Spreng Capital Management, Inc., based out of Bucyrus, OH, is a small investment advisory firm that has gained a strong reputation for its expertise and commitment to its clients. With over 790 individual clients and a remarkable $201,987,000 in assets under management, the firm has demonstrated its ability to deliver effective financial solutions. With a focus on employer 401Ks and individual accounts, Spreng Capital Management, Inc. possesses extensive experience in managing these types of assets. All of their assets under management are handled with discretion, ensuring the utmost confidentiality and trust for their clients. Comprised of three dedicated employees, including two registered advisors, Spreng Capital Management, Inc. offers personalized and tailored investment advisory services. Their compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges. James Spreng and Thomas Brown, two highly experienced registered advisors, have contributed significantly to the success of the firm. Their long tenure reflects their commitment to providing exceptional service and building long-term relationships with clients. With an average of approximately $100,990,000 in assets under management per investment advisor, Spreng Capital Management, Inc. aligns with the industry average. This demonstrates their ability to handle a substantial portfolio while maintaining a high standard of service. Overall, Spreng Capital Management, Inc. has established itself as a trusted partner for individuals and employers seeking comprehensive investment advisory services. With a client-centric approach and a track record of success, the firm continues to grow and thrive in the financial industry.

Whitcomb & Hess, Inc., a reputable investment advisory firm headquartered in Ashland, OH, specializes in offering comprehensive financial services to a diverse range of clients. With a team of 29 talented professionals, including eight dedicated investment advisors, they possess the expertise to handle a vast portfolio of assets. Each investment advisor manages an average of approximately $43,310,000 in assets under management, demonstrating their competence in wealth management. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges, ensuring that clients can select a payment method that suits their preferences. With a substantial client base of over 1,180 individuals, Whitcomb & Hess manages an impressive $297,010,000 in assets under management. Notably, they excel in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. This solid experience makes them a trusted partner in retirement planning and personal investment strategies. As a comprehensive financial service provider, Whitcomb & Hess, Inc. also offers insurance brokerage services and has an in-house team of skilled accountants. Their extensive range of expertise allows them to deliver a holistic approach to clients' financial needs. With a focus on discretionary management, the firm boasts an impressive 89% of assets under management being handled in a discretionary manner, showcasing their commitment to delivering tailored solutions. Whitcomb & Hess, Inc. operates from its Ashland, OH headquarters and prides itself on its local presence. The firm's success is attributed, in part, to the extensive knowledge and experience of its longest-tenured advisors, including James Hess, Tracy Wells, and Aaron Bates. With a single office location, they maintain close relationships with their clients, ensuring personalized and attentive service.

Swisher Financial Concepts, Inc. is a reputable small investment advisory firm located in Westerville, Ohio. With a team of 7 dedicated professionals, they offer a range of financial services to meet the diverse needs of their clients. Four of their employees specialize in providing top-notch investment advisory services, collectively managing an average of $52,410,000 in assets per advisor. As a firm, Swisher Financial Concepts, Inc. prides itself on its solid compensation structure, which includes various types such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose the payment method that aligns with their preferences and financial goals. The firm boasts an impressive client base, serving over 500 individual clients who entrust them with a substantial amount of assets under management, totaling over $183,473,000. Notably, approximately half of these assets are derived from employer 401Ks and individual investments, reflecting Swisher Financial Concepts, Inc.'s extensive experience in this space. With a remarkable 51% of the assets they manage being discretionary, the firm has demonstrated its expertise in guiding clients through investment decisions and crafting tailored strategies to maximize their returns. In addition to investment advisory services, Swisher Financial Concepts, Inc. also provides insurance brokerage and accounting services, further enhancing their comprehensive financial solutions. Operating out of three conveniently located offices, the firm has established a strong presence in the Westerville community. Notably, Swisher Financial Concepts, Inc. boasts a team of seasoned advisors, including Brett Vandervort, Daniel Wolford, and Michael Henn, who have contributed significantly to the firm's long-standing success and reputation.

Lighthouse Wealth Management, Inc., based in Ashland, OH, is a small investment advisory firm dedicated to helping clients achieve their financial goals. With a team of 5 professionals, 4 of whom specialize in investment advisory services, they provide personalized guidance and support to individuals and employers. Their average assets under management per investment advisor amount to approximately $38,210,000, reflecting their expertise and commitment to delivering quality service. Lighthouse Wealth Management, Inc. has established itself as a trusted partner in managing clients' financial portfolios. Their compensation structure offers flexibility, including a percentage of assets under management and hourly charges, ensuring transparency and alignment of interests with their clients. Notably, Lighthouse Wealth Management, Inc. has extensive experience in managing employer 401Ks and individual investments, accounting for around half of their assets under management. With a strong track record in this area, they provide valuable insights and strategies tailored to the unique needs of their clients. In addition to investment advisory services, Lighthouse Wealth Management, Inc. offers insurance brokering or agent services and collaborates with an accountant or accounting firm. This comprehensive approach enables clients to benefit from a holistic financial management experience under one roof. With over 300 individual clients and assets under management totaling over $152,836,000, Lighthouse Wealth Management, Inc. has built a substantial client base and manages all assets on a discretionary basis. The firm's success is further bolstered by the expertise and dedication of advisors such as Christopher Bevington, Gregory Emmons, and Timothy Rowsey, who have been with the company for many years, ensuring continuity and deep industry knowledge.

Your Financial Pharmacist Planning, a local investment advisory firm headquartered in New Albany, OH, specializes in providing comprehensive financial planning services. With a dedicated team of 14 professionals, including six experienced investment advisors, they are committed to helping their clients achieve their financial goals. Boasting an impressive average of $2,780,000 in assets under management per investment advisor, Your Financial Pharmacist Planning offers a range of compensation structures to suit individual needs. Their services include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexible options for their diverse clientele. What sets Your Financial Pharmacist Planning apart is their expertise in managing employer 401K plans, making them an ideal choice for businesses and their employees seeking reliable investment management. In fact, over 80% of their assets under management are derived from employer 401Ks and individual accounts. With an impressive portfolio of over 220 individual clients and assets under management exceeding $16,651,000, Your Financial Pharmacist Planning has built a reputation for delivering personalized, top-notch financial advice. The firm takes pride in its team of seasoned advisors, including Christina Slavonik, Timothy Baker, and Kelly Reddy-Heffner, who have demonstrated their commitment to client success over their long tenures. At Your Financial Pharmacist Planning, 100% of the assets they manage are discretionary, allowing clients to trust in their expertise and decision-making abilities. Whether clients are planning for retirement, managing investments, or seeking overall financial guidance, Your Financial Pharmacist Planning is dedicated to providing exceptional service and customized solutions tailored to individual needs.

Whitaker-Myers Wealth Managers, Ltd., a reputable local investment advisory firm headquartered in Mansfield, OH, holds an impressive track record in managing assets for over 2,330 individual clients. With a staggering $313,281,000 in assets under management, the firm has established itself as a trusted partner in helping clients achieve their financial goals. Specializing in employer 401Ks and individual investments, Whitaker-Myers Wealth Managers, Ltd. possesses extensive expertise in this space, managing approximately half of their assets under management in these areas. A significant portion, 62% to be precise, of the assets they oversee are discretionary, providing clients with the flexibility and peace of mind to navigate the ever-changing investment landscape. The firm's compensation structure is designed to cater to diverse client needs, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures a tailored approach that aligns with each client's unique requirements. Comprising a total of 17 employees, with 10 dedicated to providing expert investment advisory services, Whitaker-Myers Wealth Managers, Ltd. boasts a team of experienced professionals. Among the firm's longest-tenured advisors are Amanda Sharratt, Matthew Harris, and John-Mark Young, who bring a wealth of knowledge and insight to their clients' portfolios. With an average of approximately $31,330,000 in assets under management per investment advisor, Whitaker-Myers Wealth Managers, Ltd. demonstrates a commitment to personalized service and diligent wealth management strategies. Operating from 20 offices, they are well-positioned to serve clients in Mansfield, OH, and beyond, empowering individuals to make informed financial decisions and pursue their long-term financial aspirations.

Jericho Financial is a small investment advisory firm based out of Westerville, OH, with a strong track record in managing assets for over 300 individual clients. With over $127,217,000 in assets under management, Jericho Financial is dedicated to providing personalized financial solutions. Their expertise lies in employer 401Ks and individual investments, making up approximately half of their managed assets. Clients trust Jericho Financial's experienced team to handle 100% of their assets on a discretionary basis. Comprising three dedicated employees, Jericho Financial offers comprehensive investment advisory services. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm averages an impressive $42,410,000 in assets under management per investment advisor, demonstrating their commitment to delivering exceptional service to each client. Mark Faubel and Ryan Bosler are two of the longest tenured registered advisors at Jericho Financial. Their extensive knowledge and experience contribute to the firm's reputation as a trusted partner in wealth management. Whether clients seek guidance for retirement planning, portfolio diversification, or other financial goals, Jericho Financial offers personalized strategies tailored to individual needs. Located in Westerville, OH, Jericho Financial is proud to serve their local community and beyond. By building long-lasting relationships with their clients, the firm strives to help individuals achieve their financial aspirations. With a focus on exceptional service and a client-centric approach, Jericho Financial continues to grow and provide effective investment advisory services to individuals seeking financial security and success.

Wealthbridge Capital Management, LLC is a distinguished investment advisory firm located in Westerville, OH. With a team of six talented professionals, including three dedicated investment advisors, they provide comprehensive financial solutions to a diverse clientele. The firm boasts an impressive average of $150,320,000 in assets under management per investment advisor, surpassing industry standards. At Wealthbridge Capital Management, LLC, their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. With over 280 individual clients and a staggering $410,562,000 in assets under management, the firm primarily serves high net worth individuals. Although 401K and individual accounts constitute less than 30% of their managed assets, they possess the expertise and capability to oversee employer funds. As a testament to their commitment and expertise, Wealthbridge Capital Management, LLC manages all assets under their purview on a discretionary basis. With two offices, the firm has established a strong presence in the Westerville area. Notably, the company takes pride in its team of highly experienced advisors, including the longest-tenured professionals Shawn Arseneau, Ryan Dunlap, and Robert Faulkner. Wealthbridge Capital Management, LLC distinguishes itself through its exceptional asset management capabilities, impressive client base, and dedication to delivering tailored financial solutions. With a solid track record and a commitment to client success, the firm continues to solidify its position as a trusted partner in wealth management.

Livelsberger Financial Advisory, headquartered in Ashland, OH, is a distinguished investment advisory firm serving clients with expertise and integrity. With a strong presence in the industry, they have established themselves as a trusted partner for individuals and employer 401Ks alike. With one office, Livelsberger Financial Advisory operates with a team of five dedicated professionals, including Lynn Livelsberger, one of the longest tenured registered advisors who has been with the firm since 2017. Livelsberger Financial Advisory boasts an impressive average of approximately $160,040,000 in assets under management per investment advisor, surpassing the industry average. This success is attributed to their comprehensive compensation structure, which includes a percentage of assets under management, hourly charges, and commissions. The firm's expertise in managing discretionary assets is evident as they oversee a remarkable 96% of the assets they manage. This remarkable track record speaks to their commitment to delivering tailored investment strategies that align with their clients' objectives. In addition to their investment advisory services, Livelsberger Financial Advisory also excels as an insurance broker or agent. Their diverse range of offerings positions them as a one-stop solution for clients seeking comprehensive financial guidance. With over 550 individual clients and more than $160,044,000 in assets under management, Livelsberger Financial Advisory has earned a stellar reputation in the industry. Their commitment to personalized service and their ability to consistently exceed client expectations have solidified their position as a leader in the financial advisory sector.

First Mason Financial, LLC, a small investment advisory firm based out of Medina, OH, is dedicated to providing comprehensive financial services to its clients. With a team of three talented professionals, they strive to offer personalized investment strategies and wealth management solutions. One of the firm's key strengths lies in their expertise in managing employer 401Ks and individual accounts, which make up approximately half of their impressive $148,125,000 in assets under management. Their extensive experience in this space has solidified their reputation as a trusted advisor within the industry. First Mason Financial, LLC takes pride in their commitment to delivering exceptional service and building long-lasting client relationships. Their compensation structure is flexible and includes various options, such as a percentage of assets under management, hourly charges, and fixed fees. This versatility ensures that clients can choose a payment method that aligns with their individual needs and preferences. With an average of $77,350,000 in assets under management per investment advisor, First Mason Financial, LLC performs at par with the industry average. Furthermore, all of the assets they manage are under their discretion, allowing them to make informed investment decisions on behalf of their clients. Daniel Mason, one of the registered advisors at First Mason Financial, LLC, has been with the firm since 2022, bringing a wealth of experience and expertise to the team. Their dedication to staying abreast of market trends and providing tailored financial guidance positions them as a reliable partner in helping clients achieve their financial goals.

Great Lakes Retirement, Inc. is a highly reputable local investment advisory firm based out of Sandusky, Ohio, with four offices. With over 1,300 individual clients and a staggering $624,938,000 in assets under management, they have established themselves as a trusted partner in helping individuals plan for a secure retirement. As an experienced insurance broker or agent, Great Lakes Retirement, Inc. offers comprehensive services to cater to the diverse needs of their clients. They have proven expertise in managing employer 401Ks and individual assets, with approximately half of their assets under management coming from these sources. Impressively, 92% of the assets they oversee are discretionary, showcasing their clients' trust in their decision-making abilities. Great Lakes Retirement, Inc. has a varied compensation structure, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' interests. With a team of ten dedicated employees, all of whom provide investment advisory services, they maintain a high level of personalized attention for each client. On average, their investment advisors manage approximately $62,490,000 in assets, which is in line with industry standards. The firm takes pride in its long-tenured advisors, including Andrew Toccaceli, Jarrett Lang, and William Smith. Their expertise and commitment to client satisfaction have played a crucial role in Great Lakes Retirement, Inc.'s success. With a proven track record, substantial assets under management, and a strong focus on client service, Great Lakes Retirement, Inc. is poised to continue assisting individuals in achieving their retirement goals while ensuring financial security for years to come.

Shaffer Capital, a small investment advisory firm based out of Westerville, OH, is dedicated to providing expert financial guidance to individuals and employer 401K plans. With one office, their team of six highly skilled professionals includes two investment advisors specializing in personalized investment strategies. Shaffer Capital manages an average of $65,910,000 in assets per investment advisor, aligning with industry standards. The firm's compensation structure offers flexibility, encompassing various options such as a percentage of assets under management, fixed fees, and hourly charges. They excel in managing assets from both employer 401Ks and individual clients, constituting approximately half of their total assets under management. This experience has positioned Shaffer Capital as a trusted partner in the retirement planning space. Shaffer Capital prides itself on its discretionary management approach, enabling them to make informed investment decisions on behalf of their clients. Currently, they oversee a diverse portfolio totaling over $131,811,000 in assets under management, serving a broad client base of more than 130 individuals. Matthew Shaffer and Evan Ingram, two seasoned registered advisors, have been instrumental in the firm's long-standing success. Their extensive expertise and commitment to client satisfaction have solidified Shaffer Capital's reputation as a reputable and reliable investment advisory firm. With their unwavering dedication to delivering tailored financial strategies and their exceptional track record, Shaffer Capital continues to assist clients in achieving their financial goals with confidence and peace of mind.