Find a Financial Advisor in Maumee, OH

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

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 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 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

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


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

ROYAL ALLIANCE ASSOCIATES, INC.

Website

(419) 475-8665

655 Beaver Creek Circle

Maumee, OH 43537

SEC#: 801-54859
Years in Business: 24 years

TFO-TDC, LLC

Website

(419) 891-9999

145 Chesterfield Lane

Maumee, OH 43537

SEC#: 801-62074
Years in Business: 18 years

 


Maumee, OH Financial Advisor FAQs

A financial advisor negotiates, buys and sells stocks, bonds, mutual funds and other investments on behalf of clients.
You may need a financial advisor, especially if you are self employed or don't know what your retirement planning might look like.
Financial advisors typically charge a fee as a percentage of assets managed. Alternatively, they charge an annual flat fee for the management of accounts, including servicing transactions and providing educational material.
It is important to find a financial advisor who is proficient in insurance, investments, contracts building and retirement planning. Ideally they should also be familiar with social security guidelines. For the best advice, they will do thorough research on you specifically to find out your portfolio goals, needs and risk tolerance levels. This type of one-on-one consultation will reveal which types of investment vehicles are most appropriate for the individual based on their retirement plan.