Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Mason, Ohio, is known for its strong local economy, excellent schools, safety, and family-friendly amenities, making it ideal for professionals and families. With a growing business sector, proximity to Cincinnati's financial hub, and a lower cost of living compared to major metropolitan areas, Mason offers unique opportunities for wealth-building and an ideal place to put down your roots. Whether you're planning for the future, managing investments, or preparing for retirement, working with the best financial planner in Mason, OH can help you create a solid financial roadmap for the future.
The city is home to several quality financial advisors however, finding the top fiduciary financial advisor in Mason, OH can be a challenge. WiserAdvisor makes the process easier by matching you with 2-3 vetted financial professionals who align with your specific financial goals. Whether you're seeking the top portfolio manager in Mason, OH to manage your investments, or looking to protect your assets, our trusted advisors can help create personalized strategies to meet your specific needs.
For over two decades, we have maintained a trusted directory of financial advisors who meet strict industry standards. Having a financial advisor who can understand your specific financial situation and create the best retirement plans in Mason, OH, to take care of your retirement needs would go a long way toward securing a comfortable retirement. Do note that the service is free, and you have no obligation to hire.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Edelman Financial Engines, LLC
100 East Business Way, Summit Woods I Building, Suite 360, Cincinnati, OH 45241 |
Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only |
| Not Disclosed | $249,000,000 | $500,000 | Fee-Only | |
|
Edelman Financial Engines, LLC
10100 Innovation Drive, Suite 160, Miamisburg, OH 45342 7310 Turfway Road, Florence, KY 41042 |
Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
100 East Business Way, Summit Woods I Building,
Suite 360,
Cincinnati,
OH
45241
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 5169351
Firm CRD# 304207
Compensation/Fee Fee-Only
Office Location
2955 Exchange Place Blvd,
Miamisburg,
OH
45342
Phone Number
937-567-0646
We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life. We serve clients locally in our hometowns of Dayton and Cincinnati, Ohio, and across the United States through virtual and secure meetings. We draw on expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. As a fee-only and fiduciary financial firm, our team at Birchcreek Wealth Management is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice. Schedule a Call. We'll get to know each other, discuss how our process works, and review next steps.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
10100 Innovation Drive,
Suite 160,
Miamisburg,
OH
45342
Phone Number
877-208-7414
Office Location
7310 Turfway Road,
Suite 550,
Florence,KY 41042
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 61 | 30605 | $19,647,408,985 | A percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION) |
|
| 8 | 298 | $207,174,727 | A percentage of AUM, Fixed fees |
|
| 8 | 909 | $150,014,103 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
To find the best financial planner in Mason, OH for your needs, first, determine if you need help with retirement planning, investment management, tax management, debt management, or any other financial service. Look for advisors with certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA). Choose a top fiduciary financial advisor in Mason, OH, as fiduciaries are legally obligated to act in your best interest.
Next, compare financial advisor costs in Mason, OH, including flat fees, hourly rates, or asset-based fees. Search for client testimonials, online reviews, and referrals to assess the advisor's reputation. Use online platforms like WiserAdvisor to search for vetted financial advisors. Lastly, meet with potential advisors to discuss your financial goals, investment preferences, and risk tolerance before making a decision.
Choosing a top fiduciary financial advisor in Mason, OH offers several advantages. Fiduciary advisors are legally obligated to act in your best interest, ensuring unbiased recommendations and conflict-free advice. They typically use fee-only compensation models, eliminating conflicts of interest tied to commissions. They provide comprehensive services, including retirement, estate, and tax planning.
Additionally, fiduciaries prioritize suitable investment strategies rather than promoting proprietary products. They adhere to strict ethical and legal standards, offering greater protection for clients. You can rest assured that your financial well-being is a fiduciary's top priority.
When selecting a financial planner in Mason, OH, consider advisors with reputable certifications, such as:
A financial advisor in Mason, OH plays a crucial role in retirement planning and income distribution in several ways. They assess your future expenses, income sources, and lifestyle goals to determine your retirement savings target. They help you determine the optimal time to claim Social Security benefits to maximize your monthly income.
A top portfolio manager in Mason, OH creates and adjusts your investment portfolio to support long-term growth and income stability. They develop withdrawal plans to minimize taxes, using strategies such as Roth conversions and tax-loss harvesting. In addition, advisors guide you on managing pension distributions and evaluating annuity products based on your goals. The best financial planners in Mason, OH, can help you create a secure and tax-efficient retirement income plan.
The key differences between a financial advisor and a portfolio manager in Mason, OH, include:
A financial Advisor provides comprehensive financial planning services, including retirement, tax, estate, and insurance planning whereas a portfolio manager specializes in investment management, focusing on building and maintaining your investment portfolio.
While financial advisors work directly with clients to create personalized financial plans and provide ongoing support, portfolio managers, on the other hand, typically manage large investment portfolios and may have less direct client interaction.
Financial advisors charge flat fees, hourly rates, or AUM-based fees whereas portfolio managers often charge AUM-based fees (e.g., 1% of portfolio value) for investment management.
Financial advisors offer holistic financial guidance while portfolio managers focus on investment strategies and portfolio performance.
Financial advisors in Mason, OH stay on top of financial regulations by pursuing education courses to maintain certifications (e.g., CFP, CFA) and upgrade their skillset. They also attend industry conferences and seminars to stay informed on regulatory changes and industry trends.
In addition, they remain active members of organizations like the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA). Advisors also keep a tab on updates from the SEC, FINRA, and IRS to ensure compliance with the latest financial regulations and use regulatory platforms to stay compliant and monitor client portfolios effectively.
