Anderson Financial Strategies
“My plan is to transfer some static funds into this program; I feel that topics I bring up are clarified and that builds my confidence in this organization and their professional skills.”
Best Financial Advisors in Dayton, OH
17 firms listed · all 17 in Dayton · 11 rated 4.5+
Data verified October 21, 2026
Book onlineBook
Russell Total Wealth and Wellness
“There was no pressure; they made us feel like family and really dug into who we were and what our priorities were.”
Artifex Financial Group
“Advice is timely, well researched, and has proven over time to improve our financial portfolio.”
Gudorf Financial Group
“Danny and Allison are very up-front and clear in their recommendations and why something is done.”
Consultax Financial Group
“Great personal service Staff are awesome to work with on a one to one basis!!”
Riegel Financial
“Riegel Financial puts the “pro” in professional…just a fantastic experience!!”
The 17 firms listed for Dayton, 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: Dayton, OH
All 17 firms we list here are in Dayton itself. We have 26 firms in Dayton on file; this page shows the highest-rated 17. 14 of the firms on this page have a rating, from 3.7 to 5.0 across 132 reviews; 11 are rated 4.5 or higher. 3 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 55 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 16 of the firms on this page; 14 publish a contact page; 11 list a public email and 3 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 firms listed for Dayton take financial planning bookings online?
3 of the 17 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.
Book onlineBook
Covenant Planning
“They are responsive to the client's questions and needs, even when Covenant may not benefit from investing their own time.”
Alternative Divorce Solutions
“I worked most closely with Alyssa who was always available for a call or meeting, typically on very short notice which was so helpful when quick or new deadlines arose.”
Adams Wealth Management Group
Davenport Financial Group
“He presented multiple investment options and explained the differences so that we felt comfortable making and educated decision.”
Fitz Financial Services
“Jerry and his team will go way out of their way to take good care of you.”
Dillhoff Financial Services
“We have used Dillhoff for our tax preparation for years.”
Brian K Schultz, Aif, Clu, Chfc, Rebc, RHU
Fifth Third Private Bank - Derrick Petry
Roderer Financial Group
“They do our taxes each year and do us a great job.”
Preferred Planning Associates
Harvest Financial
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
