Wealth Management in Xenia, OH

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List of Firms

Xenia, OH Wealth Management Firms

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
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
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
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
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
James Investment Research Inc
SEC File# 801-12359
CRD# 110433
Location 1349 Fairground Rd, Xenia, OH 45385, USA
Phone (937) 426-7640
Spicer Wealth Management
Location 2655 Commons Blvd Ste 110, Beavercreek, OH 45431, USA
Phone (937) 426-3836
Carillon Advisors
SEC File# 801-120354
CRD# 312498

5 out of 5

Location 75 Harbert Dr, Beavercreek, OH 45440, USA
Phone (937) 203-3460
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
Edward Jones - Financial Advisor: Brandon L High
Location 2430 Dayton Xenia Rd, Beavercreek, OH 45434, USA
Phone (937) 429-2259
Terry Bissonett - Morgan Stanley
Location 4380 Buckeye Ln Suite 200, Beavercreek, OH 45440, USA
Phone (937) 431-7812
Wray Wealth Management - Raymond James

5 out of 5

Location 1700 Lyons Rd, Dayton, OH 45458, USA
Phone (937) 999-5292
Alban Investment Management LLC
Location 2299 Vale Dr, Dayton, OH 45420, USA
Phone (937) 294-0988
McGillivary & Ippisch Wealth Advisors

5 out of 5

Location 2299 Miamisburg Centerville Rd, Dayton, OH 45459, USA
Phone (937) 280-4977
James Advantage Funds
Location 1349 Fairground Rd, Xenia, OH 45385, USA
Phone (937) 426-7640
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About Xenia, OH

Xenia, OH is a city located in Greene County. The city has a population of over 25,000 people and is the county seat. Some of the city's landmarks include Xenia Station, the Greene County Courthouse, and the Xenia Community Park. The top employers in Xenia are Greene County, Wright-Patterson Air Force Base, and CareSource. Major highways and streets in Xenia include US 35 and State Route 35. Some of the neighborhoods in Xenia include Shawnee Hills, Walnut Hills, and Sycamore Square.

Where Wealth Management Advisors in Xenia, OH Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Xenia, OH provide a variety of services to their customers. Most banks offer checking and savings accounts, as well as loans and mortgages. Banks also offer a variety of other services, such as online banking, bill pay, and mobile banking. Some banks also have ATMs located in several different places around town.

Retirement Planning

If you're nearing retirement age and are looking for some sound advice, you'll want to check out the options for retirement planning in Xenia, OH. There are a variety of different strategies that can help you make the most of your golden years, and it's important to consult with an expert who can help you find the best plan for your unique situation. Whether you're looking for a traditional IRA or something more creative, there's sure to be a solution that fits your needs. Reach out to a retirement planner today to get started.

Tax Services

A tax accountant in Xenia, OH helps businesses and individuals file their taxes. They help ensure that individuals and businesses pay the correct amount of taxes, and they may also offer guidance on how to reduce taxes. Speak to a local tax accountant today to learn more about the services available to you.

Financial Advisor

A financial advisor in Xenia, OH, helps people save money and plan for the future. They offer guidance on investments, retirement planning, and insurance. They work with clients to create a financial plan that meets their needs and suits their budget.

Insurance Broker

An insurance broker in Xenia, OH helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

A mortgage loan officer in Xenia, OH helps people buy homes. They work with banks and other lenders to help people get mortgages. They help people find the best mortgage for them, and work with them to get the paperwork done. They also help people if they have problems making their mortgage payments.

Estate Planning Lawyer

An estate planning lawyer in Xenia, OH helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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