Best Financial Advisors in Springfield, OH

10 firms listed · 7 in Springfield · 1 open weekends · 5 rated 4.5+

Data verified October 22, 2026

Kb&p Financial Partners

Kb&p Financial Partners

5.0 1 review
CFP certifiedSince 1985
49 E College Ave Suite 200
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Columbus Financial & Success Coach

Columbus Financial & Success Coach

5.0 1 review
“Thank you for not only correcting my financial situation but also help improve my career with his 3 pillars of success.”
Since 2019Prices online
964 Torrence Dr Suite 103
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Stroud Wealth Management

Stroud Wealth Management

BBB A+Since 1991Family-owned
1186 E Home Rd
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McCombs Financial Services

McCombs Financial Services

4.8 4 reviews
“They are very good at what they do,they have made me a lot of money.”
Since 2015
2043 N Bechtle Ave
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Gianola Financial Planning

Gianola Financial Planning

Since 2001
1115 N Limestone St
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Pickarski Financial Group

Pickarski Financial Group

Virtual consultationsSince 1993Family-owned
2754 E Main St
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The 10 firms listed for Springfield, 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: Springfield, OH

Of the 10 firms we list here, 7 are in Springfield itself and 3 come from Beavercreek (2, 18 mi) and Xenia (1, 17 mi). 5 of the firms on this page have a rating, from 4.8 to 5.0 across 9 reviews. 1 is open on weekends. 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 2 are family- or locally-owned. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 6 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 Springfield listed here?

7 of the 10 firms are located in Springfield. 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.

Calland & Campbell - Insurance and Financial Services

Calland & Campbell - Insurance and Financial Services

Since 2010
5000 Urbana Rd Suite 100
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Spicer Wealth Management

Spicer Wealth Management

BBB A+Since 2000
Beavercreek, OH · 18 mi from Springfield
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Eagle Financial Partners

Eagle Financial Partners

Since 2009
Beavercreek, OH · 18 mi from Springfield
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James Investment

James Investment

Since 1976
Xenia, OH · 17 mi from Springfield
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Why these companies made our list

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