Find a Financial Advisor in Xenia, OH

 

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We did the hard work of finding trustworthy partners 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 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 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

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: 45 years

JAMES CAPITAL ALLIANCE INC

Website

(937) 429-7384

1349 Fairground Road

Xenia, OH 45385

SEC#: 801-42655
Years in Business: 29 years

DUNCAN FINANCIAL GROUP LLC

Website

(937) 372-7646

114 S Detroit St

Xenia, OH 45385

SEC#: 801-119284
Years in Business: 1 years

DUNCAN FINANCIAL GROUP LLC

Website

(937) 372-7646

114 S Detroit St

Xenia, OH 45385

SEC#: 801-119284
Years in Business: 1 years

 


Xenia, OH Financial Advisor FAQs

What is your investment philosophy? What are your qualifications? How long have you been in the field of finance/investing?
It depends on what your financial advisor does for you. There are many different types of fees that may be involved in the service rendered by a financial advisor.
A good place to start is by visiting your bank. More often than not, banks employ or are somehow connected to financial advisors.
Definitely! Without a professional's opinions and guidance, there could be missed opportunities for investing money wisely.