Financial Advisors in Mansfield, Ohio (Richland County)

Christina Povenmire, CFP, MBA

Thresa Alexander, CFP, MSFS
Alexander Financial Planning, Inc. is an independent "fee-only" firm providing personal financial planning and investment management to individuals and families. Established in 1997, AFP is uniquely one of the few female owned Registered Financial Planning firms. We utilize our experience and knowledge to guide our clients through the maze of decisions that very often need to be made. Our primary commitment is to your long-term financial success.

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William Leuby, CFP, CPA, JD

Paul Dolce, CFP, MBA
Financial Solutions LLC (Financial Solutions) is an independent investment advisory firm providing personal financial planning solutions on a fee-only basis.
We provide financial advice, guidance, and education to clients from all walks of life. We have no income or net worth minimums. Fees are determined on a time-based, or fixed-fee basis. All fees are fully disclosed before an engagement begins.
We are fiduciaries. We do not receive commissions, sell financial products or charge fees based on a percentage of clients' assets or net worth. Our clients include young families, corporate employees, business owners, professionals, and many others.
We use a common-sense, educational approach to develop understandable, no-nonsense solutions specifically tailored to each client's unique situation. We believe that financial planning does not have to be rocket science to be effective....in fact, simpler is usually better.
Paul Dolce is the founder of Financial Solutions LLC. Paul's Qualifications Include: -MBA, Finance/Accounting, The Ohio State University -Certified Financial Planner ™ professional -Adjunct Instructor, The Ohio University's CFP Program (Tax Planning) -25+ years' experience in corporate finance, and financial services -Mentor in The Ohio State University MBA Mentorship Program -Advisor to Ohio State's Student Financial Planning Association -Very active in Columbus' financial planning community through memberships in multiple organizations Please visit our website at www.FinancialSols.com to learn more about our services and our professional qualifications. ... See More

Sana Haque, CFP, MBA
Please visit our website www.gianolafinancial.com.

I have over 20 years of practical financial services' experience as a CPA, Investment Advisor and Certified Financial Planner. Together with my team, we act as a personal CFO and help affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.

Cornerstone was founded in 1984 and now serves over 300 families and 65 retirement plans who have entrusted over $500 million in assets under advisement. We use a consultative process to gain a detailed understanding of clients' deepest values and goals. We then employ customized recommendations designed to address each client's unique needs and goals beyond simply investments.

I have also refined an expertise in helping companies identify where gaps in their investment fiduciary responsibility may exist and how to prioritize and implement a set of prudent best practices to eliminate the gaps. This is reflected by my Accredited Investment Fiduciary Analyst(R) designation and my role as an adjunct faculty member with fi360 in Pittsburgh. Our Fiduciary Services team acts as the business CFO to a retirement plan and helps monitor the activities of the other service providers.

Cornerstone obtained its CEFEX Certification in 2010. Annually, CEFEX has an independent fiduciary analyst review our investment process and practices against best practices to ensure that we implement and monitor a legally sound, prudent investment process for our clients.... See More

Joseph Baumann, BA, CFP
Full retainer clients can expect sound, comprehensive, holistic advice across the spectrum of financial planning with delivery of recommendations tailored to meet each client's unique circumstances. With clients from various stages of the life cycle/financial cycle, I am well-qualified to provide excellent counsel to new parents, as well as those facing job displacement, rapid financial accumulation, financing higher education for children, self-employment, retirement, estate planning and distribution of assets. We also provide notary services on site for our clients' convenience. ... See More

Anthony Kure, CFP, MBA
Johnson Investment Counsel is a fee-only, comprehensive financial planning firm that specializes in retirement planning for recent retirees and busy professionals who are planning to retire within the next 15 years. We provide tax efficient investment strategies, detailed cash flow modeling, tax planning, portfolio risk analysis, Roth conversions and "bond ladder" strategies. Our mission is to provide our clients with the most tax efficient methods to meet their cash flow needs in retirement. ... See More

Adam Zuercher, CFP, CPA/PFS, CPA
Hixon Zuercher Capital Management is a dynamic fee-only wealth management firm located in Findlay, Ohio. We have over $110 million in assets under management and experience serving successful individuals and families since 2002. Our wealth advisers have some of the most advanced financial and investment certifications in the industry which makes the Hixon Zuercher team uniquely positioned to serve our clients.... See More

Bryan Glancy, CFP

Andrew Tisler, CFP
Epic Financial, LLC provides clients with comprehensive financial planning and investment management services. Epic Financial is a passion driven, fee-only firm focused on helping the medical community, young professionals, families and those nearing retirement plan and work toward their unique vision of a great life. To schedule a meeting or contact us directly visit Epic Financial's contact page. Don't worry we won't be annoying or spam you!... See More

Lori Embrey, CFP, MS

With a proud focus on loving families, FinancialFamilies is able to deliver the first-class fee-only financial planning and investment management services parents expect from a NAPFA member fiduciary. By exclusively serving families who intend to manage their financial and personal success on a continual basis, annual retainer services are particularly well enhanced and refined.... See More

The financial management process at Securus Financial Strategies begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run. We work with you side by side so that you`re confident in and comfortable with the financial suggestions we make.

We take a team approach to financial plannning and will work with your accountant or attorney to ensure that your financial plan is implemented in a coordinated manner.

Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC. Advisory Services offered through American Portfolios Advisors, Inc a SEC Registered Investment Advisor.

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Kenneth Robinson, CFP, JD
Serving Independent professional women Public sector professionals (OPERS, STRS Ohio, SERS, FERS) Medical professionals College professors
We are a holistic financial advisory firm. We believe the best financial well-being stems from understanding how all the inter-related parts of your financial life fit together. Practical Financial Planning is your resource for comprehensive financial planning, providing independent guidance without financial product sales. We are relentlessly driven to answer one essential question: what is in the best interest of the client?
Our ambition is to be your trusted partner in creating financial confidence. Because the moment you stop worrying about money, life gets better.™... See More