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.

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.

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.

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.

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.

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.

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.

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.

Expand Financial, LLC, based out of Mansfield, OH, is a small investment advisory firm specializing in comprehensive financial planning and wealth management. With a team of four dedicated professionals, including three experienced investment advisors, they provide expert guidance and personalized solutions to meet their clients' financial goals. With an average of $45,340,000 in assets under management per investment advisor, Expand Financial's performance aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their clients. Currently, Expand Financial serves a diverse client base of over 110 individuals, managing a substantial portfolio of more than $931,897,000 in assets. Impressively, 95% of the assets they oversee are managed on a discretionary basis, indicating a high level of trust and confidence from their clients. Operating from three offices, Expand Financial has established a strong presence in Mansfield and surrounding areas. The firm boasts a team of dedicated professionals, including Quintan Kocher, Gregory Bakke, and Sheri Baker, who are among the longest-tenured advisors at the company. Their expertise and experience contribute to the firm's reputation for providing comprehensive and reliable financial advice. As a client-centric firm, Expand Financial, LLC takes pride in its commitment to delivering exceptional service, tailored investment strategies, and long-term financial success for their valued clients.

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.

Pinnacle Wealth Planning Services, Inc. is a local investment advisory firm based out of Mansfield, OH, with six offices serving clients throughout the region. With 25 dedicated employees, the firm boasts a team of 13 skilled investment advisors who provide comprehensive wealth planning services. These advisors collectively manage an average of $91,770,000 in assets per advisor, which falls in line with the industry average. Pinnacle Wealth Planning Services, Inc. prides itself on its diverse compensation structure, which includes various types such as a percentage of assets under management and fixed fees. This flexibility ensures that clients can choose the compensation model that best aligns with their unique financial goals. With over 520 individual clients, Pinnacle Wealth Planning Services, Inc. manages an impressive portfolio of assets valued at over $1,609,403,000. While the firm predominantly caters to high net worth individuals, they also have the expertise to manage employer funds if required. Notably, an overwhelming 99% of the assets they manage are discretionary, providing clients with a hands-off approach to investment management. The firm takes pride in its long-standing relationships, and several of its advisors, such as Keith Heichel, William Heichel, and Christopher Meek, have established themselves as some of the most trusted and tenured professionals in the industry. Pinnacle Wealth Planning Services, Inc. is committed to delivering personalized financial strategies, exceptional client service, and innovative solutions to help individuals and families achieve their long-term financial goals.