Find a Financial Planner in Maumee, OH

 

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

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We Only Work With The Best Maumee 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 Maumee, OH


  • Financial Advisor Close to Maumee, 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 Maumee Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Maumee 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 is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Maumee can include managing client retirement accounts, investments, tax plans, and more.
21.3% of Maumee'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 Maumee area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Maumee area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Maumee area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Maumee area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 in the Maumee area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 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 Maumee area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 13,797
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $146,600
  • Average Monthly Housing Cost: $959
  • Average Household Income: $87,218
  • 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 Maumee, 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: 18 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: 1 years

CAMELOT FUNDS, LLC

Website

(419) 794-0538

1700 Woodlands Dr.
Suite 100
Maumee, OH 43537

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