Find a Financial Planner in Hamilton County, OH

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Hamilton 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 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 Hamilton County, OH


  • Financial Advisor Close to Hamilton 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

 

How Can a CFP® in Hamilton County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Hamilton County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Hamilton County 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.
18.8% of Hamilton County'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 Hamilton County area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Hamilton County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Hamilton County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Hamilton County area is generally long-term and performed with the help of a qualified planner. 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 is a service offered by many financial advisors, planners, and other professionals in the Hamilton County area. Typically, it 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 Hamilton County area when dealing with high-interest credit card debt and private student loans.

 

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

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


How Retirement-Friendly is Hamilton County, OH?

  • Population: 813,589
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $160,900
  • Average Monthly Housing Cost: $960
  • Average Household Income: $83,247
  • 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 Hamilton County, OH


RANDOLPH CO INC

Website

(513) 891-7144

4200 Malsbary Road

Cincinnati, OH 45242

SEC#: 801-28213
Years in Business: 34 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: 32 years

TOUCHSTONE ADVISORS INC

Website

(513) 362-8000

303 Broadway
Suite 1100
Cincinnati, OH 45202

SEC#: 801-45963
Years in Business: 27 years

EICHNER INVESTMENT PLANNING, LLC

Website

(513) 290-9170

3805 Edwards Road
Suite 550
Cincinnati, OH 45209

SEC#: 801-113004
Years in Business: 3 years

BOWLING PORTFOLIO MANAGEMENT LLC

Website

(513) 871-7776

4030 Smith Road
Suite 140
Cincinnati, OH 45209

SEC#: 801-63696
Years in Business: 16 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: 8 years

BOHMER KILCOYNE WEALTH MANAGEMENT, LLC

Website

(513) 942-9700

9360 Montgomery Road

Cincinnati, OH 45242

SEC#: 801-78501
Years in Business: 7 years

CLARIFY WEALTH MANAGEMENT

Website

(513) 381-0001

50 E-Business Way
Suite 100
Cincinnati, OH 45241

SEC#: 801-108586
Years in Business: 4 years

HACKMAN FINANCIAL GROUP

Website

(513) 891-5300

7355 E. Kemper Road

Cincinnati, OH 45249

SEC#: 801-111082
Years in Business: 3 years

EAGLE REALTY CAPITAL PARTNERS, LLC

Website

(513) 361-7700

421 East Fourth Street

Cincinnati, OH 45202

SEC#: 801-107404
Years in Business: 5 years