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

Matson Retirement Planning

Matson Retirement Planning

(14)
“I have been in several meetings with different retirement planning companies over the years in my home town and where I live now, and the services provided by Matson's services are definitely top notch, and among the best in the business.”
In Business Since 2010
Zanesville, OH · 23 mi from Cambridge
i
Saylor Wealth Strategies

Saylor Wealth Strategies

In Business Since 2016
Free Initial Consultation
Coshocton, OH · 23 mi from Cambridge
i
H Dewey Thompson Financial Service

H Dewey Thompson Financial Service

In Business Since 2006
Coshocton, OH · 23 mi from Cambridge
i
Rea & Associates CPA Firm

Rea & Associates CPA Firm

(27)
“Whether it's a quick phone call to provide some guidance, or a scheduled meeting to review all of the details of our financials and business plan, they're always there…and always more than happy to assist.”
In Business Since 1996
New Philadelphia, OH · 33 mi from Cambridge
i
Willoughby & Company

Willoughby & Company

(2)
“He goes beyond crunching numbers and provides financial insight into our day to day operations, costs, etc.”
In Business Since 2002
Transparent Fees & Pricing
Offers Financing Options
New Philadelphia, OH · 33 mi from Cambridge
i
Gebhardt Financial Group

Gebhardt Financial Group

In Business Since 2019
Dover, OH · 35 mi from Cambridge
i

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

Investment Partners

In Business Since 1998
New Philadelphia, OH · 33 mi from Cambridge
i
The Cavalena Team at Raymond James

The Cavalena Team at Raymond James

In Business Since 2002
Dover, OH · 35 mi from Cambridge
i
Plaza Tax Advisors

Plaza Tax Advisors

(50)
  • Stress
  • Season
  • Questions
“~ If you are looking for a professional tax preparer with the knowledge and experience to assure a maximum refund, then Plaza Tax should be your first choice.”
In Business Since 1993
Coupons & Offers
BBB Rating: A+
Transparent Fees & Pricing
Newark, OH · 44 mi from Cambridge
i
Retirement Specialists of Central Ohio

Retirement Specialists of Central Ohio

(11)
  • Questions
  • Strategy
“Very knowledgeable.”
In Business Since 2011
Newark, OH · 44 mi from Cambridge
i
Van Winkle Wealth Management Group

Van Winkle Wealth Management Group

In Business Since 2006
BBB Rating: A+
Accepts All Major Credit Cards
Newark, OH · 44 mi from Cambridge
i
Hall Financial Advisors

Hall Financial Advisors

(3)
  • Management
“Professional, talented, and results-proven financial management and investment services.”
In Business Since 2020
Marietta, OH · 42 mi from Cambridge
i
Forward Thinking Wealth Management

Forward Thinking Wealth Management

(8)
  • Financial Adviser
  • Questions
“Dan Johnson is knowledgeable ,very conscientious and really makes the effort to understand my financial concerns.”
In Business Since 2015
48 mi from Cambridge
i
Gregory Gentry & Associates

Gregory Gentry & Associates

(1)
“Very awesome people”
In Business Since 2006
Marietta, OH · 42 mi from Cambridge
i
Pleasant Wealth

Pleasant Wealth

In Business Since 2009
Licensed
Mt Hope, OH · 43 mi from Cambridge
i
Wilson Shannon & Snow

Wilson Shannon & Snow

In Business Since 1959
Free Initial Consultation
Accepts All Major Credit Cards
Transparent Fees & Pricing
Newark, OH · 44 mi from Cambridge
i
Retirement Blueprints

Retirement Blueprints

In Business Since 2017
Newark, OH · 44 mi from Cambridge
i
Josh Schmalz

Josh Schmalz

In Business Since 1995
Transparent Fees & Pricing
Offers Financing Options
St Clairsville, OH · 36 mi from Cambridge
i
River Cities Financial Services

River Cities Financial Services

In Business Since 2023
Marietta, OH · 42 mi from Cambridge
i
Durham Financial Services

Durham Financial Services

Marietta, OH · 42 mi from Cambridge
i
John C Miller, CFP

John C Miller, CFP

In Business Since 2009
Marietta, OH · 42 mi from Cambridge
i
Dave Schlabach Financial Services

Dave Schlabach Financial Services

In Business Since 2012
Millersburg, OH · 38 mi from Cambridge
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The Affinity Group

The Affinity Group

(50)
  • Individual
  • Understand
  • Team
“Their expertise in planning as well as their friendly, sound advisement and support in all matters financial have been extremely helpful and reassuring as we start our new journey.”
In Business Since 2011
Canton, OH · 55 mi from Cambridge
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Seaman Retirement Planning

Seaman Retirement Planning

(2)
“Trustworthy, kind, patient, knowledgeable, extremely helpful with financial planning without being pushy in the least bit.”
In Business Since 1999
BBB Rating: A+
Accepts All Major Credit Cards
Canton, OH · 55 mi from Cambridge
i

Retirement Planning and Investment Management Services in Cambridge, OH Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 339 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 339 cost profiles.

Why these companies made our list

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