Find a Financial Planner 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 Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA


All of our partners are credible — No conflicts of interest and no disciplinary history


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


How Can a CFP® in Montgomery County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Montgomery County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Montgomery County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
21.4% of Montgomery County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Montgomery County area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Montgomery County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Montgomery County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Montgomery County area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Ohio has unique laws defining which actions trigger a taxable event and has the 16th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Montgomery County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Montgomery County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.


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.


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 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



(937) 435-2742

6856 Loop Road

Dayton, OH 45459

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



(937) 956-7875

7777 Washington Village Dr.
Suite 120
Dayton, OH 45459

SEC#: 801-117244
Years in Business: 1 years



(937) 439-9292

8111 Timberlodge Trail

Dayton, OH 45458

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



(937) 435-2742

6856 Loop Rd.

Dayton, OH 45459

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



(937) 898-5010

40 North Main Street
Suite 2400
Dayton, OH 45423

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



(937) 439-9093

7777 Washington Village Drive
Suite 280
Dayton, OH 45459

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



(937) 294-7409

3110 Kettering Boulevard

Dayton, OH 45439

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



(937) 291-1223

10100 Innovation Drive
Suite 410
Dayton, OH 45342

SEC#: 801-44694
Years in Business: 27 years



(937) 299-4105

476 Windsor Park Dr.

Dayton, OH 45459

SEC#: 801-35543
Years in Business: 31 years