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Ohio Financial Planners

Blake N. Rawson, CFP®
Stratos Wealth Partners, Ltd
89 First Street, Suite 212
Hudson, OH 44236-5390
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(234) 200-5462

2835 Valley Rd
Cuyahoga Falls, OH 44223-1262
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(234) 200-5462

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: French, English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Divorce Issues, Education Planning
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Paige Riegel Henry, CFP®
Riegel & Associates, LLC
313 E Stroop Rd
Dayton, OH 45429-2847
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(937) 293-1040

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

Specialties: Accounting, Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning
[divider]
Phillip M. Edwards, CFP®
Phillip Edwards Financial Plan
1 Monument Sq Ste 202
Urbana, OH 43078-9919
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(937) 652-3385

Compensation Method: Commission and Fee
Minimum Investable Assets: $400,000
Languages: English

Specialties: Accounting, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
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Janice M Cackowski, CFP®
Chapman and Chapman
2307 E Aurora Rd Ste B-13
Twinsburg, OH 44087-1958
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(440) 287-7597

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: English

Specialties: Comprehensive Financial Planning, Divorce Issues, Retirement Income Management, Retirement Planning
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Benjamin L Hoeger, CFP®
Robert W. Baird
10 W. Broad St
Suite 2500
Columbus, OH 43215-3484
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(614) 629-6932

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
[divider]
Tyler V. Cook, CFP®
John E. Sestina and Company
1161 Bethel Rd Ste 201
Columbus, OH 43220-2773
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(614) 326-3077

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
[divider]
Gene B. Peters, CFP®
Amerprise Financial
5770 Gateway Blvd
Suite 104
Mason, OH 45040-1897
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(513) 885-1110

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

Specialties: Comprehensive Financial Planning, Divorce Issues, Education Planning, Intergenerational Planning, Investment Management, Long-Term Care, Retirement Income Management
[divider]
Robert E. Lampe, CFP®
Raymond James & Associates, Inc.
10050 Innovation Dr Ste 160
Miamisburg, OH 45342-4932
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(937) 401-1908

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: German, English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
[divider]
Bruce A. Jentner, CFP®
Jentner Wealth Management
302 N Cleveland Massillon Rd
Akron, OH 44333-9303
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(330) 668-1000

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning
[divider]
Isaac David Demarest, CFP®
Edward Jones Investments
4400 Heatherdowns Blvd Ste 11B
Toledo, OH 43614-3158
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(419) 382-9210

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
[divider]
Shawn J. McCormick, CFP®
Financial Resource Center, LLC
23201 Lorain Rd
North Olmsted, OH 44070-1623
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(440) 777-0077

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

Specialties: Accounting, Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
[divider]
C. Michael Johnson, CFP®
Wealth Planning Corporation
3801 Sharon Park Ln
Ste 125
Cincinnati, OH 45241-4170
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(513) 733-1750

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

Specialties: Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning, Investment Management, Tax Planning
[divider]
Brian T. Sutliff, CFP®
Summit Financial Strategies, I
7965 N High St Ste 350
Columbus, OH 43235-8446
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(614) 885-1115

Compensation Method: Fee Only
Minimum Investable Assets: $300,000
Languages: English

Specialties: Comprehensive Financial Planning, Divorce Issues, Investment Planning, Life Transitions
[divider]
Craig Mullenbrock, CFP®
Ameriprise Financial Services Inc.
PO Box 312
Piqua, OH 45356-2202
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(937) 773-8500

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Comprehensive Financial Planning, Divorce Issues, Elder Care, Government and Military, Intergenerational Planning, Investment Management, Life Planning
[divider]
J. Bryan Redmond, CFP®
Ameriprise Financial Services, Inc.
8886 E Market St
Warren, OH 44484-2350
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(330) 856-7069

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
[divider]
James C Happ, CFP®
Merrill Lynch
3292 Levis Commons Blvd.
Preston Building
Perrysburg, OH 43551-7144
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(419) 891-2084

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Elder Care
[divider]
Stephen Anthony Rogers, CFP®
JC Wealth Management Group, LLC
4010 Main St
Hilliard, OH 43026-1423
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(614) 876-6993

4010 Main St
Hilliard, OH 43026-1423
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(614) 876-6993

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Planning
[divider]
Jeffrey T. Deeter, CFP®
Sutton Bank
863 N Lexington Springmill Rd
Ontario, OH 44906-1156
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(740) 262-9986

1025 Burgundy Dr
Marion, OH 43302-6622
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(740) 262-9986

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Retirement Planning, Wealth Management
[divider]
Robin A. Freeman, CFP®
Partners In Planning, LLC
11427 Reed Hartman Hwy Ste 137
Cincinnati, OH 45241-2418
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(513) 618-6450

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management, Investment Planning
[divider]
Adam D Koos, CFP®
Libertas Wealth Management Group, Inc.
6065 Frantz Rd Ste 106
Dublin, OH 43017-3371
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(614) 543-1350

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

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