Best Financial Advisors near Cambridge, OH

There are no firms listed in Cambridge itself yet; the 10 below are the closest options, from towns including Coshocton (2, 23 mi), New Philadelphia (2, 32 mi) and Dover (2, 35 mi).

Data verified October 16, 2026

Stephen Matson/Alpha Financial Planning

Stephen Matson/Alpha Financial Planning

5.0 20 reviews
“The nice thing about working with Matson Retirement Planning is that all consultations are free.”
Since 2010
Zanesville, OH · 23 mi from Cambridge
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Saylor Wealth Strategies

Saylor Wealth Strategies

5.0 1 review
“She was more than prepared at our initial meeting and answered all my questions with ease.”
Free consultationSince 2016
Coshocton, OH · 23 mi from Cambridge
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H Dewey Thompson Financial Service

H Dewey Thompson Financial Service

5.0 2 reviews
“I thought this process would be overwhelming and scary, but he took the time to talk with me about what would work best for me and helped me every step of the way!”
Since 2006
Coshocton, OH · 23 mi from Cambridge
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Rea & Associates CPA Firm

Rea & Associates CPA Firm

4.4 31 reviews
“Very knowledgeable, efficient, and genuinely caring group of people who stay focused and work together well...”
Since 1996
New Philadelphia, OH · 32 mi from Cambridge
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Willoughby & Company

Willoughby & Company

4.0 2 reviews
“Willoughby has been doing our business and personal accoounting for 4 years now.”
Since 2002FinancingPrices online
New Philadelphia, OH · 32 mi from Cambridge
i
Gebhardt Financial Group

Gebhardt Financial Group

Since 2019
Dover, OH · 35 mi from Cambridge
i

The 10 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

8 of the 10 firms on this page have a rating, from 4.0 to 5.0 across 97 reviews; 1 has 50 or more reviews and 6 are rated 4.5 or higher. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 9 of the firms on this page; 9 publish a contact page; 7 list a public email and 2 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?

2 of the 10 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.

The Cavalena Team at Raymond James

The Cavalena Team at Raymond James

Since 2002
Dover, OH · 35 mi from Cambridge
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Dave Schlabach Financial Services

Dave Schlabach Financial Services

5.0 1 review
“Knows his stuff and works hard for his clients!”
Since 2012
Millersburg, OH · 38 mi from Cambridge
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Durham Financial Services

Durham Financial Services

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

John C Miller, CFP

Since 2009
Marietta, OH · 42 mi from Cambridge
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Why these companies made our list

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