Find a Financial Planner in Dayton, OH

 

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

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We Only Work With The Best Dayton 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 Dayton, OH


  • Financial Advisor Close to Dayton, 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 Dayton Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Dayton area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Dayton can include managing client retirement accounts, investments, tax plans, and more.
16.1% of Dayton'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 Dayton area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Dayton area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Dayton area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Dayton area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Dayton 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 Dayton area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 140,569
  • % of Population 62 Years and Over: 16.1%
  • Average Home Value: $76,100
  • Average Monthly Housing Cost: $697
  • Average Household Income: $46,430
  • 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 Dayton, OH


BUCKINGHAM CAPITAL MANAGEMENT, INC.

Website

(937) 435-2742

6856 Loop Road

Dayton, OH 45459

SEC#: 801-61296
Years in Business: 18 years

BLAKE SCHUTTER WEALTH

Website

(937) 956-7875

7777 Washington Village Dr.
Suite 120
Dayton, OH 45459

SEC#: 801-117244
Years in Business: 1 years

TUDOR FINANCIAL, INC.

Website

(937) 439-9292

8111 Timberlodge Trail

Dayton, OH 45458

SEC#: 801-118723
Years in Business: 0 years

BUCKINGHAM FINANCIAL GROUP, INC.

Website

(937) 435-2742

6856 Loop Rd.

Dayton, OH 45459

SEC#: 801-61297
Years in Business: 18 years

WESTMINSTER FINANCIAL ADVISORY CORP

Website

(937) 898-5010

40 North Main Street
Suite 2400
Dayton, OH 45423

SEC#: 801-29690
Years in Business: 33 years

BEACON CAPITAL MANAGEMENT, INC.

Website

(937) 439-9093

7777 Washington Village Drive
Suite 280
Dayton, OH 45459

SEC#: 801-61249
Years in Business: 18 years

RICHVIEW ADVISORS

Website

(937) 294-7409

3110 Kettering Boulevard

Dayton, OH 45439

SEC#: 801-107035
Years in Business: 5 years

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

Website

(937) 291-1223

10100 Innovation Drive
Suite 410
Dayton, OH 45342

SEC#: 801-44694
Years in Business: 27 years

DOVER PARTNERS INC

Website

(937) 299-4105

476 Windsor Park Dr.

Dayton, OH 45459

SEC#: 801-35543
Years in Business: 31 years