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Sielschott, Walsh, Keifer, Regula & Sherer Cpas
“Great people to work with who know their stuff.”
Best Financial Advisors in Lima, OH
24 firms listed · 4 in Lima · 14 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
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Metzger Financial Services
“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.”
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Dicke Financial Company
“Bill & Terri are great people to deal with and have always done a good job for me.”
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Ken Rumbaugh
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Rahrig Financial Group
- Questions
“Rahrig Financial Group is an A1 business!”
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Strategic Financial Resources
“He always does a great job explaining my options and making me feel secure about financial decisions.”
The 24 firms listed for Lima, 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: Lima, OH
Of the 24 firms we list here, 4 are in Lima itself and 20 come from towns including Findlay (9, 33 mi), Celina (2, 27 mi) and Columbus Grove (1, 13 mi). 16 of the firms on this page have a rating, from 4.0 to 5.0 across 63 reviews; 14 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (2), investment management (2) and our location (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 31 years. 1 offers payment plans; 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 17 list a public email and 5 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.
Why are financial advisers outside Lima listed here?
4 of the 24 firms are located in Lima. The others come from other towns within 45 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Faith Investment Services
“Gary is genuine in his efforts to help those who don't understand investing and give honest personal insight for each client.”
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Rayburn Financial Advisory Services
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Hixon Zuercher Capital Management
“Friendly and knowledgeable staff.”
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Jackson Wealth Management
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Clark Financial Group
“No matter where you are in life or are in financial status, the Clark Financial Group are knowledgeable to help you reach your goals.”
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Muhlenkamp & Associates
“Always great, friendly service.”
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Fundacion Finance
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Allen-Kramp Wealth Management
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Fifth Third Private Bank - Mary Hammond
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Romick Wealth Strategies
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Financial Concepts
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Trust Company Family Offices
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Resolute Wealth Advisor
“Based in experience, with independent consultation, and a long term strategy, RWA suits my idea of a trusted financial advisor.”
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Dodds Wealth Advisors
- Questions
“I felt I didn't have enough time on a Friday afternoon to meet and pick up documents, but I was assured that they would remain there until 5 regardless and was welcomed in.”
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Elsass Wallace Evans
“Grate legal advice was given to me and what legal actions I could take friendly people as well highly recommend”
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Marlene Burns
“Nice professional and friendly staff.”
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Brimley & Frisch Wealth Management
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Strategence Capital
Retirement Planning and Investment Management Services in Lima, OH Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 423 cost profiles
Why these companies made our list
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