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Radebaugh & Co
“Personal service at a reasonable price!”
Best Financial Advisors near Marion, OH
We have 2 firms in Marion on file, and both are on this list, along with 22 from towns including Galion (3, 20 mi), Delaware (3, 22 mi) and Dublin (3, 33 mi).
3 open weekends · 16 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Alluvial Private Wealth
- Goal
- Know
- 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.”
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CAG Solutions
“Great personality”
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Spreng Capital
“Tom's amazing!!”
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Haller Wealth Management Group
“Best Financial Services in Delaware OH hands down.”
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McCarthy and Cox Retirement and Estate Specialists
“They spent hours with me before I even decided to utilize their services.”
The 24 firms listed for Marion, 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: Marion, OH
17 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 388 reviews; 3 have 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (89%), responsiveness (85%) and quality (66%). 3 are open on Saturdays. The services the firms on this page list most often on their websites are life insurance (3), tax services (3), wealth management (3), annuities (2) and business services (2). 1 shows a license on its website; 1 lists staff certifications (CPA) and 8 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 13 list a public email and 2 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 Marion listed here?
2 of the 24 firms are located in Marion. 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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Family Financial of Central Ohio
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Evergreen Finance Coach
“As a fellow coach, I see how she works with her clients to guide them and truly has a heart for working with them to attain the financial freedom they desire.”
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Money Concepts Sunbury
- Retirement
“He steered us through years of planning for retirement and helped us facilitate it when my husband spur of the moment decided the next week was his last day.”
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ARC Private Wealth
“Been a client for coming up on a year and have 0 complaints!”
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Cutrupi Associates Financial Group
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Walter and Company
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Milholland & Mitchell Financial Group
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Northpoint Financial Planning
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Carrier Retirement Group
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Baker Financial Group
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DPG Senior Signature Solutions & Grimes Financial Group
- Options
- Honesty
- Market
“I went to an informational dinner and talk given by Dustin a year ago to learn about financial options available to me to be better prepared for my retirement in the next 4 or 5 years.”
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Safe Harbor Retirement Group - Dublin
- Accounts
- Meeting
- Funds
“Safe Harbor Retirement Group / Cory Sickles is a pleasure to work with and has been a great help with our retirement plans and always makes time to reply to our questions.”
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Debthelp
- Credit
- Pay
- Understanding
“This review is for Nicole I'm so glad that I got with you guys and you guys are doing a wonderful job with try to get my credit back up to date where I used to be and I would recommend this to anybody that needed help your friend Chris speta”
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Barbour & Marino CPA Group
- Payroll
“Great firm for business or personal tax needs.”
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Dublin Advisors
- Tax Prep
- Plan
- Benefit
“We began to utilize David Bentz for our family held business in 2014 for all accounting requirements and after a very short period of time we knew we had a winner.”
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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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Polaris Financial Partners Llc
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A CPA Inc.
- Knowledge
- Financial
- Questions
“Jed knows the details when it comes to taxes and can take a client's total circumstance, address each aspect individually and help piece a plan together which makes the most sense.”
Retirement Planning and Investment Management Services in Marion, 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 414 cost profiles
Why these companies made our list
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