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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Cincinnati is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Cincinnati & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Cincinnati?

Looking for a qualified financial advisor in Cincinnati? We can help you by narrowing down your options & listing the best financial advisors in Cincinnati as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Cincinnati near you with the list of certified and vetted Cincinnati financial advisors.

List of Qualified Financial Advisors in Cincinnati, Ohio

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Maria Santiago

Edelman Financial Engines, LLC

Summit Woods I Building
100 East Business Way Suite 360

Cincinnati, OH 45241

513-334-2851

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Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

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Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

513-469-7500

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Maria Santiago

Edelman Financial Engines, LLC

7310 Turfway Road Suite 550

Florence, KY 41042

513-334-2851

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Matt Meister

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-431-1925

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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

885-752-6644

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Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423

937-610-9388

List of Additional Financial Advisors in Cincinnati, Ohio*

* Additional advisor listing is provided in partnership with Yext

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John Kopeck - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1542

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Dennis Oltorik - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1575

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Jin Jung - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5233

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Edward L. Apfel - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8318

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The McLaughlin Wealth Management Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4414

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2020 Wealth Advisors

212 East Third Street
Suite 100

Cincinnati, OH 45202
740-217-4148

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Brian Lillis - Ameriprise Financial Services, LLC

3860 Race Rd
Ste 204

Cincinnati, OH 45211
513-347-8010

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Fifth Third Private Bank - Ryan Hoskins

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3966

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Fifth Third Private Bank - Michael Rolfes

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-4490

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Maryann Pietromonaco - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4401

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Ascension Wealth Management

11427 Reed Hartman Highway

Cincinnati, OH 45241
513-795-8070

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Steven Lutz - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4467

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Jack Skidmore - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5309

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Fifth Third Private Bank - Matthew Griffin, CFP®

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8676

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Advanced Capital Advisory Group, LLC

8040 Hosbrook Road
Suite 300

Cincinnati, OH 45236
866-432-6229

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Mahesh Bhupalam

614-848-7898

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Robert Hill - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8394

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The Cincinnati Cornerstone Group - Morgan Stanley

221 East 4th St Atrium Two
Suite 2200

Cincinnati, OH 45202
513-852-4467

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Peter Laffoon - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8332

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Ryan Oltorik - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1522

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George Beddie - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1767

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The Fedor Carnes Group - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4460

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Christina Dawn Lutz - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4474

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Michael Brown - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5252

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Stephen M. Ashworth - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8339

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Karen F Levy - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8347

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Kleinfelder Capital

8050 Hosbrook Road
Suite 200

Cincinnati, OH 45236
513-808-9700

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Morgan Stanley Financial Advisors

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-721-2000

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Jane Shaffer - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8313

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Summit Wealth Consulting Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2149

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Michael Comperchio, CFP, CLU

300 E-Business Way
Suite 200

Cincinnati, OH 45241
513-247-6155

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Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-579-8300

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Max Van Benschoten - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5375

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Goosehead Insurance - Jeff Knight

1172 West Galbraith Rd
Suite 214

Cincinnati, OH 45231
513-906-5606

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Fifth Third Private Bank - Sheila Simmons

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0723

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Fifth Third Insurance - Daniel Greene

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0294

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Fifth Third Insurance - Clif Kennedy

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2052

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Paul D. McCauley - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4408

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Fifth Third Mortgage - Dennis Hanisch

5001 Kingsley Drive

Cincinnati, OH 45227
866-499-4784

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Mark M Mann - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5297

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Edward Jones - Financial Advisor: Tyler E Schmidt

8390 E Kemper Rd
Suite C

Cincinnati, OH 45249
513-247-0487

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John Zuba - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5356

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Bart Metzler - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1738

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Matthew R. Smith - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8384

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Pat Patton - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1776

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Center for Wealth Management

4355 Ferguson Drive
Suite 200

Cincinnati, OH 45245
513-407-5430

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Jon Fedor - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4460

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Niehaus Financial Services, LLC

5600 Harrison Avenue

Cincinnati, OH 45248
513-471-9600

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Dougherty & Associates

8044 Montgomery Rd.
Suite 450

Cincinnati, OH 45236
513-745-7007

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Fifth Third Private Bank - Joel Stone

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5766

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Fifth Third Private Bank - Andrew Hollenkamp

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-4275

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Callahan Financial

9428 Kenwood Road

Cincinnati, OH 45242
513-421-0800

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Fifth Third Private Bank - Christine Schaub

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-0195

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Peter J. Anderson, CFP, AIF

4555 Lake Forest Drive
Suite 230A

Cincinnati, OH 45242
513-693-4014

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Dean D Trindle - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4470

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Carnegie Investment Counsel

2142 Alpine Pl.

Cincinnati, OH 45206
877-804-1905

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Michael H Cure - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5338

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Matthew Broderick Selker - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4455

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David Naber - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1521

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Ted M. Lucien - Morgan Stanley

7755 Montgomery Road
Suite 200

Cincinnati, OH 45236
513-562-8314

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Further Financial Group - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1752

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Daniel Cunningham - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5250

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Thomas Holocher - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2135

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Michael Mckay - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4190

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Fifth Third Preferred - Daniel Doerflein

3636 Springdale Road

Cincinnati, OH 45251
513-923-5448

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Scott Carter - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2477

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Troy DeBord - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2483

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Jeffrey Greenwald - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4148

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Pinnacle Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2433

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Gradison Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2466

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Kenwood Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5153

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Barnes Black Dakoske Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-3773

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Seven Hills Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2430

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Fitzgerald Donovan Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2167

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Thomas Breitenstein - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4163

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Milestone Wealth Advisors - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2123

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John Gillman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5023

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Peter Brown - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2476

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John Fahrmeier - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5869

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CORE Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4171

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Timothy Mackey - Ameriprise Financial Services, LLC

4605 E Galbraith Rd
Ste 190

Cincinnati, OH 45236
513-792-5425

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Clifford Robson - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5817

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Riverwatch Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5870

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Scott F. Mercalde - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5215

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Cincinnati Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4155

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James Hider - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5876

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Zachary Sech - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4155

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Fifth Third Private Bank - Randolph Chavez

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2659

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Stone Financial Retirement Planning

10101 Alliance Road
Suite 180

Cincinnati, OH 45242
513-793-8445

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Dominic Palmisano - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4151

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Donald Harden - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4108

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R H Anning Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5276

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Landmark Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5245

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Kunkel Wealth Management - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2118

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Thomas Frank - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5154

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Elizabeth Galvin - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2162

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Andrew Eagan - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-3746

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Cincinnati, OH Branch Office - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4100

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The Daniels Group - Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-562-8364

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Fifth Third Private Bank - Mark Walton

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-7037

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Fifth Third Private Bank - Timothy Aug

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8693

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Kimberly Feck - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4173

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Leugers Harden Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4108

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Kehoe Financial

125 Boggs Lane

Cincinnati, OH 45246
513-481-8555

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James Leugers - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4043

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Scott Cengia - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-3764

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Jay Bowman - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4176

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The Wilt Scovic Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5393

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Fifth Third Preferred - Alisha Merkel

5262 Delhi Pike

Cincinnati, OH 45238
513-347-1242

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Derek Hassenpflug - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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Andrew W Swallender - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5272

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Fifth Third Securities - Angel Tepe

1603 Springfield Pike

Cincinnati, OH 45215
513-326-1195

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Jeffrey Pacetti - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5153

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Curry Moore & Associates

3805 Edwards Road
Suite 550

Cincinnati, OH 45209
513-448-4156

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RJ Beucler Financial

9987 Carver Road
Suite 400

Cincinnati, OH 45242
513-794-1095

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Fifth Third Preferred - S Whisman

7580 Beechmont Avenue

Cincinnati, OH 45255
513-878-9911

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William Mitchell

513-326-7000

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Brian Albach - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5366

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Brian Pangburn - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4403

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Fifth Third Securities - David Bailey

5208 Fields Ertel Road

Cincinnati, OH 45249
513-228-3462

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kANU Asset Management, LLC

4015 Executive Park Drive
Suite 402

Cincinnati, OH 45241
513-769-2700

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The Horton Neville Shick Wealth Management Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5256

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Gene Shaw Cetera Financial Specialists LLC

3322 Erie Avenue

Cincinnati, OH 45208
513-236-9862

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David Ditzel - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1524

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Fifth Third Preferred - Jason Hermes

7700 Five Mile Road

Cincinnati, OH 45230
513-624-2607

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The Apfel Group - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8318

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Mark B Sutton - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1771

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Fifth Third Private Bank - Alexander Wirt

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3174

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Kyle McLaughlin - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4428

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W. Thomas Bascom - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5213

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Thomas Purcell - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4164

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John Gruner - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2102

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Gregory B Wells - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5367

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Ethan Stanley - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5903

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Kim Tallen - Morgan Stanley Private Wealth Advisor

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5218

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Albert Chavez - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5219

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Thomas Thinnes - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4008

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Nancy L Del Grosso - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4483

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George Kaufman - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2104

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The Redstone Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5352

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Robert Jung | Crew Capital Management, Ltd.

11427 Reed Hartman Hwy

Cincinnati, OH 45241
513-618-6460

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Fifth Third Private Bank - Lucy Broderick

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-6126

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Paul Drzewiecki - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4199

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Tim Dippold - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5355

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Christopher Pennington - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4173

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Kate Lauer - Morgan Stanley Private Wealth Advisor

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5221

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Joseph Peters - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5279

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Ali Cantor - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8321

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Timothy Giglio - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5939

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Northwest Wealth Management Group - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-579-5869

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Robert W Niehaus - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4163

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The Assaley Feck Herold Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4172

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Samuel Taylor - Morgan Stanley

221 East 4th St Atrium Two, Suite 2200

Cincinnati, OH 45202
513-852-4465

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William R Sarran - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5269

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Jacob Lindsey - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5339

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John Mazza - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5376

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Kimberly Jackson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5315

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Foster Kavanaugh Wealth Management Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-786-7951

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Carol B. Goodman - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8362

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Phillip A Schwegmann - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8337

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Peter Kamp - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2415

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The Stanley Edwards Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5223

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Mitch Edwards - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5223

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Kenneth Goldhoff - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2433

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Lawrence Rogers III - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5258

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The Legacy Group - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-5253

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Triad Group - UBS Financial Services Inc.

8044 Montgomery Road

Cincinnati, OH 45236
513-792-5272

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William J Allen - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8361

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Robert Wood - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4152

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Morgan Stanley Financial Advisors

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5200

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Scott Jones - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-2414

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Tracy Barker - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4025

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Brauley/Wagner Wealth Management - UBS Financial Services Inc.

312 Walnut Street
Suite 3300

Cincinnati, OH 45202
513-369-4131

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Fifth Third Private Bank - Joseph Schaefer

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-7654

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Fifth Third Private Bank - Ramon Rodriguez

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8257

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Fifth Third Private Bank - Bradley Wilder

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-6595

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Fifth Third Private Bank - Robert Lambert

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5261

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Fifth Third Private Bank - Brian Van Jura

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-6437

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John Fidder - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1737

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Guillermo Milord

4357 Ferguson Dr
Suite 180

Cincinnati, OH 45245
513-843-4565

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Fifth Third Private Bank - Robert Konrad

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-8239

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Michael Broughton - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1781

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Fifth Third Preferred - Alex Crowthers

38 Fountain Square Plaza

Cincinnati, OH 45202
513-699-5485

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Fifth Third Securities - Amy Frey

4901 Glenway Avenue

Cincinnati, OH 45238
513-519-2718

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Trusted Advisors Investment Counsel

11841 Mason Montgomery Road
Suite A

Cincinnati, OH 45249
513-469-7824

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Todd Washburn - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5260

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Fifth Third Preferred - Keith Dooley

5540 Cheviot Road

Cincinnati, OH 45247
513-741-6308

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Freeman Heyne Toma

10250 Alliance Road
Suite 125

Cincinnati, OH 45242
513-489-8588

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Fifth Third Mortgage - John Moore

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-3657

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Peirson Financial Services LLC

7450 Whispering Way

Cincinnati, OH 45241
513-202-6228

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Allstate Personal Financial Representative: Jordan R. Bain

9673 Kings Auto Mall Rd

Cincinnati, OH 45249
513-679-9115

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Ruiying Tang

614-848-7898

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Fifth Third Private Bank - Stephanie Jones

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-5765

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Fifth Third Private Bank - Kelly Soller

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3268

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Jeff Stanley - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5317

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Matt Wissman - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1780

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Fifth Third Mortgage - Benjamin Rawe

5001 Kingsley Drive

Cincinnati, OH 45227
513-358-4835

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Fifth Third Private Bank - Paige Redden

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-7875

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Fifth Third Insurance - Graham Vollmer

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-2865

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Fifth Third Insurance - Michael McGraw

38 Fountain Square Plaza

Cincinnati, OH 45202
513-381-7881

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Bob Kinsella - Morgan Stanley

4030 Smith Rd
Ste 200

Cincinnati, OH 45209
513-562-8349

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Brian Emery - Ameriprise Financial Services, LLC

5887 Cornell Rd
Ste 3

Cincinnati, OH 45242
513-469-7526

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Adam P. Atkinson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8326

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Ryan S. Krift - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4452

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Fifth Third Private Bank - Ty Seidl

38 Fountain Square Plaza

Cincinnati, OH 45202
513-534-3968

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Mose Richardson Jr. - UBS Financial Services Inc.

8044 Montgomery Road
The Towers At Kenwood

Cincinnati, OH 45236
513-792-3771

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Fifth Third Preferred - Angela Houchin

801 Eastgate North Drive

Cincinnati, OH 45245
513-843-0757

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Robert S Castellini - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8303

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HomeWell Care Services

1329 E Kemper Rd
Suite 4214

Cincinnati, OH 45246
513-791-4824

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Sutton & Associates - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1771

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Drew Harmon - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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Steven Rivard - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1558

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Stephen D Hawkins - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1728

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Jahn D Gazder - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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Luke Jones - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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Allred Harris Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5232

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Wilson Crone

250 West Court Street
Suite 125 E

Cincinnati, OH 45202
513-784-1600

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Elizabeth Dreyer - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4457

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The NKY Group - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4410

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The Coggins Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5338

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Phillip Brann - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8302

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Sarran Zaring Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5379

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Ryan Chamberlin - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8343

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Lewis Assaley - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4172

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William L. Washburn, CFP® - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5299

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D.J Trindle - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4471

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Samuel O'Donnell - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8356

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The Washburn Pham Wealth Management Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5255

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John Carnes - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4462

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Lynn Goedde - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5267

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Stephen E Dauer - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5368

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Pendragon Financial Management - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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Amy R. Burgraff - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4406

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Chris Saul - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-792-8026

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Michael Morger - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-346-1766

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Patty Heimbuch - Ameriprise Financial Services, LLC

11145 Reading Rd

Cincinnati, OH 45241
513-554-1104

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Donald H Westermeyer - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-671-4636

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Barry Whitt - Ameriprise Financial Services, LLC

225 Pictoria Dr
Ste 110

Cincinnati, OH 45246
513-931-5400

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Stephen O'Neill - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-792-8022

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Tom Brizzolara - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-247-1532

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John P Randall - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8385

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Vivian Caroline Cosio | New York Life

11855 Tennyson Dr

Cincinnati, OH 45241
513-469-1952

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Steve Kopf - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-984-9700

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The Legacy Midwest Group - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-562-8308

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Amanda Baggette - Morgan Stanley Private Wealth Advisor

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5270

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Brad Vitucci - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8330

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Terry Regan - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4447

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Brian T. Bascom - Morgan Stanley

7755 Montgomery Road
2nd Floor

Cincinnati, OH 45236
513-762-5359

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Tricia Mercalde - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-762-5241

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Jeffrey A Herold - Morgan Stanley

221 East 4th St Atrium Two
22 Fl

Cincinnati, OH 45202
513-852-4404

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Andrew Benson - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8319

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Scott E Bouldin - Morgan Stanley

221 East 4th St Atrium Two 22
Fl

Cincinnati, OH 45202
513-852-4458

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Christopher Green - Morgan Stanley

7755 Montgomery Road - 2nd
Floor

Cincinnati, OH 45236
513-562-8372

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Jeff Mumper - Ameriprise Financial Services, LLC

5905 E Galbraith Rd
Ste 4200

Cincinnati, OH 45236
513-792-8025

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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