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24 firms listed · 22 in Cincinnati · 2 open weekends · 21 rated 4.5+
Data verified October 21, 2026
The 24 firms listed for Cincinnati, 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.
Of the 24 firms we list here, 22 are in Cincinnati itself and 2 come from West Chester Township (14 mi). 21 of the firms on this page have a rating, from 4.7 to 5.0 across 314 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (91%) and quality (74%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (6), investment management (4), tax planning (3), business owners (2) and business planning (2). 1 lists staff certifications (CFP) and 14 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 57 years. 2 offer payment plans; 2 offer a free initial consultation and 3 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 18 list a public email and 6 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.
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
