Find a Financial Planner in Lucas County, OH

 

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

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We Only Work With The Best Lucas 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 Lucas County, OH


  • Financial Advisor Close to Lucas 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 Lucas County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Lucas County 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 focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Lucas County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
19.7% of Lucas County'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 Lucas County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Lucas County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Lucas County area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Lucas County area who determine what breaks are available to you to minimize your tax payments. 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 Lucas County 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 is a good way to make high-interest debts more manageable. Advisors in the Lucas County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 431,102
  • % of Population 62 Years and Over: 19.7%
  • Average Home Value: $126,400
  • Average Monthly Housing Cost: $817
  • Average Household Income: $68,678
  • 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 Lucas County, OH


CAMELOT PORTFOLIOS, LLC

Website

(419) 794-0538

1700 Woodlands Dr
Suite 100
Maumee, OH 43537

SEC#: 801-70932
Years in Business: 11 years

CAMELOT EVENT-DRIVEN ADVISORS, LLC

Website

(419) 794-0538

1700 Woodlands Drive

Maumee, OH 43537

SEC#: 801-112328
Years in Business: 3 years

TFO-TDC, LLC

Website

(419) 891-9999

1440 Arrowhead Drive

Maumee, OH 43537

SEC#: 801-62074
Years in Business: 17 years

ATLANTIS WEALTH ADVISORS LLC

Website

(419) 794-0538

1700 Woodlands Dr.
Suite 100
Maumee, OH 43537

SEC#: 801-79013
Years in Business: 7 years

MUNN WEALTH MANAGEMENT, LLC

Website

(419) 794-0536

1700 Woodlands Drive
Suite 100
Maumee, OH 43537

SEC#: 801-88182
Years in Business: 6 years

THE RETIREMENT GUYS FORMULA

Website

(419) 842-0550

1700 Woodlands Drive

Maumee, OH 43537

SEC#: 801-119086
Years in Business: 0 years

CAMELOT FUNDS, LLC

Website

(419) 794-0538

1700 Woodlands Dr.
Suite 100
Maumee, OH 43537

SEC#: 801-79300
Years in Business: 7 years