Find a Financial Advisor in Oakwood, OH


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

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We Only Work With The Best Oakwood 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 Oakwood, OH

  • Financial Advisor Close to Oakwood, 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 Oakwood, 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 Oakwood, OH

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

  • Population: 8,982
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $243,600
  • Average Monthly Housing Cost: $1,497
  • Average Household Income: $151,949
  • 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 Oakwood, OH




(855) 752-6644

2305 Far Hills Avenue
Suite 206
Oakwood, OH 45419

SEC#: 801-112759
Years in Business: 3 years


Oakwood, OH Financial Advisor FAQs

Financial advisors get paid a fee for servicing clients. Typically, this is anywhere from 1-2% of assets under management annually, before tax.
You can ask around in your family and friends group for recommendations or find a recommendation on the internet.
The best way to find an advisor is by word of mouth. Once you've identified someone who has experience in the area of choice, it's important to call for discussions and even expect to be put through a screening process.
Financial advisors provide professional and specialized services and often, they're necessary for many people.