Baker & Associates
“Receive excellent service from Bill Vidourek who has been my tax person for years!”
Best Financial Advisors near Hamilton, OH
We have 4 firms in Hamilton on file. Only the highest-rated make our list: 3 of them made it, along with 12 from towns including Cincinnati (8, 18 mi), West Chester Township (2, 9 mi) and Fairfield (1, 4 mi).
Data verified October 21, 2026
National Retirement Consultants
Swanner's Accounting & Tax Services
“I've been using them for years and will continue to do so.”
Carson Wealth
“I've been with Total Wealth for over 20 years, and in that time, they have consistently proven to be trustworthy, personable, and genuinely committed to my financial well-being.”
Wealthquest
“Wealthquest takes the time to fully understand our situation and tailor a plan to our specific needs.”
LSC | Longschaefer Cpa/Pfs
“Their accountants found deductions, like medical expenses, that I didn't even know could be used to lower my tax payments.”
The 15 firms listed for Hamilton, 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: Hamilton, OH
The 15 firms on this page are rated from 4.2 to 5.0 across 489 reviews; 4 have 50 or more reviews and 14 are rated 4.5 or higher. The services the firms on this page list most often on their websites are accounting & bookkeeping (2), business owners (2), financial planning (2), retirement planning (2) and tax planning (2). 7 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 51 years. 1 offers payment plans; 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 1 takes 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.
Why are financial advisers outside Hamilton listed here?
3 of the 15 firms are located in Hamilton. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Wealthwise Financial Group.
“He brings professionalism and integrity to everything he does, and I'd highly recommend connecting with him and WealthWise Financial!”
Vanweelden Retirement Advisors
“They took the time to explain our options clearly, answered all of our questions without pressure, and made us feel confident about planning for our future.”
Kehoe Financial Advisors
“If you're looking for someone whom you can trust, she's your person!”
Game Time Budgeting
“Reminded of the necessity to establish savings and not lean on credit.”
Scheeler Financial Group
“Rick and his team's financial planning, strategy and management have truly helped us reach retirement with peace of mind”
Kanu Asset Management
“I just want you to know that you've been a great help both in my private & professional life.”
Coordinated Financial Planning
Rik Saylor Financial
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 near Hamilton
- “Great investment advice, great life advice, personal service, caring and responsive staff, and overall fantastic people.” — client of Wealthquest
- “Rick and his team are super-responsive to my needs and questions regarding my portfolio.” — client of Scheeler Financial Group
- “"Your expertise in the market has allowed me to make informed investment decisions that have significantly grown my portfolio."” — client of Kanu Asset Management
- “Whenever friends ask, I always recommend Wealthquest for the peace of mind they provide, in addition to their solid, long-term investment advice.” — client of Wealthquest
Excerpts from public reviews of the firms listed on this page.
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