Wealth Management Firms Dayton OH

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Dayton, OH. We have compiled a list of businesses and services around Dayton, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Douglas Kinsey
Artifex Financial Group, LLC
(937) 660-8311
2305 Far Hills Avenue
Oakwood, OH
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Tax Planning, Insurance Related Issues, including Annuities, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, AIF, AIFA, CDFA, CFP®

Tyrone Phillippi
LifePlan Financial Group, Inc.
(937) 438-8000
10050 Innovation Drive
Dayton, OH
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CSA

Ms. Suzanne E. Pate, CFP®
(937) 229-3726
300 College Park
Dayton, OH
Firm
University of Dayton

Data Provided By:
Mr. Geoffrey A. Merl, CFP®
(937) 226-6567
110 N Main St Ste 1600
Dayton, OH
Firm
UBS Financial Services, Inc.

Data Provided By:
Mr. Dennis A. Riesley, CFP®
(937) 226-2302
6 N MAIN ST
DAYTON, OH
Firm
PNC Investments
Areas of Specialization
Asset Allocation, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000



Data Provided By:
Allen Osgood
Financial Freedom, LLC
(937) 458-3661
2661 Commons Boulevard
Beavercreek, OH
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Dan Hypes
LifePlan Financial Group, Inc.
(937) 438-8000
10050 Innovation Drive
Dayton, OH
Expertises
Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Women's Financial Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John C. Girvin, CFP®
(937) 938-6162
2305 Far Hills Ave Ste 206
Dayton, OH
Firm
Artifex Financial Group

Data Provided By:
Ms. Sangphet Hanvanich, CFP®
(937) 478-6957
2555 S. Dixie Drive, Suite 202
Kettering, OH
Firm
Hanvanich Financial LLC

Data Provided By:
Todd N. Nuss, CFP®
(937) 223-4038
110 N. Main St.
Dayton, OH
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874