Findlay, OH

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Findlay, OH
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Best Financial Advisors in Findlay, OH

24 firms listed · 10 in Findlay · 15 rated 4.5+ · 2 show a license

Data verified October 16, 2026

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Resolute Wealth Advisor

Resolute Wealth Advisor

(1)
“Based in experience, with independent consultation, and a long term strategy, RWA suits my idea of a trusted financial advisor.”
BBB Rating: A+
In Business Since 2008
1100 E Main Cross St #157, Findlay, OH
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Hixon Zuercher Capital Management

Hixon Zuercher Capital Management

(1)
“Friendly and knowledgeable staff.”
In Business Since 2004
101 W Sandusky St #301, Findlay, OH
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Jackson Wealth Management

Jackson Wealth Management

BBB Accredited
In Business Since 1998
300 W Main Cross St, Findlay, OH
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Brimley & Frisch Wealth Management

Brimley & Frisch Wealth Management

Free Initial Consultation
In Business Since 2021
2498 Bluestone Dr Suite A, Findlay, OH
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Fundacion Finance

Fundacion Finance

In Business Since 2019
213 Potomac Dr, Findlay, OH
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Fifth Third Private Bank - Mary Hammond

Fifth Third Private Bank - Mary Hammond

337 S Main St, Findlay, OH
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The 24 firms listed for Findlay, 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: Findlay, OH

Of the 24 firms we list here, 10 are in Findlay itself and 14 come from towns including Lima (3, 33 mi), Bowling Green (2, 24 mi) and Upper Sandusky (2, 25 mi). 16 of the firms on this page have a rating, from 4.4 to 5.0 across 88 reviews; 15 are rated 4.5 or higher. 2 show a license on their websites and 6 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 35 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 19 publish a contact page; 16 list a public email and 4 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 any financial advisers listed for Findlay offer a free first meeting?

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.

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Mark A. Gons, CPA

Mark A. Gons, CPA

Licensed
In Business Since 2005
1995 Tiffin Ave, Findlay, OH
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Allen-Kramp Wealth Management

Allen-Kramp Wealth Management

In Business Since 2021
520 S Main St Suite A, Findlay, OH
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Romick Wealth Strategies

Romick Wealth Strategies

Free Initial Consultation
In Business Since 1995
101 W Sandusky St Suite 202, Findlay, OH
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Trust Company Family Offices

Trust Company Family Offices

Family Business
In Business Since 2019
210 S Main St, Findlay, OH
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Faith Investment Services

Faith Investment Services

(1)
“Gary is genuine in his efforts to help those who don't understand investing and give honest personal insight for each client.”
In Business Since 2010
Bluffton, OH · 17 mi from Findlay
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Marlene Burns

Marlene Burns

(1)
“Nice professional and friendly staff.”
In Business Since 2015
Arcadia, OH · 8 mi from Findlay
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Sielschott, Walsh, Keifer, Regula & Sherer Cpas

Sielschott, Walsh, Keifer, Regula & Sherer Cpas

(5)
“Great people to work with who know their stuff.”
BBB Rating: A+
In Business Since 1998
Lima, OH · 33 mi from Findlay
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Ken Rumbaugh

Ken Rumbaugh

Licensed
In Business Since 2005
Lima, OH · 33 mi from Findlay
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Strategic Financial Resources

Strategic Financial Resources

(2)
“Brian Inkrott does an amazing job at explaining all the ins and outs of what to do and the not to do.”
In Business Since 2012
Columbus Grove, OH · 24 mi from Findlay
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Standing Firm Financial

Standing Firm Financial

(1)
“It is a blessing & comfort to know that the finances God has given us will be invested responsibly according to our Christian values.”
In Business Since 2017
Bowling Green, OH · 24 mi from Findlay
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Snyder Financial Management

Snyder Financial Management

(1)
“Clear and approachable, capable, makes financial planning much easier and less stressful”
In Business Since 2011
Bowling Green, OH · 24 mi from Findlay
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ARC Private Wealth

ARC Private Wealth

(1)
“Been a client for coming up on a year and have 0 complaints!”
Upper Sandusky, OH · 25 mi from Findlay
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Baker Financial Group

Baker Financial Group

In Business Since 2015
Upper Sandusky, OH · 25 mi from Findlay
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Radebaugh & Co

Radebaugh & Co

(2)
“Personal service at a reasonable price!”
Transparent Fees & Pricing
Accepts All Major Credit Cards
BBB Rating: A+
In Business Since 1991
Marion, OH · 41 mi from Findlay
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Alluvial Private Wealth

Alluvial Private Wealth

(19)
  • Goal
  • Wealth Management
  • Decision
“Although they have only been managing our portfolio for a short amount of time, I have grown to understand why my parents have trusted Alluvial and their investing strategies.”
In Business Since 2020
Marion, OH · 41 mi from Findlay
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Metzger Financial Services

Metzger Financial Services

(2)
“I told Matt that he is my high beams and windshield wipers when it comes to finance,everything is clear after I talk to him ,Helped me with Retirement and my kids 529 accounts.”
Offers Financing Options
Accepts All Major Credit Cards
BBB Rating: A+
In Business Since 2002
Lima, OH · 33 mi from Findlay
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Wyse Financial Group

Wyse Financial Group

(20)
  • Questions
  • Needs
  • Retirement
“She is extremely knowledgeable in this field and will be totally honest in her opinion of what is best for each individual and their goals for their future.”
In Business Since 1995
Archbold, OH · 48 mi from Findlay
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Fourth Dimension Financial Group

Fourth Dimension Financial Group

(6)
  • Retirement
  • Questions
“Whether someone is looking for a plan to guarantee their retirement income for the rest of their lives, or needs insurance to meet a planning need, or wants someone to help them create and manage their investment portfolio, I am comfortable sending t...”
In Business Since 2010
Perrysburg, OH · 35 mi from Findlay
Featured

Is Estate Planning Only for Rich People? If you hadn’t made it home last night, would your affairs have been in order? When reviewing clients’ account statements and documents, we too often see incorrect beneficiaries, a lack of proper protections, and tax bombs that will ultimately explode when the unfortunate occurs. If you’re not confident that your plan will work as intended, do you know what to do to fix it?

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HomeWealth Management AdvisorsOhioFindlay, OH

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

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 450 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 450 cost profiles.

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