Plaza Tax Advisors
“Peter Weate is a friendly person who takes the time to answer questions so anyone will understand.”
Best Financial Advisors in Newark, OH
11 firms listed · 5 in Newark · 7 rated 4.5+
Data verified October 23, 2026
Retirement Specialists of Central Ohio
“He has helped my income grow so I have a wonderful retirement life.”
Van Winkle Wealth Management Group
Wilson Shannon & Snow
Retirement Blueprints
Promero Consulting
“He explained everything to us in such detail that we understood everything and we will continue to use him!!”
The 11 firms listed for Newark, 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: Newark, OH
Of the 11 firms we list here, 5 are in Newark itself and 6 come from Granville (2, 5 mi), Pataskala (2, 14 mi) and Johnstown (2, 15 mi). 7 of the firms on this page have a rating, from 4.5 to 5.0 across 590 reviews; 1 has 50 or more reviews. The services the firms on this page list most often on their websites are financial planning (2), our team (2) and retirement planning (2). 3 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 11 of the firms on this page; 10 publish a contact page; 9 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.
Why are financial advisers outside Newark listed here?
5 of the 11 firms are located in Newark. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Walden Financial
“I had a great meeting with Josh at Walden Financial to discuss my retirement options.”
C.E. Williams & Co. Financial Group
“We are so thankful for the years of wonderful service Briana Oltman has given to us preparing our taxes.”
The Granville Investment Group
“He's been nothing but professional and is always there for me every step of the way.”
Weiler Financial
Hoovler Financial & Insurance SE
Why these companies made our list
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