The Best Financial Advisors in Cincinnati

Here is our List of the 10 Cincinnati Financial Advisor
1TaxFinancial

Mission Statement
YOUR MONEY, YOUR VALUES, YOUR SANITY!
It’s about you. How can 1TaxFinancial help you to lead your best, happiest and most productive life?

Ensure your financial life reflects your values. We listen carefully to what you want and focus on finding ways to make that possible. Reduce your stress, save time & worry. Have financial professionals who know you available year-round.

Our loyalty is to you.
As planners and investment advisors, we subscribe to a Fiduciary Oath. 1TaxFinancial is an Ohio Registered Investment Advisor and all services are provided on a FEE ONLY basis. We sell no products, do not collect commissions, and have no incentives other than your success.

Gain knowledge about your current and future situation. From Financial Counseling & Planning Tools to resources to help you get organized, it’s all here. It’s about you. How can 1TaxFinancial help you to lead your best, happiest and most productive life?

Ensure your financial life reflects your values. We listen carefully to what you want and focus on finding ways to make that possible. Reduce your stress, save time & worry. Have financial professionals who know you available year-round.

As planners and investment advisors, we subscribe to a Fiduciary Oath. 1TaxFinancial is an Ohio Registered Investment Advisor and all services are provided on a FEE ONLY basis. We sell no products, do not collect commissions, and have no incentives other than your success.

5931 Beacraft Avenue Cincinnati, OH 45213
Bahl & Gaynor Investment Counsel

Bahl & Gaynor exists as a trusted investment partner helping clients apply a time-tested philosophy of long-term dividend growth stock ownership to achieve their goals.

Through our mission of growing income through dividends, Bahl & Gaynor endeavors to protect and grow our clients’ hard-earned wealth and help fulfill their goals.

Our process for managing client assets focuses on elements we are able to control – dividend growth dynamics, risk profile, quality – with the belief that managing these controllable variables should yield a favorable outcome for clients regarding elements we are unable to control – capital appreciation, business cycle, emotion.

Bahl & Gaynor’s competitive advantage is its people. We are a dedicated, tenured team with an unwavering commitment to prudently maintain and grow our clients’ income.

Through our mission of growing income through dividends, Bahl & Gaynor endeavors to protect and grow our clients’ hard-earned wealth and help fulfill their life goals.

Services

  • INDIVIDUAL ATTENTION
    Since Bahl & Gaynor’s 1990 inception, our singular goal has been to work hand-in-hand with clients to meet their investment needs.
  • INSTITUTIONS
    We consider ourselves a partner in our clients’ missions and are proud to have served many of our institutional clients since our 1990 inception.
  • FINANCIAL ADVISORS
    In addition to Bahl & Gaynor’s extensive institutional experience, we have established relationships with various financial institutions to offer selected strategies in separately managed account, mutual fund and unit investment trust formats.
255 East Fifth Street Suite 2700 Cincinnati
Bartlett Wealth Management

We help you transform life’s transitions into possibilities. Our team of wealth management experts will partner with you to chart the best path forward.

Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable. At Bartlett, we’re here to help you transform life’s big transitions into possibilities.

Our team of wealth management experts will partner with you to chart the best path forward to your financial future. At Bartlett, you’re not just any client. We believe you’re someone special. And you’ll feel it throughout your relationship with us.

We start by bringing you your personal team of accomplished financial experts – investment advisors and a client relationship associate plus a behind-the-scenes group of research analysts and support staff.

Services

  • Financial Planning
    While financial planning can be a component of our investment management services, as needed, it is also provided as an independent service.
  • Investment Management
    With seemingly endless banks and advisory firms to choose from, our clients entrust their investment management and wealth management to Bartlett, based in Cincinnati.
  • Wealth Management
    Bartlett’s team of wealth management specialists can create and execute a wealth management strategy designed just for you.

 

600 Vine Street, Suite 2100 Cincinnati, OH 45202
Berno Financial Management

At Berno Financial Management, Inc., we help families and individuals make the most of their money. Founded by Bruce J. Berno in 1993 in greater Cincinnati, Ohio, we are an independent, fee-only financial planner committed to putting your best interests first.

Our mission is to assist you in achieving financial peace of mind so you can spend more time doing what you enjoy. Our personal wealth management services are founded on your goals and tailored to your needs.

Our specialties include retirement planning, investment advisory services, cash flow management, and estate planning—but no matter what your needs are, we are committed to our fiduciary obligation to always put your interests ahead of our own.

Services

  • Personal Wealth Management
    We offer ongoing wealth management services for families and individuals who want to be financially secure, successful, and responsible.
  • Financial Planning Consultations
    We offer a comprehensive financial plan with limited advice for clients who do not yet qualify for ongoing wealth management.
  • Investment Management
    The research by Nobel Prize-winning economist Eugene Fama of Dimensional Fund Advisors is fundamental to both our investment philosophy and strategy.

 

7454 Jager Ct., Cincinnati, OH 45230
Brilliant Advice

We listen to what is most important to you and your family. We want to truly understand your plans for your money and your future. We carefully review your financial situation. We work with you to develop a clear plan that will simplify your financial life and take you where you want to go.

We manage your portfolio to achieve the results you need by using the best of both traditional and innovative investments. With a new found control over your financial life you may find you worry less, sleep better and discover exciting new ways to live your life!

We work as a team. We are accessible to our clients. You will have our cell phone numbers and you will find that we answer our calls and return our messages. Working together with your other trusted advisors, we seek to provide unbiased advice to help you achieve your long-term objectives. We work to reduce complexity and help you tune out “the noise” in the financial markets.

We make investments globally because it increases the opportunities we have to find attractive offerings. We prefer to use low-cost mutual funds, exchange-traded funds (“ETFs”) and other publicly available diversified investment vehicles.

We are also capable of managing portfolios of individual securities, particularly existing portfolios which may contain appreciated positions. We invest your various individual accounts toward a coordinated overall goal.

8044 Montgomery Road Suite 260 Cincinnati, OH 45236
Clear Perspectives Financial Planning, LLC

We are fiduciaries and Certified Financial Planner™ professionals. The CFP® certification includes background checks and an all-day exam. As fiduciaries, we are committed to place the interests of our clients ahead of our own. That’s how we designed our business, and we wouldn’t have it any other way.

Our advisors bring a wealth of experience from other fields, including corporate finance, nonprofits, marketing, and engineering. Each of us does this work because we enjoy helping people.

Our goal in your initial consultation is to answer your burning questions and recommend some actions you can take to improve your financial future, regardless of whether you choose to join us. This will not include a written plan.

We like to look at objective independent studies of long-term investment market results, not headlines or what’s in fashion. We will often share recent studies or data with our clients, and welcome the flow of information both ways!

Services

  • Comprehensive financial planning
    You plan for a lot more than just your investments, and so do we. We can help guide you through any financial decision, not just retirement accounts.
  • P&G Employees
    As former Procter & Gamble employees ourselves, our goal is to help you maximize your benefits now and when you leave the company.
  • GE Employees & Retirees
    We’re experienced in guiding General Electric (GE) employees through the retirement process.

 

9545 Kenwood Road Suite 200 Cincinnati
Coastal Advisory Group

The Coastal Advisory Group delivers highly personal wealth management customized to your risk and goals. We’re successful because we take time to understand who you are, how you want to live today, and the legacy you want to leave tomorrow.

The Coastal Advisory Group delivers highly personal wealth management customized to your risk and goals. We’re successful because we take time to understand who you are, how you want to live today, and the legacy you want to leave tomorrow.

Services

  • Multiple Generational Wealth Strategies that strive to create the legacy you want to leave, provide tax advantages now and in the future, and protects your heirs.
  • Team-based Estate Planning that helps you define all of your objectives prior to meeting with an attorney. We then work with you and your attorney, CPA and other advisors to try to accomplish your goals.
  • Business and Tax Planning to help you gain tax advantages for both you and your business.
  • Business Succession and Protection Planning that allows you to rest easier. We work to help you try to ensure that your company’s future leadership role is in place according to your wishes and that the most sophisticated strategies can be employed to sell your business and reduce capital gains.
  • College Planning that goes beyond financial planning to include tax advantages for you. We help you select the school where the student you are sponsoring may have the greatest chance of success, and help you plan the financial help that will be needed.
312 Walnut Street, Suite 1600 Cincinnati, OH 45202
Conservative Financial Solutions, LLC

At Conservative Financial Solutions, we believe everyone should be able to live the retirement they’ve always wanted.

Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial goals and concerns. As fiduciaries, we always put your best interest first.

Our proprietary CFS Roadmap process is designed to help our clients achieve simplicity and confidence leading up to and during their retirement years.

It is focused on 5 key areas of your financial life: income planning, investment planning, tax planning, health care planning and legacy planning.

Discover
Schedule a visit to sit down with us and discover what your ideal retirement looks like.

Evaluate
Using our CFS Roadmap process, we’ll examine your current financial situation and determine your retirement needs.

Plan
Receive a custom strategy designed to help you reach your unique retirement goals.

Services

  • Retirement Income Strategies
  • Wealth Management
  • Annuities
  • Investments
  • IRA/401(k) Rollovers
  • Asset Protection Strategies
  • Life Insurance
  • Tax-Efficient Strategies
  • Long-Term Care Strategies
  • IRA Legacy Planning
10403 Harrison Avenue, Suite 100 Harrison, OH 45030
Constellation Wealth Advisors

We will be purposeful in everything that we do and earn a reputation for integrity, We will exceed the expectations of anyone who engages with us, and We will make a lasting impression on our clients, partners, community, teammates, and families.

Our approach to wealth management delivers clarity for all client types – from individuals building wealth to high net worth families – through the utilization of a strategic management framework & repeatable processes which address the entire balance sheet, not just an investment account.

For families of great wealth who are asking themselves “what am I missing?”, our approach is rooted in the robust platform designed and created at Quadrant Family Wealth Advisors. In short, we deliver multi-family office expertise deeper into the marketplace.

For clients with emerging wealth who are asking themselves “do I have enough?”, our planning capabilities can help you get there, whether your goals are to accumulate enough assets to retire comfortably, or provide a legacy.

For individuals and families who are still building wealth and need planning services above all else, our Beacon Wealth Planning program provides a way for families to attain quality advice without traditional investment management services.

 

255 E. Fifth Street, Suite 3000 Cincinnati, OH 45202
Freeman Heyne Financial Advisors

We are delighted you have chosen to visit and explore one of the Midwest’s premier financial services organizations. With office locations in Blue Ash, Ohio and Strongsville, Ohio and servicing clients in over 20 states, we are built to handle all of your financial planning needs.

At Freeman Heyne Toma, we take great pride in building client relationships that extend well beyond the financial side of our work, all while helping our clients achieve their financial goals.

Our team of Financial Advisors have years of experience in financial services and can help you address your needs of today and for many years to come. We look forward to helping you design a financial plan that fits you now and is flexible as your situation changes over time.

Having a wide variety of quality investment options to choose from is vital in personalizing a financial plan to align with your goals and objectives. We offer the following investment products and services to meet our clients financial needs.

Services

  • 529 College Savings Plans
  • Alternative Investments
  • Bonds / Fixed Income
  • Business Development Companies (BDCs)
  • Equity Linked CDs
  • FDIC Insured CDs
  • Fee-Based Asset Management
  • Fixed Annuities
  • Unindexed Annuities
  • Full Brokerage Capacity
  • Mutual Funds
  • Real Estate Investment Trusts (REITs)
  • Rollover IRA
  • Roth IRA
  • Savings Accounts
  • Stocks / Equities
10250 Alliance Road Suite 125 Cincinnati, OH 45242

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria