Find a Financial Advisor in Licking County, OH


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

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We Only Work With The Best Licking 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


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


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 Licking County, OH

  • Financial Advisor Close to Licking 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 Licking County, OH

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Licking County, OH

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

  • Population: 173,750
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $176,200
  • Average Monthly Housing Cost: $976
  • Average Household Income: $82,929
  • 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 Licking County, OH




(740) 587-1809

100 N Galway Drive

Granville, OH 43023

SEC#: 801-58257
Years in Business: 21 years


Licking County, OH Financial Advisor FAQs

The costs of a financial advisor depend on two big factors: the length of the relationship and the type of engagement.
Consider asking the financial advisor about their level of experience in the job of financial advising. This should not only refer to the length of time he has been a financial advisor but should also include the quality of work or service he has rendered in the past.
Most investors prefer financial advisors who charge by the hour. This method is called fee-only. With this kind of compensation scheme, there is much focus given on financial planning and advice rather than on financial products.
A financial advisor can help with planning and managing your funds, taxes, and investments based on your personal goals, needs and the complexity of your portfolio.