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


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 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.


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 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




(937) 859-9800

10050 Innovation Drive, Suite 130

Miamisburg, OH 45342

SEC#: 801-114853
Years in Business: 3 years



(937) 353-5462

10100 Innovation Drive
Suite 120
Miamisburg, OH 45342

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



(937) 847-6958

228 Byers Road
Suite 300
Miamisburg, OH 45342

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



(937) 353-5462

10100 Innovation Drive
Suite 120
Miamisburg, OH 45342

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



(937) 260-4315

2 Prestige Place
Suite 130
Miamisburg, OH 45342

SEC#: 801-50786
Years in Business: 26 years



(800) 945-1964

2 Prestige Place
Suite 310
Miamisburg, OH 45342

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


Miamisburg, OH Financial Advisor FAQs

Miamisburg is a city in southwestern Ohio, United States. It is part of the Dayton Metropolitan Statistical Area. Miamisburg is home to a large number of technology and chemical companies including GHX Industrial, LyondellBasell, Chemtura, and Miamisburg Mound. Miamisburg's top employer is LyondellBasell with over 2,000 employees. Miamisburg is also home to the world's largest man-made prehistoric Indian mound, the Miamisburg Mound. The mound was built by the Adena people and is more than 70 feet high and 850 feet wide. It is also home to the largest collection of Adena artifacts in the world. We have some of the best financial advisors serving in Miamisburg, OH, a city belonging to Montgomery County. This city is known for its large industry and retail factors commercial business area. The city's population marked a total of 20,181 during the 2010 census. Check out our feature below of financial advisors serving close to the area.

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.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.