
Find a Financial Advisor in Xenia, OH
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We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners will never sell investment products they receive a commission from
Experience
All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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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 Xenia, OH
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Financial Advisor Close to Xenia, OH
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
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
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.
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.)
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The Top Financial Advisor Firms in Xenia, OH
JAMES INVESTMENT RESEARCH INC
(937) 426-76401349 Fairground Road
Xenia, OH 45385
SEC#: 801-12359
Years in Business: 45 years
JAMES CAPITAL ALLIANCE INC
(937) 429-73841349 Fairground Road
Xenia, OH 45385
SEC#: 801-42655
Years in Business: 29 years
DUNCAN FINANCIAL GROUP LLC
(937) 372-7646114 S Detroit St
Xenia, OH 45385
SEC#: 801-119284
Years in Business: 1 years
DUNCAN FINANCIAL GROUP LLC
(937) 372-7646114 S Detroit St
Xenia, OH 45385
SEC#: 801-119284
Years in Business: 1 years
Xenia, OH Financial Advisor FAQs
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