Financial Advisors in Springfield, Ohio (Clark County)

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

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

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

Robert Gerstemeier, CEA, CFP, EA, MBA
Gerstemeier Financial Group, LLC offers financial planning, investment management, and income tax preparation services for individuals, small businesses, charities, and corporate retirement plans. The firm was created to provide customized solutions to meet the goals and objectives of our clients. We recognize that in today's fast paced and complex world, there are no easy solutions to the concerns and issues we face in our financial lives.
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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

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

Anne Lame Megerle
Lenox Wealth Management provides independent and objective financial planning, wealth management and family office services to high net worth individuals and their families. Since our founding in 1887 by William Cooper Procter, Lenox has provided a level of financial expertise and service that has made us a valued and trusted partner with our clients. We create and execute comprehensive financial strategies to help our clients achieve their lifestyle dreams. We simplify our clients' lives by providing personalized service and advice on major decisions that impact their financial future. In short, we worry about our clients' financial concerns “so they can sleep soundly at night.”... See More

Lucas Hail, CFP, MBA
Foster & Motley, Inc. is a fee-only wealth management firm. Our mission is to assist clients so they can achieve their financial goals. We provide comprehensive financial planning as well as ongoing investment management. Our hallmark is that we have a highly personalized approach which is focused on the unique goals and needs of each client. ... See More

Robert Grossheim, CFP, CLU
The Family Wealth Advisory Group, LLC is a fee only financial advisory organization on a mission to continually assist our clients in identifying, utilizing and transferring their families traditions, wealth and values among current and future generations.... See More

Timothy Grout, CFP, MBA
A male and female advisor work with you as a team to understand and help you to achieve your goals. We partner with you to create a roadmap and we take care of everything we possibly can do for you so you can devote yourself to the other things you enjoy. Whether you are planning for retirement, college, or just need to get your financial life in order, we welcome the opportunity to help you. Call us at to schedule an appointment.... See More

Christopher McLaren, CFP, ChFC

J. Brock Dexter, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Trinity Wealth Management, LLC (TWM) is an independent Registered Investment Advisor licensed in the state of Ohio. While our primary focus is wealth management for high net worth clients, we offer a broad range of services for clients with varying needs. We combine comprehensive financial planning with on-going investment advisory service to achieve our clients' stated goals and objectives. Our areas of expertise include executive compensation, such as long-term incentive and deferred income plans; retirement plan selection, accumulation, and distribution planning; college funding for affluent families not eligible for financial aid; tax reduction strategies and cash flow management. Clients generally require $300,000 of investable assets to optimize using our services, but we evaluate each case on an individual basis. We pride ourselves on placing the needs of our clients ahead of those of ourselves or our firm. Integrity, Commitment, and Experience are our hallmarks.... See More

Robert Carroll, CDFA, CFP, CPA
Carnegie Investment Counsel helps its clients understand and take action on the most important financial issues affecting their lives. Whether you are in the accumulation phase, sending kids off to college or in full retirement, we can help you develop and implement your financial plan. Each person and situation is unique. As a result, plans and strategies are tailored to individual needs. With respect to our responsibilities to the client, the firm supports the principles and fiduciary standards of fee-only financial planning. 100% of our compensation is recieved directly from the clients. A variety of service options are available including full asset management, consultive engagements, or specific scope planning projects. There is no cost or obligation for an initial consultation. ... See More