Find a Financial Planner in Xenia, OH

 

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We Only Work With The Best Xenia 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 Xenia, OH

  • Financial Advisor Close to Xenia, 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 Xenia Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Xenia area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
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 Xenia is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
22.1% of Xenia's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Xenia area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Xenia area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Xenia area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
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 Xenia 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 is a service offered by many financial advisors, planners, and other professionals in the Xenia area. Typically, it 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Xenia area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 26,534
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $98,100
  • Average Monthly Housing Cost: $782
  • Average Household Income: $56,885
  • 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 Xenia, OH


JAMES INVESTMENT RESEARCH INC

Website

(937) 426-7640

1349 Fairground Road

Xenia, OH 45385

SEC#: 801-12359
Years in Business: 44 years

JAMES CAPITAL ALLIANCE INC

Website

(937) 429-7384

1349 Fairground Road

Xenia, OH 45385

SEC#: 801-42655
Years in Business: 28 years