Best Financial Advisors near Cambridge, OH
There are no firms listed in Cambridge itself yet; the 24 below are the closest options, from towns including Marietta (5, 42 mi), Newark (5, 44 mi) and New Philadelphia (3, 33 mi).
1 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Saylor Wealth Strategies
H Dewey Thompson Financial Service
Rea & Associates CPA Firm
Willoughby & Company
Gebhardt Financial Group
The 24 firms listed for Cambridge, OH provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Cambridge, OH
14 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 589 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), financial planning (2), investment planning (2), our associates (2) and our firm (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 16 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Cambridge take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Investment Partners
The Cavalena Team at Raymond James
Plaza Tax Advisors
- Stress
- Season
- Questions
Retirement Specialists of Central Ohio
- Questions
- Strategy
Van Winkle Wealth Management Group
Hall Financial Advisors
- Management
Forward Thinking Wealth Management
- Financial Adviser
- Questions
Gregory Gentry & Associates
Pleasant Wealth
Wilson Shannon & Snow
Retirement Blueprints
Josh Schmalz
River Cities Financial Services
Durham Financial Services
John C Miller, CFP
Dave Schlabach Financial Services
The Affinity Group
- Individual
- Understand
- Team