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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Robert M. Leshnak, CFP®

Leshnak Financial Group, LLC

7182 Liberty Centre Drive
Unit I
West Chester, OH 45069-6585
View on Map
(513) 779-3777

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Retirement Income Management

Contact
Michael Charles Grannis, CFP®

Morgan Stanley Smith Barney, LLC
(937) 431-7864

4380 Buckeye Ln Ste 200
Beavercreek, OH 45440-7310
View on Map
(937) 431-7864

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Paul W. Eastman, CFP®

Ameriprise Financial
(614) 889-1836

655 Metro Pl S Ste 790
Dublin, OH 43017-5323
View on Map
(614) 766-5690

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation

Contact
David R. McSemek, CFP®

Smith Barney
(937) 434-9269

7777 Washington Village Dr
Dayton, OH 45459-3993
View on Map
(937) 434-9269

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Joseph P. Yesko, CFP®

Allstate Financial Services LLC
(330) 414-9426

161 Northwest Ave
Tallmadge, OH 44278-1850
View on Map
(330) 414-9426

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Meghan E. Shultz, CFP®

Merrill Lynch
(440) 717-9471

6001 E Royalton Rd
Broadview Heights, OH 44147-3527
View on Map
(440) 717-9471

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Michael W. Moeller, CFP®

Moeller Financial Advisors
(614) 873-0763

655 Metro Pl S Ste 600
Dublin, OH 43017-3394
View on Map
(614) 873-0763

265 W Main St
Plain City, OH 43064-4146
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Investment Planning

Contact
Matthew R Smith, CFP®

Morgan Stanley
(513) 562-8384

4030 Smith Rd., Ste. 200
Cincinnati, OH 45209-1937
View on Map
(513) 562-8384

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
Christopher Todd Garvin, CFP®

Brennan Financial Group
(330) 533-6225 x20

4137 Boardman Canfield Rd Ste 109
Canfield, OH 44406-8088
View on Map
(330) 533-6225

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

Contact
Robert A. Frantz, CFP®

Mass Mutual
(330) 668-2464

875 N Cleveland Massillon Rd
Akron, OH 44333-2167
View on Map
(330) 668-2464

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning

Contact
Martin J. Kubik, CFP®

Clarify Wealth Management
(513) 381-0001

50 E Business Way Ste 100
Cincinnati, OH 45241-2398
View on Map
(513) 659-4668

20 Clubhouse Ln Apt E
Fairfield, OH 45014-8263
View on Map
(513) 381-0001

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Investment Management, Investment Planning, Life Planning, Retirement Planning, Wealth Management

Contact
Robert T. Bollenbacher, CFP®

John Hancock Financial Services, Inc.
(513) 615-0108

5740 Gateway Ste 201
Mason, OH 45040-1893
View on Map
(513) 615-0108

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Divorce Issues

Contact
Nathan E.C. Sorum, CFP®

Sorum Financial
(513) 933-0159

12 E WARREN ST
Lebanon, OH 45036
View on Map
(513) 932-8731

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Timothy Todd Whipkey, CFP®

Wealth Management Solutions, LLC
(614) 942-1320

575 Charring Cross Drive Ste 100
Westerville, OH 43081-4965
View on Map
(614) 942-1320

Compensation Method: Commission and Fee
Minimum Investable Assets: $10,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Joseph P. Crotty, CFP®

Crotty Financial & Insurance S
(614) 889-4732

PO Box 3124
Dublin, OH 43016-0058
View on Map
(614) 889-4732

Compensation Method: Commission Only
Minimum Investable Assets: $10,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

Contact
Edwin C. Lair, CFP®

Stifel Nicolaus
(330) 823-7666

960 W State St
Ste 230
Alliance, OH 44601-4685
View on Map
(330) 823-7666

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
Gregory M Pinter, CFP®

JPS Financial, LLC
(440) 899-6350

2001 Crocker Road
Suite 325
Westlake, OH 44145-6978
View on Map
(440) 899-6350

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning

Contact
Russell S Plent, CFP®

Fifth Third Securities, Inc.
(330) 990-1672

5067 Portage St NW
North Canton, OH 44720-6853
View on Map
(330) 990-1672

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning

Contact
Todd A. Guilliam, CFP®

Wells Fargo Securities
(800) 621-1164

3800 Embassy Pkwy Ste 100
Akron, OH 44333-8389
View on Map
(800) 621-1164

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
David H. Webb, CFP®

Raymond James Financial Servic
(740) 474-4400

133 W Mound St
Circleville, OH 43113-1623
View on Map
(740) 474-4400

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

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