Financial Advisors in Beavercreek, Ohio (Montgomery County)

Fee-Only Financial Planning and Investment Management. 401(k) Plan design and installation. Fiduciary consulting services.

Pre retirement planning

Tax planning

Financial planning in Oakwood, OH 45419 and additional locations in Blue Ash and Dublin, OH

Matt Will, CFP
The goal of most financial firms is to make things overly complex, so you give up and hand over control of your money. It's an approach designed to profit from your lack of financial confidence. At Wealth Accel we take a different approach. We empower our clients to become active participants in their financial life. We provide targeted financial advice focused on helping you with the big decisions and teaching you how to manage the rest.
Learn more about us and our initial planning process by visiting our website www.wealthaccel.com, or call us today at .... 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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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

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

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

Christopher McLaren, CFP, ChFC

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 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

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

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

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