes operational practices that differ from many peers: clients are required to use the firm’s recommended custodian, the adviser does not aggregate trades for block execution, and the business continuity plan states there is no plan for firm continuation in the event of the principal’s death.
To learn more about the advisors currently working at The Retirement Specialist of Central Ohio, 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 |
|---|---|---|
Newark, OH
| 23
| |
Newark, OH
| —
|
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