Find a Financial Planner in Ashland, OH

 

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We Only Work With The Best Ashland Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Ashland, OH


  • Financial Advisor Close to Ashland, OH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Ashland Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Ashland area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Ashland offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
22.7% of Ashland's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Ashland area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Ashland area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Ashland area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Ashland area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Ohio has unique laws defining which actions trigger a taxable event and has the 16th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Ashland area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Ashland area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Ashland, OH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Ashland, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Ashland financial advisors.
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How Retirement-Friendly is Ashland, OH?

  • Population: 20,390
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $113,300
  • Average Monthly Housing Cost: $701
  • Average Household Income: $63,197
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)


The Top Financial Advisor Firms in Ashland, OH


WHITCOMB & HESS, INC.

Website

(419) 289-7007

1020 Cleveland Avenue

Ashland, OH 44805

SEC#: 801-78798
Years in Business: 7 years

LIVELSBERGER FINANCIAL ADVISORY

Website

(419) 289-7165

122 W. Washington St
Ste D
Ashland, OH 44805

SEC#: 801-118391
Years in Business: 1 years

LIGHTHOUSE WEALTH MANAGEMENT, INC.

Website

(419) 496-0016

1078 Commerce Parkway

Ashland, OH 44805

SEC#: 801-117825
Years in Business: 1 years

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Website

(419) 289-3750

20 East Main Street

Ashland, OH 44805

SEC#: 801-118404
Years in Business: 1 years