Find a Financial Planner in Beavercreek, OH

 

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We Only Work With The Best Beavercreek 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 Beavercreek, OH


  • Financial Advisor Close to Beavercreek, 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 Beavercreek Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Beavercreek area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Beavercreek can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
22.1% of Beavercreek's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Beavercreek area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Beavercreek area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Beavercreek area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Beavercreek 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 Beavercreek 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 Beavercreek area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 46,942
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $193,800
  • Average Monthly Housing Cost: $1,200
  • Average Household Income: $109,066
  • 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 Beavercreek, OH


RAY|THEIL WEALTH MANAGEMENT, LLC

Website

(800) 951-8071

70 Birch Alley
Suite 202
Beavercreek, OH 45440

SEC#: 801-72348
Years in Business: 10 years

DEAN INVESTMENTS

Website

(937) 222-9531

3500 Pentagon Boulevard, Suite 200

Beavercreek, OH 45431

SEC#: 801-9895
Years in Business: 46 years

DEAN FINANCIAL SERVICES

Website

(937) 222-9531

3500 Pentagon Boulevard, Suite 200

Beavercreek, OH 45431

SEC#: 801-62586
Years in Business: 17 years