Find a Financial Advisor in Miamisburg, OH

 

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

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We Only Work With The Best Miamisburg 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 Miamisburg, OH


  • Financial Advisor Close to Miamisburg, 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 Miamisburg, 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 Miamisburg, OH

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

  • Population: 19,993
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $149,000
  • Average Monthly Housing Cost: $1,027
  • Average Household Income: $75,890
  • 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 Miamisburg, OH

 

RIGHTWEALTH ADVISORS, LLC

Website

(937) 859-9800

10050 Innovation Drive, Suite 130

Miamisburg, OH 45342

SEC#: 801-114853
Years in Business: 2 years

VOYA FINANCIAL ADVISORS, INC.

Website

(937) 353-5462

10100 Innovation Drive
Suite 120
Miamisburg, OH 45342

SEC#: 801-46585
Years in Business: 27 years

BRASS TAX WEALTH MANAGEMENT, INC.

Website

(937) 847-6958

228 Byers Road
Suite 300
Miamisburg, OH 45342

SEC#: 801-111006
Years in Business: 4 years

VOYA FINANCIAL ADVISORS, INC.

Website

(937) 353-5462

10100 Innovation Drive
Suite 120
Miamisburg, OH 45342

SEC#: 801-46585
Years in Business: 27 years

EVERHART FINANCIAL GROUP INC

Website

(937) 260-4315

2 Prestige Place
Suite 130
Miamisburg, OH 45342

SEC#: 801-50786
Years in Business: 25 years

W&S BROKERAGE SERVICES, INC.

Website

(800) 945-1964

2 Prestige Place
Suite 310
Miamisburg, OH 45342

SEC#: 801-113946
Years in Business: 3 years

 


Miamisburg, OH Financial Advisor FAQs

All financial advisors get paid in some manner for their work. There are two general ways that they can be compensated: by commission or by fees.
Financial advisors can help you structure your investments and create feasible short and long-term plans in financial management.
A financial advisor in Miamisburg, OH charges $110 per hour. For the most part, this is an hourly fee with a set minimum number of hours needed to start. However, there are also commission-based advisors available in the area who could charge you commissions or fees based on how much work they do for you.
If you prefer to have a more personal connection with your advisor, then the best way to find an advisor is through referrals. Ask family members or friends who they work with and what their experience has been like.