Financial Advisors in Mansfield, Ohio (Richland County)

Jason Burkholder, CFA, CFP
New Legacy Financial Group's mission is toprovide comprehensive financial planning with institutional quality service, in order to help clients realize financial independence.

Elizabeth Caldwell, CFP

Scott Haley, CDFA, CFP, EA
Prelude Financial is a financial planning and investment management firm with a strong belief that with the right guidance and planning, you can live your best financial future. Whether you are looking to save for your retirement, help your kids with education or looking to maximize your retirement planning. You set your goals and bring them to us, and we will work with you to take control of your finances to live the life you envision.
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Andrew Kerns, CFP, RTRP
Accountable Financial Planning LLC (Westerville, Ohio) was founded in 2009 by Andy and Katy Kerns as an independent financial planning firm and Ohio Registered Investment Advisor. We are dedicated to making comprehensive fee-only financial planning available to clients from all backgrounds and stages of life. We are committed to providing exceptional advice and service and to placing the interests of clients first at all times.... See More

Debbie Price, CFP, CPA, JD
Price Planning is a fee-only financial planning and investment advisory firm. Tailored to meet our clients' individual needs, our services range from project-oriented consultations to long-term, comprehensive financial planning. Please visit our website at www.priceplanning.com .... See More

Providing Comprehensive Financial Planning by addressing the following areas: Investments, Cash Flow Planning,
Minimizing Taxes and Estate Planning

Douglas Lynch, CFA, CFP, CPA
Our mission is to help individuals within 15 years of retirement, retirees and surviving spouses achieve their financial goals by developing an appropriate investment game plan, minimizing taxes and helping them to make the best financial decisions. To our prospective clients, we welcome the opportunity to help you achieve your financial goals and to serve as your retirement wealth manager.... See More

David Zolt, CFP, EA
Westlake Advisors is an independent, fee-only financial advisory firm. We provide comprehensive financial planning services including sound advice on the topics of investments, retirement and estate planning, insurance, and general financial matters. Since taxes have a major impact on all of us, we place a special emphasis on tax planning and include tax preparation. As your trusted advisor, our mission is to help you make smart choices about your money so you can have the kind of life you want to live. As a NAPFA fee-only planner, we sell only our services, and receive no commissions from the purchase/sale of products.
We have no minimum asset requirement and offer a free initial consultation. Our fee is based on the amount of work you require, rather than the amount of assets you invest.... See More

Scott Snow, CFP, CIMA, CPA
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Scott Snow (financial advisors) LLC is a fee-only firm. Our firm does not receive commissions, bonuses or incentives from other institutions for referring their services. We are a fiduciary agent for our clients. Our broad experience in the field provides us the knowledge, skills and confidence to integrate a client's entire financial situation from investments to tax issues. The result is an integrated approach to reaching financial goals sooner and with less stress.... See More

We are a fee-only comprehensive financial planning firm focused on serving couples and individuals between the ages of 30-50.

rebel Financial is a truly independent fee-only Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the right thing for people in an industry that has become almost entirely concerned with their own profit margins. This is our fundamental rebellion, that we care more about our clients well-being than our own profit margins, and hence why we are rebel Financial. Please read more about our company at: www.rebelfinancial.com

We specialize in Business, Retirement, and Estate Planning. We have the ability to manage our clients assets through multiple custodians and place insurance business with a wide variety of insurance carriers. We are fiduciaries in everything we do for our clients and are proud to hold ourselves to this high standard.... See More

Adam Koos, CFP
Libertas Wealth Management Group is a multi-award winning, fee-only financial planning and portfolio management firm located in Columbus, Ohio. We primarily work with two types of client: Individuals and Couples - Conducting at least three appointments as we put together a full-blown financial plan and comparative analysis with recommendations on the third meeting. Corporations and Non-Profits - Educating employees, increasing retirement plan participation rates, and managing retirement plan portfolios as a 3(38) fiduciary, and
Through the use of trend-following, relative strength, sector/country rotation, and other methods of technical analysis, our firm aims to capture as much upside in the markets as possible, while at the same time avoiding as much of the downside during downard cycles and crashes. We want to ensure you get to retirement on time, and most importantly, when you retire, protect your money so that it lasts longer than you.... See More

Dean Schuler, CFP, CLU
Our Story
In 1985, a group of financial experts came together and rallied around a simple idea: To help people eliminate the stress usually associated with planning for their financial future.
We wanted to make things less complicated. More approachable. More understandable. More relevant.
We knew that if we could help people understand things better, they could make better decisions.
And if they made better decisions, they could feel more comfortable.
And if they felt more comfortable, they could move more confidently toward achieving their goals.
It’s a pretty simple idea, really. And it’s the idea that has guided us at PDS Planning, Inc. from the very beginning.
Today, PDS Planning is an independently owned, Registered Investment Advisory firm with clients in 20 states and more than $490 million in assets under management.
We are not affiliated with any broker, bank, accounting firm, law firm or insurance company. We are accountable only to our clients and have only their best interests at heart, fully embracing the concept of fiduciary responsibility.
As a result, we have built solid, long-lasting relationships, a number of which have lasted for multiple generations. We are consistently ranked among the top fee-only financial planning firms in central Ohio*. And we’re recognized as one of the top independent fee- only wealth management firms in the country**.
Our promise to our clients: To make the process of planning and acquiring life’s riches as rewarding as attaining them.
*Columbus Business First, April 2016
** Financial Advisor Magazine, July 2015... See More

Shawn Ballinger, CFP
Our Philosophy We are client-centric, pure and simple.
The principals established our firm with the intention of creating a consultative environment that would attract “the best and the brightest” minds in the financial planning profession. The vision was to create a unique, proactive approach to wealth management that would assist high net worth clients in achieving their goals and objectives. By creating a fee-only practice, we removed many of the conflicts of interest that often arise when associates are paid by commission on the products and services they recommend. Simply put, we feel this is the only way to deliver objective advice to clients with complex financial needs. Although the firm has experienced substantial growth since its founding in 1979, our goal remains to create customized solutions for each client, and to build long-term relationships with them. Our greatest compliment comes from the numerous referrals provided by our existing clients.... See More