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Find Best Financial Advisors in Maumee, Ohio

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

How To Find Best Financial Advisors & Planners in Maumee?

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

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

List of Qualified Financial Advisors in Maumee, Ohio


Karla Stanton

Engler, Garrow & Roth, Ltd

1645 Indian Wood Circle

Maumee, OH 43537



Brian Sites

Edelman Financial Engines, LLC

39775 Traditions Drive
Suite D-800

Northville, MI 48168



Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116


Top Financial Advisor Firms in Ohio (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
1440 Arrowhead Drive, Maumee, OH 43537
124407 $3,551,088,033 4190 A percentage of AUM
Hourly charges
Fixed fees
1700 Woodlands Dr, Suite 100 Maumee, OH 43537
145918 $425,419,059 1321 A percentage of AUM
Hourly charges
Performance Based
1700 Woodlands Drive, Suite 100 Maumee, OH 43537
174414 $199,545,843 486 A percentage of AUM
Hourly charges
Fixed fees
1700 Woodlands Drive, Maumee, OH 43537
168561 $187,631,593 1597 A percentage of AUM
Hourly charges
Fixed fees
1700 Woodlands Dr., Suite 100 Maumee, OH 43537
169956 $135,918,161 704 A percentage of AUM
Hourly charges
Fixed fees
1700 Woodlands Drive, Maumee, OH 43537
291798 $49,792,898 5 A percentage of AUM

Additional Financial Advisors in Ohio

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bechtel Financial Services, Inc.
Inquire with Bechtel
1745 Indian Wood Circle, Suite 265 Maumee, OH 43537 419-897-2400
Larry Klotz
Inquire with Larry
655 Beaver Creek Circle, Maumee, OH 43537 419-344-9934
Independent Retirement Solutions, LLC
Inquire with Independent
480 West Dussel Drive, Suite 145 Maumee, OH 43537 419-865-8579
Erin L. Stickel
Inquire with Erin
1684 Woodlands Dr, Suite 100 Maumee, OH 43537 419-344-2716
Allstate Personal Financial Representative: James Rightnowar
Inquire with Allstate
314 W Dussel Dr, Maumee, OH 43537 419-794-7766
America's Retirement Headquarters
Inquire with America's
1700 Woodlands Drive, Maumee, OH 43537 419-842-0550
George Calton
Inquire with George
3410 Briarfield Blvd, Suite 1a Maumee, OH 43537 419-482-5590
Edward Jones
Inquire with Edward
105 East Wayne Street, Maumee, OH 43537 419-897-3118
Edward Jones
Inquire with Edward
1745 Indian Wood Circle, Ste 135 Maumee, OH 43537 419-482-5562
Edward Jones
Inquire with Edward
3355 Briarfield Blvd, Suite D Maumee, OH 43537 419-887-9055

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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