Find a Financial Advisor in Montgomery County, OH

 

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

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We Only Work With The Best Montgomery County 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 Montgomery County, OH


  • Financial Advisor Close to Montgomery County, 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 Montgomery County, 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 Montgomery County, OH

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

  • Population: 531,670
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $127,000
  • Average Monthly Housing Cost: $857
  • Average Household Income: $70,103
  • 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 Montgomery County, OH

 

BUCKINGHAM CAPITAL MANAGEMENT, INC.

Website

(937) 435-2742

6856 Loop Road

Dayton, OH 45459

SEC#: 801-61296
Years in Business: 19 years

BLAKE SCHUTTER WEALTH

Website

(937) 956-7875

7777 Washington Village Dr.
Suite 120
Dayton, OH 45459

SEC#: 801-117244
Years in Business: 2 years

TUDOR FINANCIAL, INC.

Website

(937) 439-9292

8111 Timberlodge Trail

Dayton, OH 45458

SEC#: 801-118723
Years in Business: 1 years

BUCKINGHAM FINANCIAL GROUP, INC.

Website

(937) 435-2742

6856 Loop Rd.

Dayton, OH 45459

SEC#: 801-61297
Years in Business: 19 years

WESTMINSTER FINANCIAL ADVISORY CORP

Website

(937) 898-5010

40 North Main Street
Suite 2400
Dayton, OH 45423

SEC#: 801-29690
Years in Business: 34 years

BEACON CAPITAL MANAGEMENT, INC.

Website

(937) 439-9093

7777 Washington Village Drive
Suite 280
Dayton, OH 45459

SEC#: 801-61249
Years in Business: 19 years

RICHVIEW ADVISORS

Website

(937) 294-7409

3110 Kettering Boulevard

Dayton, OH 45439

SEC#: 801-107035
Years in Business: 5 years

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

Website

(937) 291-1223

10100 Innovation Drive
Suite 410
Dayton, OH 45342

SEC#: 801-44694
Years in Business: 28 years

DOVER PARTNERS INC

Website

(937) 299-4105

476 Windsor Park Dr.

Dayton, OH 45459

SEC#: 801-35543
Years in Business: 32 years

 


Montgomery County, OH Financial Advisor FAQs

A lot of people who need help with their finances know that asking for help is something positive and empowering in life. It's wiser to have proper guidance from a financial advisor to avoid worry and stress. Plus, financial advisors are the experts equipped for this job so they are definitely worth hiring.
Financial advisors work closely with clients to identify their needs and develop a holistic financial plan for them. A financial advisor can help guide clients through different investments, time horizons, risk tolerance levels, withdrawal rates, retirement options and more.
Research the advisors, their backgrounds and conflicts of interest, if any. Find out whether your advisor is registered as a financial advisor in his or her state of practice. Know who regulates them.
A financial advisor may cost an hourly fee, a creation of current portfolio fee, or they may charge for funds per trade.