Find a Financial Planner in Toledo, OH

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Toledo 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, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

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

Trustworthiness

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

 

Our Process for Choosing
An Independent Financial Advisor in Toledo, OH


  • Financial Advisor Close to Toledo, 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 Toledo Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Toledo area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Toledo is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
17.5% of Toledo'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 Toledo area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Toledo area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Toledo area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Toledo area who determine what breaks are available to you to minimize your tax payments. 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 Toledo 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Toledo area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Toledo, 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 Toledo, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Toledo financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Toledo, OH?

  • Population: 276,614
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $87,300
  • Average Monthly Housing Cost: $739
  • Average Household Income: $50,988
  • 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 Toledo, OH


ALAN B. LANCZ & ASSOCIATES, INC.

Website

(419) 536-5200

2400 N Reynolds Rd

Toledo, OH 43615

SEC#: 801-24450
Years in Business: 36 years

KMG FIDUCIARY PARTNERS, LLC

Website

(419) 517-8040

7530 Kings Pointe Road

Toledo, OH 43617

SEC#: 801-113981
Years in Business: 2 years

ARISTIDES CAPITAL LLC

Website

(419) 214-0412

25 South Huron
Suite 2A
Toledo, OH 43604

SEC#: 801-119110
Years in Business: 1 years