Find a Financial Advisor in Lebanon, OH

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Lebanon 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 Lebanon, OH


  • Financial Advisor Close to Lebanon, 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 Lebanon, 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 Lebanon, OH

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


How Retirement-Friendly is Lebanon, OH?

  • Population: 20,642
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $183,000
  • Average Monthly Housing Cost: $979
  • Average Household Income: $78,120
  • 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 Lebanon, OH

 

SUMMIT FINANCIAL ADVISORS, INC.

Website

(513) 424-6300

41 N Broadway

Lebanon, OH 45036

SEC#: 801-96206
Years in Business: 7 years

BUCKINGHAM CAPITAL MANAGEMENT, INC.

Website

(937) 305-3210

212 N. Broadway Street
#3
Lebanon, OH 45036

SEC#: 801-61296
Years in Business: 19 years

BUCKINGHAM FINANCIAL GROUP, INC.

Website

(937) 305-3210

212 N. Broadway Street
#3
Lebanon, OH 45036

SEC#: 801-61297
Years in Business: 19 years

CLIENT ONE SECURITIES LLC

Website

(513) 235-6600

27 West Mulberry Street

Lebanon, OH 45036

SEC#: 801-78158
Years in Business: 8 years

 


Lebanon, OH Financial Advisor FAQs

Lebanon is a city in Warren County, Ohio, United States, and the county seat of Warren County. It is located in the state's southwestern part, inside the Cincinnati metropolitan area. ADVICS North America, based in Lebanon, Ohio, is a medium-sized automotive company with a revenue of $500.0 million. It employs 422 people and is the area's largest employer. Lebanon, Ohio is best known for its welcoming community, its thriving business sector, and its beautiful natural surroundings. It is just a short drive from some of Ohio's most popular tourist destinations, including Columbus and Cincinnati. Financial advisory services are within reach in Lebanon, a city in Warren County, Ohio, United States, and the county seat of Warren County. It is best known for its welcoming community, its thriving business sector, and its beautiful natural surroundings. It is just a short drive from some of Ohio's most popular tourist destinations, including Columbus and Cincinnati. Moreover, the area's largest employer is ADVICS North America, a medium-sized automotive company with a revenue of $500.0 million and employs 422 people. There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

Do an advanced search for “financial advisor” and see who matches your requirements. Ask family members or people you trust to recommend somebody they have used or met before. Contact your bank to see if they have any agents on staff – ask them how they work and if there is an extra cost associated with their services.

Financial advisors help you establish economic well-being for the long term through investments, insurance protection, and retirement strategies.

As with all professional relationships it's important to feel comfortable and have an understanding of what you are getting into. Make sure you have some screening questions in mind that will help guide your conversation with potential advisors, including some specifics on the investment style that would be suitable for you.

Yes. It's generally a good idea to take advice and input from someone who is more knowledgeable than you in the subject at hand. This doesn't just apply to finances, so an advisor will be helpful for your career, relationships, and anything else.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.