Find a Financial Advisor in Milford, OH

 

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

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We Only Work With The Best Milford 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 Milford, OH


  • Financial Advisor Close to Milford, 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 Milford, 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 Milford, OH

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

  • Population: 6,878
  • % of Population 62 Years and Over: 24%
  • Average Home Value: $174,500
  • Average Monthly Housing Cost: $808
  • Average Household Income: $71,140
  • 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 Milford, OH

 

BROWN FINANCIAL ADVISORS, LLC

Website

(513) 575-9654

964 State Route 28

Milford, OH 45150

SEC#: 801-119541
Years in Business: 1 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(513) 469-1997

215 Main Street
Suite A
Milford, OH 45150

SEC#: 801-66892
Years in Business: 15 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(513) 469-1997

215 Main Street
Suite A
Milford, OH 45150

SEC#: 801-66892
Years in Business: 15 years

 


Milford, OH Financial Advisor FAQs

Financial advisors are usually experts who are trained in understanding the world of personal finances. If someone is struggling with their credit score, trying to figure out a retirement plan, or planning an estate, they may need to consult a financial advisor.
A financial advisor can offer several services for you ranging from investment advice to estate planning depending on their area of expertise which will likely depend on the person's career background and training.
There are a number of financial advisors working with different investment philosophies and natures. Hence, it is very important that you first understand your own financial situation and from there, you should be able to draw what your needs and goals are for the financial advisor to work on.
The cost of a financial advisor differs depending on the firm you're with, the size of your account, and your level of service.