Find a Financial Advisor in Fairfield County, OH

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Fairfield County 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 Fairfield County, OH


  • Financial Advisor Close to Fairfield County, 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 Fairfield County, 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 Fairfield County, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Fairfield County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Fairfield County, OH?

  • Population: 154,457
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $190,900
  • Average Monthly Housing Cost: $1,016
  • Average Household Income: $85,202
  • 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 Fairfield County, OH

 

MODERN PORTFOLIO MANAGEMENT INC

Website

(740) 654-7635

3560 Wheeling Rd.

Lancaster, OH 43130

SEC#: 801-50488
Years in Business: 26 years

 


Fairfield County, OH Financial Advisor FAQs

It's best to get quotes from a number of different financial advisors in order to get a better idea of who might be the best choice for you. However, initial fees of 1% annually of the assets being managed is fairly standard.
What services do you offer and what are your particular areas of expertise? How do you charge clients?
The majority of financial advisors are commission-based. They get their earnings from the products that they sell to their clients.
Yes. A financial advisor can help you establish a stable and well-planned path for your finances. It's important to plan ahead to make sure that you have enough money in case of emergencies, as well as to fund other things, such as retirement or a child saving for college.