Find a Financial Advisor in Cincinnati, OH

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We did the hard work of finding trustworthy partners in Cincinnati, OH.

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We Only Work With The Best Cincinnati 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

  • Financial Advisor Close to Cincinnati, 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

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

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

  • Population: 301,394
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $145,600
  • Average Monthly Housing Cost: $831
  • Average Household Income: $65,213
  • 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.)


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The Top Financial Advisor Firms in Cincinnati, OH

 

RANDOLPH CO INC

Website

(513) 891-7144

4200 Malsbary Road

Cincinnati, OH 45242

SEC#: 801-28213
Years in Business: 35 years

CINCINNATI ASSET MANAGEMENT INC

Website

(513) 554-8500

8845 Governor'S Hill Drive
Suite 230
Cincinnati, OH 45249

SEC#: 801-34376
Years in Business: 33 years

TOUCHSTONE ADVISORS INC

Website

(513) 362-8000

303 Broadway
Suite 1100
Cincinnati, OH 45202

SEC#: 801-45963
Years in Business: 28 years

EICHNER INVESTMENT PLANNING, LLC

Website

(513) 290-9170

3805 Edwards Road
Suite 550
Cincinnati, OH 45209

SEC#: 801-113004
Years in Business: 4 years

BOWLING PORTFOLIO MANAGEMENT LLC

Website

(513) 871-7776

4030 Smith Road
Suite 140
Cincinnati, OH 45209

SEC#: 801-63696
Years in Business: 17 years

QUEEN CITY CAPITAL MANAGEMENT, LLC

Website

(513) 721-6089

212 East Third Street
Suite 100
Cincinnati, OH 45202

SEC#: 801-76921
Years in Business: 9 years

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

Website

(513) 942-9700

9360 Montgomery Road

Cincinnati, OH 45242

SEC#: 801-78501
Years in Business: 8 years

CLARIFY WEALTH MANAGEMENT

Website

(513) 381-0001

50 E-Business Way
Suite 100
Cincinnati, OH 45241

SEC#: 801-108586
Years in Business: 5 years

HACKMAN FINANCIAL GROUP

Website

(513) 891-5300

7355 E. Kemper Road

Cincinnati, OH 45249

SEC#: 801-111082
Years in Business: 4 years

 


Cincinnati, OH Financial Advisor FAQs

Cincinnati is situated on the northern bank of the Licking and Ohio rivers, with the latter marking the state line with Kentucky. It is a city in the U.S. state of Ohio and the county seat of Hamilton County. According to the city's Financial Report, Kroger Co. is the city's top employer, employing 18,000 people. Cincinnati is home to numerous major league sports teams: the Cincinnati Reds of Major League Baseball, FC Cincinnati of Major League Soccer, and the Cincinnati Bengals of the National Football League. It also has a minor league ice hockey team, the Cincinnati Cyclones. We've partnered with a select group of top-tier financial advisors in Cincinnati, OH, to introduce you to them. Cincinnati is the county seat of Hamilton County in the United States of America. The city is located on the northern bank of the Licking and Ohio rivers, with the latter forming the state's boundary with Kentucky. The city serves as the economic and cultural hub of the greater Cincinnati area. It was dubbed the "Paris of America" due to such audacious architectural endeavors as the Music Hall, Cincinnatian Hotel, and Shillito Department Store. Financial advisors are in high demand in Cincinnati, OH, and you'll want to discover one who can assist you in managing your finances. Consult the list below to find a financial advisor in your area!

These are some of the most common questions people ask financial advisors. What are my long-term goals? Do I have an emergency fund? Will this plan help me reach my goals? How can I lessen the impact of inflation on me over time? One of these is probably among your long-held concerns about investing money for retirement or other future goals.

A good place to start looking for a certified financial planner or certified public accountant or someone else with proper credentials would be by asking your friends, family members, neighbors, co-workers. Another preferred method of finding an advisor is through referrals from those professionals who you've already consulted with such as doctors, lawyers or accountants that you feel comfortable discussing your finances with.

Financial advisors charge for their services in different ways. Financial advisory firms that are officially registered with the SEC typically charge an annual fee based on the size of your portfolio. Others may charge a one-time flat fee. Some simply do not charge anything up front but instead take commissions on transactions.

Financial advisors serve as an expert and an advisor to the client on financial matters. Financial advisors also typically possess advanced training and knowledge of particular areas, such as investments or retirement planning. Some typical advising services are providing guidance on tax preparation or creating a plan for long-term financial success.


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