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Showing 1 - 12 of 38 results
HAMILTON CAPITAL, LLC
HAMILTON CAPITAL, LLC
Columbus, Ohio
50-99 employees
At Hamilton Capital, the bottom line is results matter. We seek to build, protect and compound wealth with your vision of the future in mind. Wealth in itself is usually not the destination. It’s simply the vehicle for something more meaningful. Our process to get you there requires careful planning and more importantly, high quality investment returns. Your best interests are at the core of what we do, and we take the time to understand you, your vision and the why behind it. As a Registered Investment Advisor, we are a fee-only, independent wealth and investment management firm. We are committed to operating under the fiduciary standard while maximizing transparency and maintaining compensation structures that are aligned with your success. We manage more than $2 billion in assets for individual and institutional clients nationwide, including rising young executives and professionals to wealthy families and foundations and retirement plans. Our team is nationally recognized, highly credentialed, and hand-selected for their knowledge and diverse experiences in finance, business, tax and investment management. They are also equipped to handle even the most complex family wealth structures. We believe your financial future requires constant reflection, evaluation and evolution. We utilize our distinctive and highly-sophisticated dynamic investment process to take full advantage of your portfolio’s compounding potential; striving to build high quality returns, protect capital in down markets and allow future returns to build on past results. From dynamic investment management and focused estate planning, to philanthropic initiatives that build wealth while advancing causes that are meaningful to you—our team knows your needs cannot be categorized into a one-size-fits-all model. Our goal is to help our clients achieve peace of mind about their finances and future. Visit our Important Disclosures for more information: https://bit.ly/2JPZFzX
Retirement Benefits Rank
Below Market
MEEDER INVESTMENT MANAGEMENT, INC.
MEEDER INVESTMENT MANAGEMENT, INC.
Dublin, Ohio
100-499 employees
Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $45 billion in assets under advisement. Meeder’s advisory and product suite is driven by our founding principle: provide investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, energetic, and want to make an impact on a thriving firm.
Retirement Benefits Rank
Market Leading
EVERHART ADVISORS
EVERHART ADVISORS
Dublin, Ohio
50-99 employees
Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals. Our firm is founded on integrity, passion and delivering the best possible outcomes for clients. Everhart Advisors offers 401(k) plan consulting, wealth management and tax planning with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida. For more information regarding our awards and recognitions visit: https://everhartadvisors.com/about-us/awards-and-recognitions/ Everhart Advisors is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Everhart Advisors and its representatives are properly licensed or exempt from licensure. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Everhart Advisors does not endorse, authorize or sponsor third party content, services, products or information. As a registered investment advisory firm, we are restricted from posting any form of testimonial related to our investment advisory services. Thus, LinkedIn recommendations and endorsements must be disabled. Everhart Advisors does not provide tax or legal advice. Posted comments may not be those of Everhart Advisors. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. Everhart Advisors do not solicit investment advisory endorsements via wall comments or the “like” function.
Retirement Benefits Rank
Market Leading
SUMMIT FINANCIAL STRATEGIES, INC.
SUMMIT FINANCIAL STRATEGIES, INC.
Columbus, Ohio
25-49 employees
Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country. We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.
Retirement Benefits Rank
Market Leading
CHADDOCK ENTERPRISES, LLC DBA ENVISAGE WEALTH
CHADDOCK ENTERPRISES, LLC DBA ENVISAGE WEALTH
Columbus, Ohio
50-99 employees
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wisdom Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. OSJ: 1000 Corporate Drive Suite 700, Ft Lauderdale FL 33334, (954) 938-8800. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wisdom Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. OSJ: 1000 Corporate Drive Suite 700, Ft Lauderdale FL 33334, (954) 938-8800. We have agents licensed to sell insurance in the following jurisdictions: FL, NY, NJ, CA, AR, AZ, CT, GA, IA, IL, KS, MD, MO, NC, NE, OH, OK, MA, MI, PA, SD, TN, TX, VA, WA, WV. We have agents licensed to sell securities in the following jurisdictions: FL, NY, NJ, CA. CALIFORNIA LICENSEES Anna L Borgman | CA Insurance License # 0K99381 | Domiciled in FL Michele B Friedlander | CA Insurance License # 0M12209 | Domiciled in FL We have agents licensed to sell securities in the following jurisdictions: FL, NY, NJ, CA. CALIFORNIA LICENSEES Anna L Borgman | CA Insurance License # 0K99381 | Domiciled in FL Michele B Friedlander | CA Insurance License # 0M12209 | Domiciled in FL
Retirement Benefits Rank
Market Competitive
PINNACLE WEALTH PLANNING SERVICES, INC.
PINNACLE WEALTH PLANNING SERVICES, INC.
Mansfield, Ohio
25-49 employees
Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Retirement Benefits Rank
Market Laggard
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ASG HOLDINGS, INC.
ASG HOLDINGS, INC.
Westerville, Ohio
All Size Average employees
ASG was originally founded in 1999 by Heinrich Dannhauser in South Africa as a diverse organisation involved in software development, management consulting, property development and more. In 2006, after great success in all the above areas, Heinrich decided to expand into the sports distribution industry. He did this with the establishment of ASG Sport Solutions (www.asgsport.co.za) and securing the exclusive agency for Rudy Project, Pinarello and Sidi in Southern Africa. In 2011 ASG International (www.asgint.com) was established as a strategic partnership between ASG Sport Solutions South Africa and italian bike bag company SCICON (www.sciconbags.com). Based in the north east of Italy (Mussolente, Veneto) ASG International is perfectly placed to conduct business in a wide range of sectors including cycling clothing Ftech (www.ftech.it), brands distribution, retail, events, travel and custom concepts. In 2016, the venture capital group Capitalworks, bought a stake in ASG, allowing the Group to rapidly expand its operations on a global scale. In 2017 ASG International expanded its operations to include specialised sport sponsorship, licensing and marketing services in the form of ASG Sport Management (www.asgsportmanagement.com) based in Montecarlo (Monaco). Later in 2017 ASG North America was formed. Ellsworth (www.ellsworthbikes.com) were introduced to the brand portfolio. ASG North America will assume the role of distribution for SCICON within the Usa.
Retirement Benefits Rank
Market Competitive
PRIMARY FINANCIAL COMPANY LLC
PRIMARY FINANCIAL COMPANY LLC
Dublin, Ohio
1-24 employees
Primary Financial is a financial cooperative owned by the nation’s corporate credit unions who in turn are owned by the majority of all 4,800+ credit unions nationally. Because of the inherent relationship we have with credit unions, no CD broker, underwriter or rate service can work with as many credit unions as Primary Financial. If a financial institution wants to raise CDs from credit unions or be in the credit union market, you need to create a relationship with Primary Financial.
Retirement Benefits Rank
Market Leading
WHITE OAK PARTNERS, LLC
WHITE OAK PARTNERS, LLC
New Albany, Ohio
50-99 employees
White Oak Partners is an experienced owner-operator specializing in institutional-quality multifamily housing. Based in Columbus, Ohio, White Oak has acquired over 18,500 multifamily units, with a market value of $4.3 billion, since inception under the direction of its leadership team, which averages over 25 years of experience. White Oak builds on the track record of its Founder, Michael J. Menzer, who owned and managed approximately 100,000 multifamily units in 47 states while building his prior multifamily firm, Paramount Financial Group, from 1987-2004. Investment strategies generally target core-plus and value-add multifamily communities in desirable suburban and infill locations of large secondary U.S. metropolitan statistical areas that have resilient economies and magnetic growth potential. Disclaimer: White Oak Partners does not approve or endorse any third party communications posted on their site.
Retirement Benefits Rank
Top Benefits
WALLER FINANCIAL PLANNING GROUP, INC.
WALLER FINANCIAL PLANNING GROUP, INC.
Columbus, Ohio
1-24 employees
Waller Financial Planning Group strives to provide holistic financial structure and long-term counsel to assist our clients in the pursuit of their desired Lifestyle & Legacy. It is with great pleasure and responsibility to serve as our clients'​ trusted advisor. These valued relationships are built upon unbiased advice, exemplary service and a shared passion for their financial independence.
Retirement Benefits Rank
Below Market
MWD CONSULTING, INC.
MWD CONSULTING, INC.
Worthington, Ohio
100-499 employees
Webdesign agency for small and middle sized companies from the Norway and the Netherlands.
Retirement Benefits Rank
Below Market
ASSET STRATEGIES GROUP
ASSET STRATEGIES GROUP
Westerville, Ohio
50-99 employees
The number one differentiator for any organization is the team behind the work. We believe in the abilities of a single, inspired individual. We believe in the power of an interconnected team of retail thinkers and creators to impact brands and bottom lines. We’re a team of streetwise data scientists and imagination makers. Savvy real estate facilitators, strategists, connectors, and big idea designers. But most importantly, we’re collaborators–strategic partners in our clients’ journey toward meaningful retail experiences.
Retirement Benefits Rank
Market Laggard