Wealth Management in Xenia, OH

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List of Firms

Xenia, OH Wealth Management Firms

Stephan and Associates
SEC File# 801-60468
CRD# 113908
5 out of 5
Location 354 N Detroit St, Xenia, OH 45385, USA
Phone (937) 374-2002
Language https://www.stephanwealth.com/
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Ryan Beach, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1202 N Monroe Dr, Xenia, OH 45385, USA
Phone (937) 372-9647
Language https://www.edwardjones.com/us-en/financial-advisor/ryan-beach
Time Monday: 8:00 AM – 5:30 PM Tuesday: 8:00 AM – 5:30 PM Wednesday: 8:00 AM – 5:30 PM Thursday: 8:00 AM – 5:30 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Wray Wealth Management - Raymond James
5 out of 5
Location 1700 Lyons Rd, Dayton, OH 45458, USA
Phone (937) 999-5292
Language https://www.raymondjames.com/wraywealthmanagement/
Directions
Edward Jones - Financial Advisor: Martin L Bartik, AAMS™
SEC File# 801-3297
CRD# 250
Location 561 W 2nd St, Xenia, OH 45385, USA
Phone (937) 372-5656
Language https://www.edwardjones.com/us-en/financial-advisor/martin-bartik
Directions
Spicer Wealth Management
Location 2655 Commons Blvd Ste 110, Beavercreek, OH 45431, USA
Phone (937) 426-3836
Language http://spicerwealth.com/
Directions
McGillivary & Ippisch Wealth Advisors
5 out of 5
Location 2299 Miamisburg Centerville Rd, Dayton, OH 45459, USA
Phone (937) 280-4977
Language http://www.mi-wealthadvisor.com/
Directions
James Advantage Funds
Location 1349 Fairground Rd, Xenia, OH 45385, USA
Phone (937) 426-7640
Language https://www.jamesinvestment.com/
Directions
James Investment Research Inc
SEC File# 801-12359
CRD# 110433
Location 1349 Fairground Rd, Xenia, OH 45385, USA
Phone (937) 426-7640
Language http://www.jir-inc.com/
Directions
Carillon Advisors
SEC File# 801-120354
CRD# 312498
5 out of 5
Location 75 Harbert Dr, Beavercreek, OH 45440, USA
Phone (937) 203-3460
Language http://www.carillonadvisors.com/
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Brandon L High
Location 2430 Dayton Xenia Rd, Beavercreek, OH 45434, USA
Phone (937) 429-2259
Language https://www.edwardjones.com/us-en/financial-advisor/brandon-high
Directions
Terry Bissonett - Morgan Stanley
Location 4380 Buckeye Ln Suite 200, Beavercreek, OH 45440, USA
Phone (937) 431-7812
Language https://advisor.morganstanley.com/terry.bissonett?y_source=1_MTEwODgwNDQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Alban Investment Management LLC
Location 2299 Vale Dr, Dayton, OH 45420, USA
Phone (937) 294-0988
Language http://www.alban-invest.com/
Directions
Wealth Management in Xenia, OH

Where Wealth Management Advisors in Xenia, OH Serve

Xenia, OH is a vibrant city located in southwestern Ohio. It is home to several notable landmarks such as the Greene County Courthouse, the Xenia Station Railroad Museum, and the National Afro-American Museum and Cultural Center. The city is also known for its rich history, which can be explored at the Xenia Area Historical Society and Museum. Xenia is home to a diverse range of top employers, including the Greene Memorial Hospital, Wright-Patterson Air Force Base, and the Xenia Community Schools. These organizations provide a wide range of employment opportunities for residents of the city. The city is easily accessible via major highways such as I-71, I-75, and I-675, making it a convenient location for both residents and visitors. Additionally, many major streets in the city, such as Main Street and Detroit Street, are lined with shops, restaurants, and other businesses. Xenia is divided into several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Xenia, OH can benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, mortgages, and credit cards. Banks can also provide investment advice and retirement planning services to help residents prepare for their future. Additionally, banks can assist small businesses in the area with business loans and other financial services to help them grow and succeed. In Xenia, OH specifically, banks can provide relief and support to residents affected by natural disasters such as tornadoes, which are unfortunately common in the area. Banks can offer disaster relief loans, waive fees, and provide financial assistance to help residents rebuild and recover.

Insurance Broker

Residents of Xenia, OH can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their needs. This is particularly important in Xenia, OH, a city that is prone to severe weather conditions such as tornadoes, floods, and hailstorms. An insurance broker can help residents understand their risks and ensure that they have adequate coverage for any potential damage to their property. Additionally, an insurance broker can help residents save money by comparing policies from multiple providers and negotiating better rates. This is especially important in Xenia, OH, where the cost of living is higher than the national average. Overall, an insurance broker can provide invaluable assistance to residents of Xenia, OH, helping them protect their assets and achieve financial security.

Retirement Planning

Residents of Xenia, OH can greatly benefit from the services of a retirement planner. A retirement planner can help them plan for their future by creating a comprehensive plan that takes into account their current financial situation, retirement goals, and lifestyle. This can include creating a budget, setting up retirement accounts, and developing a long-term investment strategy. In particular, residents of Xenia, OH may benefit from the expertise of a retirement planner in navigating the local economy. Xenia, OH is a small town with a diverse economy that includes manufacturing, healthcare, and agriculture. A retirement planner can help residents understand the local job market and identify opportunities for investment in local businesses. They can also help residents navigate the complex tax laws and regulations that apply to retirement planning in Xenia, OH. Overall, a retirement planner can provide residents of Xenia, OH with the guidance and support they need to achieve their retirement goals and live a comfortable and secure life.

Financial Advisor

Residents of Xenia, OH can greatly benefit from the services of a financial advisor in a variety of ways. One specific area where a financial advisor can be particularly helpful is in navigating the unique financial challenges faced by residents of this small city. Xenia is located in Greene County, which has a poverty rate of 13.5%, slightly higher than the state average. Additionally, the city has a median household income of $44,118, which is lower than both the state and national averages. A financial advisor can help residents of Xenia develop a budget that takes into account their specific financial circumstances, as well as identify ways to save money and invest for the future. They can also provide guidance on managing debt and improving credit scores, which can be especially important for residents who may be struggling financially. Overall, a financial advisor can provide valuable support and guidance to help residents of Xenia achieve their financial goals and improve their financial well-being.

Mortgage Loan Officer

Residents of Xenia, OH could greatly benefit from the services of a mortgage loan officer. With the city's population steadily increasing over the past decade, many residents are looking to purchase their own homes. However, navigating the complex world of mortgages can be overwhelming, especially for first-time homebuyers. A mortgage loan officer can assist residents in finding the best mortgage rates and terms, as well as helping them understand the application process and any potential roadblocks. Additionally, Xenia is known for its unique mix of historic and modern architecture, which can sometimes complicate the home buying process. A knowledgeable mortgage loan officer can help residents navigate the specific requirements and regulations that come with purchasing a historic home in Xenia. Ultimately, a mortgage loan officer can make the dream of homeownership in Xenia a reality for many residents.

Tax Services

Residents of Xenia, OH can benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor can provide assistance is with property tax assessments. Xenia, OH is located in Greene County, which has a complex property tax system that can be confusing for residents. A tax advisor can help residents navigate this system and ensure that their property is assessed fairly and accurately. Additionally, a tax advisor can help residents with tax planning and preparation, ensuring that they are taking advantage of all available deductions and credits. With their expertise in tax law and regulations, a tax advisor can provide valuable advice and guidance to residents of Xenia, OH, helping them to maximize their tax savings and minimize their tax liability.

Estate Planning Lawyer

Residents of Xenia, OH can benefit from the services of an estate planning lawyer in various ways. One of the most common ways that a lawyer can help is by creating a will that outlines how a person's assets will be distributed after their death. This is particularly important in Xenia, OH, as the city has a high population of retirees who may have accumulated significant assets over the years. Additionally, an estate planning lawyer can assist with setting up trusts, which can help minimize taxes and protect assets from creditors. They can also help with Medicaid planning, which is crucial for those who may require long-term care in the future. Overall, an estate planning lawyer can provide peace of mind to residents of Xenia, OH, knowing that their assets and loved ones will be taken care of according to their wishes.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Xenia, OH can provide a wide range of wealth management services to their clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. With their expertise in financial markets and investment strategies, wealth managers in Xenia, OH can help their clients navigate the complexities of the financial world and make informed decisions about their wealth. One specific feature of Xenia, OH that makes it an attractive location for wealth management services is its proximity to Dayton, OH, which is home to a number of major corporations and financial institutions. This provides wealth managers in Xenia, OH with access to a vast network of resources and expertise that they can leverage to help their clients achieve their financial goals. Additionally, Xenia, OH is known for its strong sense of community and commitment to economic development, which creates a supportive and collaborative environment for wealth managers and their clients alike.

Nestled in the heart of Greene County, Ohio, lies the charming city of Xenia. Known for its rich history and vibrant community, this small town is also home to some of the best wealth managers in the state. With its close-knit community and personalized approach to financial planning, Xenia offers a unique advantage for those seeking a trusted advisor to manage their wealth. The town's thriving business district and diverse economy provide ample opportunities for investment, while its strong sense of community ensures that clients receive personalized attention and care. From retirement planning to estate management, Xenia's wealth managers are equipped with the knowledge and experience to help clients achieve their financial goals. So if you're looking for a wealth manager who truly understands your needs and values, look no further than Xenia, Ohio.