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Find The Best Financial Advisors in Dayton, Ohio

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 Dayton is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Dayton & pick the one as per your needs

How To Find The Best Financial Advisors in Dayton, Ohio
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Dayton, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and 10 non-vetted financial advisors in Dayton, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Dayton, Ohio have an average of 29 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Dayton, Ohio

Doug Kinsey

Artifex Financial Group, LLC

855-752-6644

Address

2305 Far Hills Avenue,
Suite 206,
Dayton, OH 45419 See Details

Birchcreek Wealth Management

937-567-0646

Address

2955 Exchange Place Blvd,
Miamisburg, OH 45342 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Rick Scheeler

Scheeler Financial Group

513-883-6100

Address

9078 Union Centre Blvd, Suite 202,
West Chester, OH 45069 See Details

Dave Wilder

Total Wealth Planning

513-984-6696

Address

4665 Cornell Rd,
Suite 160,
Cincinnati, OH 45241 See Details

Retirement Corporation of America

513-769-4040

Address

10300 Alliance Road, Site 100,
Cincinnati, OH 45242 See Details

Journey Advisory Group

859-888-0356

Address

50 E. Rivercenter Blvd,
Suite 301,
Covington, KY 41011 See Details

Top Financial Advisor Firms in Dayton, Ohio (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
BEACON CAPITAL MANAGEMENT, INC. 7777 Washington Village Drive, Suite 280 Dayton, OH, 45459	120641	$4,328,922,124	15730	A percentage of AUM
BUCKINGHAM CAPITAL MANAGEMENT, INC. 6856 Loop Road, Dayton, OH, 45459	117984	$910,992,747	3190	A percentage of AUM, Hourly charges, Fixed fees
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC 7777 Washington Village Dr., Suite 120 Dayton, OH, 45459	292661	$456,465,927	377	A percentage of AUM, Hourly charges, Fixed fees
DOVER PARTNERS INC 476 Windsor Park Dr., Dayton, OH, 45459-4111	105133	$456,055,482	35	A percentage of AUM, Fixed fees
JESSUP WEALTH MANAGEMENT 35 Park Avenue, Dayton, OH, 45419	323035	$260,617,801	387	A percentage of AUM, Hourly charges, Fixed fees
ANDERSON FINANCIAL STRATEGIES, LLC 2500 Stratacache Tower, 40 N Main St. Dayton, OH, 45423	290343	$245,683,085	205	A percentage of AUM, Hourly charges, Fixed fees
TUDOR FINANCIAL, INC. 8111 Timberlodge Trail, Dayton, OH, 45458-2103	121495	$199,402,874	707	A percentage of AUM, Hourly charges, Fixed fees
MONETARY SOLUTIONS, LTD. 3066 Kettering Blvd, Dayton, OH, 45439	121217	$141,133,143	285	A percentage of AUM, Hourly charges, Fixed fees
INVESTABLE 245 Thruston Blvd. West, Dayton, OH, 45419	333290	$0	0	Fixed fees
BUCKINGHAM FINANCIAL GROUP, INC. 6856 Loop Rd., Dayton, OH, 45459	117982	$0	0	Hourly charges, Fixed fees, Other (VARYING FEES FOR SEMINARS AND EDUCATIONAL WORKSHOPS)

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Find The Best Financial Advisors in Dayton, Ohio

How To Find The Best Financial Advisors in Dayton, OhioLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Dayton, Ohio

Doug Kinsey

Artifex Financial Group, LLC

Address

Birchcreek Wealth Management

Address

Edelman Financial Engines, LLC

Address

Rick Scheeler

Scheeler Financial Group

Address

Dave Wilder

Total Wealth Planning

Address

Retirement Corporation of America

Address

Journey Advisory Group

Address

Top Financial Advisor Firms in Dayton, Ohio (Ranked by AUM)

Select other cities around Dayton, Ohio to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Dayton, Ohio
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy