Find a Financial Advisor in Union County, OH

 

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

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We Only Work With The Best Union 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 Union County, OH


  • Financial Advisor Close to Union 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 Union 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 Union County, OH

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

  • Population: 56,707
  • % of Population 62 Years and Over: 15.2%
  • Average Home Value: $212,800
  • Average Monthly Housing Cost: $1,227
  • Average Household Income: $104,000
  • 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 Union County, OH

 

COMMONWEALTH EQUITY SERVICES, LLC

Website

(937) 644-0351

127 West 5th Street

Marysville, OH 43040

SEC#: 801-41541
Years in Business: 29 years

 


Union County, OH Financial Advisor FAQs

Some people feel more comfortable allowing a professional make decisions for them because it takes away the guesswork about investing and they know that it's being done right.
They're responsible for choosing the right investments for each client's needs, designing appropriate asset allocations or retirement income strategies, and managing risk exposure in response to life changes.
One of the most important things to ask is about their service agreements and the fees that come with it.
The cost for financial advisors varies depending on the advisor's experience, education, potential conflicts of interest, and where the customer lives.