Carson Wealth
“We have had the absolute pleasure of working with Maddie and Rob, who are both incredibly personable, knowledgeable, and experts.”
Best Financial Advisors in Cincinnati, OH
23 firms listed · all 23 in Cincinnati · 3 open weekends · 20 rated 4.5+
Data verified October 21, 2026
Wealthquest
“Dan has been so supportive in each “season” of our careers and as we enter retirement.”
LSC | Longschaefer Cpa/Pfs
“Starting with Founder Ron Long and now with Mike Long and his Associates, LongSchaefer has provided us with a trusted friend, counselor and guide in accounting, tax strategy, and planning.”
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Wealthwise Financial Group.
“They give me peace of mind for my future and guidance like none other!”
Hillcrest Financial Group
“He took the time to really get to know us, asking about our family, our goals, and what's important to us- not just our finances.”
The Original Tax Place on Main Street
“During what is surely the busiest time of their year, Hunter and team took several minutes with me to discuss a tax concern and to offer helpful, practical advice.”
The 23 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.
Area overview: Cincinnati, OH
All 23 firms we list here are in Cincinnati itself. We have 114 firms in Cincinnati on file; this page shows the highest-rated 23. 21 of the firms on this page have a rating, from 1.0 to 5.0 across 572 reviews; 3 have 50 or more reviews and 20 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (4), business owners (2), business planning (2), investment management (2) and tax planning (2). 1 lists staff certifications (CFP) and 13 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 47 years. 1 offers payment plans; 2 offer a free initial consultation and 3 are family- or locally-owned. We have a website on file for all 23 of the firms on this page; 17 publish a contact page; 14 list a public email and 9 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Cincinnati offer a free first meeting?
2 of the 23 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.
Kehoe Financial Advisors
“She has a rare ability to pair deep financial expertise with a warm, approachable style that immediately puts people at ease—especially when discussing the more personal aspects of their finances.”
Game Time Budgeting
“Would highly recommend private coaching with Al if you're finding yourself stuck in cycles that are not contributing to your financial wellbeing.”
Incline Wealth Advisors
“Eric is one of the very best advisors out there & cannot recommend him enough to anyone looking for trustworthy & hands on wealth advisor.”
Truepoint Wealth Counsel
1taxfinancial
“She knows not only the tax business but she's also a certified financial planner (CFP).”
Wurz Financial Services
“Thank you, Darren and Stacy for everything that you do for our family.”
The Rosselot Financial Group
Gateway Investment Advisers
Tamara D Niehoff, Independent Agent
“They invite you to continue to learn, return to dinners and make a decision to invest with them if it's right for you.”
Kanu Asset Management
“"Your expertise in the market has allowed me to make informed investment decisions that have significantly grown my portfolio.”
Sims Investment Management
“My advisor, Ryan, has been so helpful in getting us to retirement with a VERY late start on our part!”
Horter Investment Management
“We have had totally positive experience with this company and with our adviser, Tyler Koebbe.”
Schwartz Manes Ruby & Slovin
William E. Hesch Cpas
Souders Financial Group
Financial Freedom
Ellsworth & Associates Cpas
“They took all the stress and hassle away from doing my taxes!”
Why these companies made our list
What clients say about firms in Cincinnati
- “Each of them has always been knowledgeable, professional, and incredibly responsive whenever we've had questions about our investments, financial planning, or taxes.” — client of Wealthquest
- “Our family has enjoyed working with Eric on a variety of fronts, and his trustworthy and professional approach to each client's portfolio and situation is unmatched.” — client of Incline Wealth Advisors
- “The team is very responsive to questions, and we have learned so much from them, including tax strategies, retirement planning, and estate planning.” — client of Carson Wealth
- “We walked away feeling at ease, with a better understanding of our next steps and the confidence that our portfolios will now be under the advisement of a seasoned professional.” — client of Hillcrest Financial Group
- “AL went above and beyond my expectations when it came to my financial plan coaching.” — client of Game Time Budgeting
Excerpts from public reviews of the firms listed on this page.
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