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Best Hamilton County, Ohio Financial Advisors

When it comes to managing your financial future, choosing the right advisor can make all the difference. Hamilton County, Ohio boasts a variety of highly-qualified financial advisors who are dedicated to helping you achieve your financial goals. In this article, we’ll explore some of the top financial advisors in the region, highlight client reviews, and provide essential contact information. Whether you’re looking for retirement planning, wealth management, or investment advice, these advisors have you covered.

What to Look for in a Financial Advisor

Choosing a financial advisor can be overwhelming, but knowing what to look for can simplify the process. First and foremost, ensure the advisor has the appropriate credentials and experience. Look for certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Personal Financial Specialist (PFS). These certifications indicate a high level of expertise and a commitment to ethical practices.

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Additionally, consider the advisor’s fee structure. Advisors can be fee-only, fee-based, or commission-based. Fee-only advisors charge a flat rate or a percentage of assets under management, which minimizes conflicts of interest. Fee-based advisors may earn commissions on certain products, while commission-based advisors primarily earn money from the sale of financial products. Understanding how an advisor is compensated can help you gauge their motivations and ensure their interests align with yours.

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Table: Key Credentials to Look for in Financial Advisors

Credential Description Importance
CFP Certified Financial Planner Indicates comprehensive financial planning skills
CFA Chartered Financial Analyst Focuses on investment management expertise
PFS Personal Financial Specialist Advanced knowledge in tax planning and accounting

Top Financial Advisors in Hamilton County

Scheeler Financial Group

Located in West Chester, Scheeler Financial Group prides itself on offering a high-end, concierge experience. As an independent advisory firm, they are entirely client-focused. Their services include financial planning, portfolio management, retirement planning, and more. Clients appreciate the personal touch and dedication to their success.

Contact Information:

  • Address: 9078 Union Centre Blvd, Suite 202, West Chester, OH 45069
  • Phone: 513-883-6100
  • Website

Client Review: “Working with Scheeler Financial Group has been a game-changer for my financial planning. Their holistic approach and personal attention to detail have given me clarity and confidence in my financial future.”

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National Wealth Management Group / LPL Financial

This Cincinnati-based firm offers a comprehensive suite of financial services, from retirement planning to estate planning. With over 18,000 advisors and a strong commitment to client satisfaction, they have established themselves as a reliable choice for financial advice.

Contact Information:

  • Address: 11260 Chester Rd, Suite 250, Cincinnati, OH 45246
  • Phone: 513-391-3187
  • Website

Client Review: “I’ve been with National Wealth Management Group for several years, and their expertise and professionalism are unmatched. They truly prioritize my needs and help me navigate complex financial decisions with ease.”

Total Wealth Planning LLC

Total Wealth Planning LLC in Cincinnati offers personalized investment advice and comprehensive financial planning. They emphasize placing clients’ interests first and providing innovative strategies to meet lifetime objectives.

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Contact Information:

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  • Address: 4665 Cornell Rd, Suite 160, Cincinnati, OH 45241
  • Phone: 513-984-6696
  • Website

Client Review: “Total Wealth Planning has been instrumental in helping me plan for my retirement. Their detailed approach and commitment to my financial success have made a significant difference in my confidence and peace of mind.”

Credentials to Consider

When selecting a financial advisor, their credentials can offer insight into their expertise and areas of specialization. Common credentials include CFP, CFA, and CPA (Certified Public Accountant). Each of these certifications requires rigorous exams and adherence to ethical standards, ensuring you receive knowledgeable and trustworthy advice.

Table: Financial Advisor Credentials

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Credential Focus Area Description
CFP Comprehensive Financial Planning Ensures broad expertise in all areas of financial planning
CFA Investment Management Specializes in portfolio management and investment analysis
CPA Tax Planning and Accounting Provides advanced knowledge in tax-related financial planning

Best Practices for Working with a Financial Advisor

Building a successful relationship with your financial advisor involves clear communication and understanding their process. Start by discussing your financial goals and risk tolerance. Regularly review your financial plan and make adjustments as needed. It’s also crucial to understand the advisor’s investment philosophy and how they will help you achieve your goals.

Fifth Third Securities, Inc.

Located in Hamilton, Fifth Third Securities, Inc. offers a range of financial advisory services. Sarah Dupuy-Rasmussen, an experienced advisor at the firm, focuses on helping clients manage their investments and plan for the future.

Contact Information:

  • Address: 4005 Hamilton Cleves Road, Hamilton, OH 45014
  • Phone: Not Provided
  • Website

Client Review: “Sarah at Fifth Third Securities has been a tremendous help in managing my investments. Her insights and strategic planning have significantly improved my financial outlook.”

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Avantax Advisory Services

Lisa A. Foster at Avantax Advisory Services brings over 24 years of experience to her clients in Hamilton. She specializes in comprehensive financial planning and tax-efficient investment strategies.

Contact Information:

  • Address: 3707 Rossgate Court, Unit C, Hamilton, OH 45013
  • Phone: Not Provided
  • Website

Client Review: “Lisa’s expertise in tax planning and financial advice has been invaluable. She always takes the time to understand my needs and provides tailored solutions that align with my financial goals.”


Finding the right financial advisor in Hamilton County, Ohio, can significantly impact your financial well-being. By considering their credentials, fee structure, and client reviews, you can make an informed decision. The advisors highlighted in this article are dedicated to providing top-notch financial planning services and have earned positive feedback from their clients. Whether you need assistance with retirement planning, investment management, or comprehensive financial advice, these advisors are well-equipped to help you achieve your financial goals.

For more information and to explore additional financial advisors, visit WiserAdvisor and Edward Jones.

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