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.

Rebel Financial, LLC, a leading investment advisory firm, is making waves in the financial industry from its headquarters in Groveport, OH. With a strong commitment to delivering exceptional service, they have garnered a loyal clientele of over 370 individuals, entrusting them with a remarkable $248,504,000 in assets under management. Specializing in employer 401Ks and individual investments, Rebel Financial, LLC has established a solid reputation and possesses extensive experience in these areas. With a team of six highly skilled professionals, each dedicated to providing expert investment advisory services, Rebel Financial, LLC ensures personalized attention to every client. Their advisors boast an impressive average of $41,420,000 in assets under management per investment advisor, reflecting their proficiency and commitment to delivering superior results. Rebel Financial, LLC takes pride in their discretionary management approach, as 98% of the assets they oversee are under their discretionary control. This enables them to make informed investment decisions based on thorough research and analysis, ensuring optimal returns for their clients. In addition to their investment advisory services, Rebel Financial, LLC extends their expertise in accounting, offering comprehensive financial solutions to cater to their clients' diverse needs. Whether it's providing tax planning advice or managing complex financial statements, their accountants deliver accurate and reliable support. The firm's compensation structure is flexible and tailored to meet individual requirements, encompassing various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. This allows clients to choose a payment method that aligns with their preferences and financial goals. Rebel Financial, LLC is distinguished by its team of dedicated advisors, including the highly regarded Acie Clayborne, Jonathan Bailey, and Anthony Jones, who boast extensive tenure with the firm. Their unwavering commitment to client success and their ability to navigate the intricacies of the financial markets have made Rebel Financial, LLC a trusted partner for individuals seeking expert investment guidance.

Investment Partners Ltd is a leading investment advisory firm headquartered in New Philadelphia, OH, with five branch offices strategically located to serve clients efficiently. With a dedicated team of 19 professionals, they specialize in providing comprehensive investment advisory services to a diverse range of clients. Out of their talented staff, 11 individuals are solely focused on delivering personalized investment advice, ensuring that each client receives the highest level of attention and expertise. With an impressive average of approximately $215,470,000 in assets under management per investment advisor, Investment Partners Ltd surpasses the industry average, reflecting their ability to attract and retain high-value clients. Their compensation structure is designed to align the interests of the firm with their clients' goals, including performance-based fees that motivate the team to achieve exceptional investment outcomes. With over 710 individual clients, Investment Partners Ltd manages a substantial portfolio of over $580,186,000 in assets under management. Although 401K and individual accounts make up less than 30% of their managed assets, the firm possesses the capability to effectively handle employer funds. Notably, 99% of the assets under their management are discretionary, enabling Investment Partners Ltd to execute investment strategies on behalf of their clients with the necessary agility and autonomy. By leveraging their local presence, industry expertise, and commitment to personalized service, Investment Partners Ltd continues to build lasting partnerships with clients seeking expert investment advisory services in New Philadelphia and beyond.