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Baker & Associates
“Receive excellent service from Bill Vidourek who has been my tax person for years!”
Best Financial Advisors in Hamilton, OH
24 firms listed · 4 in Hamilton · 1 open weekends · 18 rated 4.5+
Data verified October 21, 2026
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National Retirement Consultants
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Swanner's Accounting & Tax Services
- Company
“Would highly recommend”
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K&A Wealth Advisors
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Total Wealth Planning
- Goals
- Portfolio
- Management
“Over the years they have mentored a large team of excellent supporting professionals who we have found to be of the highest caliber, both personally and professionally, and all functioning with the same professional ethos and commitment.”
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LSC | Longschaefer Cpa/Pfs
- Wealth
- Planning
- Team
“Mike has an amazing ability to take extremely complicated tax law, repackage it in a way I can understand, and present it with genuine concern for my business and my family.”
The 24 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
Of the 24 firms we list here, 4 are in Hamilton itself and 20 come from towns including Cincinnati (11, 18 mi), Fairfield (2, 4 mi) and West Chester Township (2, 10 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 403 reviews; 2 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (84%) and value (81%). The topics that come up most in reviews of the firms on this page are "communication" and "knowledge". 1 is open on Saturdays. The services the firms on this page list most often on their websites are accounting & bookkeeping (2), business owners (2), financial planning (2), investment management (2) and retirement planning (2). 1 lists staff certifications (CFP) and 13 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 57 years. 2 offer payment plans; 1 offers a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. 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 firms listed for Hamilton take financial planning bookings online?
5 of the 24 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.
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Wealthquest
- Tax
- Expertise
- Team
“But they stuck with us through that period, and the rebound, and our retirement planning, and our eventual retirement, with EXCELLENT advice and guidance that actually helped enable us to retire earlier than we expected.”
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Conservative Financial Solutions
- Strategy
- Company
- Financial Advisors
“Navigating today's financial climate was beyond my capabilities and the professionals at CFS have provided the security needed to grant me peace of mind.”
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Kehoe Financial Advisors
“The advisors take the time to not only educate you of the business, markets, and investments but also truly listen to your concerns and answer any questions you may have.”
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Wealthwise Financial Group.
- The Future
- Advice
- Retirement
“If you are looking for honest and good feedback on your investments or what your retirement needs may be Quentin Davis is the person you should talk with.”
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Summit Financial Group
- Tax
- Questions
- College
“I met Scott many years ago, and have been a client ever since, and watched his agency grow from a small office in Blue Ash to the beautiful Loveland facility he has now.”
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Truepoint Wealth Counsel
“Nice staff, stunning office.”
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Primerica Financial Services Branch
- Financial Freedom
- Company
“I love the freedom that Primerica gives me and the tools I am learning how to become Financially independent and the love the fact I know my family is properly protected!!!!”
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1taxfinancial
“She knows not only the tax business but she's also a certified financial planner (CFP).”
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Hengehold Group
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John F Dickey & Co Cpa's
“They have helped us through some trying times we couldn't have done it without them.”
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Vanweelden Financial Group
- Goals
- Management
- Questions
“The advisors understand our retirement goals and comfort levels and created a retirement financial plan that is easy to understand and follow and takes all of that into account.”
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Coordinated Financial Planning
“Great place to work with.”
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LPL Financial
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Rik Saylor Financial
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Wulff & Associates Cpas
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Retire Right Wealth Management
- Communication
- Knowledge
- Team
“Just wanted thank the Retire Management for the Great Christmas Dinner the other night @Carlo &Johnny's, meal was great and enjoyed all the other client at the table !”
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Financial Freedom
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Kanu Asset Management
Retirement Planning and Investment Management Services in Hamilton, OH Cost Estimates
Minimum cost
$1079
Maximum cost
$9171
National Average
$3237
Avg Per Hour Rates
$324
$2158
$5934
Typical price range is based on 279 cost profiles
Why these companies made our list
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