Top Strategic Financial Planning Firms in Ohio
-
$1,000+$300+ / hr50 - 249Zanesville, OH
Services provided
Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
Read more -
UndisclosedUndisclosed50 - 249Dublin, OH
Services provided
HORAN - Wealth Management is a Financial Advising & Planning and Insurance Services & Brokers company based in Dublin, Ohio. They offer Financial Advising & Planning and Insurance Services &
Read more -
$1,000+$150 - $199 / hr2 - 9Westerville, OH
Services provided
VBCG is a small IT strategy consulting company. Founded in 2023, the team provides IT strategy consulting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Powell, OH
Services provided
See all 2 projectsAcclarity is a financial consulting firm specializing in KPI reporting, interim accounting support, and ad hoc financial consulting. Positive feedback is prevalent, with approximately 100% of reviewers praising their effective use of technology and data analytics. Clients commend their responsiveness and ability to deliver accurate, timely data that aids in strategic decision-making.
-
$5,000+$50 - $99 / hr10 - 49Bedford, OH
Services provided
See all 1 projectsFinalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.
-
UndisclosedUndisclosed10 - 49East Liverpool, OH
Services provided
MyFranchise Bookkeeper is a Finance & Accounting Outsourcing (FAO) company established in 2024. The small team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed250 - 999Westlake, OH
Services provided
Equity Trust Company is a Commercial Financing company established in 1974. The agency provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Elyria, OH
Services provided
Headquartered in Elyria, Ohio, Levis Seguin CPAs is a small Accounting and Financial Advising & Planning company. The team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Cleveland, OH
Services provided
Cyprium Partners is a Financial Advising & Planning company. They were established in 2011, and their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Powell, OH
Services provided
Launched in 2003, Fillmore Capital Partners is a Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Kent, OH
Services provided
Young & Associates, Inc. Is a small Financial Advising & Planning company. They offer Financial Advising & Planning and Application Testing and were launched in 1978.
Read more -
UndisclosedUndisclosed2 - 9Toledo, OH
Services provided
Commercial Financing and Financial Advising & Planning company Personal Growth Network Consulting is based in Toledo, Ohio. They provide Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
Riston Financial Service Group is an Accounting and Financial Advising & Planning company headquartered in Cincinnati, Ohio. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Hamilton, OH
Services provided
Launched in 1974, Baker & Associates CPAs LLC is a small Accounting and Financial Advising & Planning company. Their team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
Financial Advising & Planning company Hauser Private Equity was founded in 2008. The agency specializes in Financial Advising & Planning and Commercial Financing, and is small.
Read more -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
Queen City Capital Management, LLC is a Financial Advising & Planning company headquartered in Cincinnati, Ohio. They offer Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Beachwood, OH
Services provided
MCM Capital Partners, a small Financial Advising & Planning company, is based in Beachwood, Ohio. The team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Columbus, OH
Services provided
Established in 1999, Rockbridge Capital, LLC is a Commercial Financing company. The team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Cincinnati, OH
Services provided
Fort Washington Investment Advisors, Inc., a Financial Advising & Planning company, was founded in 1990. The midsize team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Fairlawn, OH
Services provided
Launched in 1995, The Reserve Group is a small Fairlawn, Ohio-based Commercial Financing company. Their team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Westerville, OH
Services provided
Buckingham Advisors is a small Westerville, Ohio-based Accounting company. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Blue Ash, OH
Services provided
Launched in 1990, Cassady Schiller CPAs & Advisors, a midsize Business Consulting company, is located in Blue Ash, Ohio. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed250 - 999New Philadelphia, OH
Services provided
Rea is an IT strategy consulting company. In New Philadelphia, Ohio, the agency was launched in 1938. Their team offers IT strategy consulting and IT managed services.
Read more -
UndisclosedUndisclosed2 - 9Cleveland, OH
Services provided
League Park Advisors is a Commercial Financing company. Founded in 2010, the team specializes in Commercial Financing and Financial Advising & Planning. The company is located in Cleveland, Ohio.
Read more -
UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
Tri-W Group is a Commercial Financing company. The Columbus, Ohio-based company was founded in 1912. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Chagrin Falls, OH
Services provided
The REvision Group is a Financial Advising & Planning company launched in 2010. Headquartered in Chagrin Falls, Ohio, the team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Elyria, OH
Services provided
Radachi and Company is a Business Consulting company. They focus on Business Consulting and Commercial Financing and are located in Elyria, Ohio.
Read more -
UndisclosedUndisclosed10 - 49Toledo, OH
Services provided
ProBank Education Services Powered By FORVIS, a Corporate Training & Coaching company, is based in Toledo, Ohio. The team specializes in Corporate Training & Coaching and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Highland Heights, OH
Services provided
Commercial Development company Smartland was founded in 2008. The midsize team offers Commercial Development and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
Commercial Brokerage Services company Capital Real Estate Partners, LLC focuses on Commercial Brokerage Services and Commercial Property Management. They are headquartered in Cincinnati, Ohio.
Read more -
UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
In Columbus, Ohio, RiverWest Partners is a Commercial Financing company. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
Footprint Capital, a Commercial Financing company, was launched in 2022. Based in Columbus, Ohio, the team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Cleveland, OH
Services provided
Commercial Financing company Elvisridge Capital specializes in Commercial Financing and Funding & Investment. They are based in Cleveland, Ohio.
Read more -
UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
The Private Investment Group is a Commercial Financing company. The small Dayton, Ohio-based team focuses on Commercial Financing and Accounting. The company was established in 2014.
Read more -
UndisclosedUndisclosed2 - 9Fairlawn, OH
Services provided
Small IT managed services company W3 Global Accounting, is based in Fairlawn, Ohio and Worthington, Ohio. Their services include IT managed services and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Beachwood, OH
Services provided
INSIGHT2PROFIT is a Business Consulting company. The firm is headquartered in Beachwood, Ohio and Chicago, Illinois. Their team specializes in Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Elyria, OH
Services provided
John A Giovannazzo CPA, a small Accounting and Financial Advising & Planning company, is headquartered in Elyria, Ohio. The team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Cleveland, OH
Services provided
MarshBerry is a Business Consulting company. Their midsize team is in Cleveland, Ohio. Their services include Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Akron, OH
Services provided
Established in 2018, Dakota Wealth Management is a midsize Billings, Montana-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Elyria, OH
Services provided
BILLINGS & COMPANY CPAs is an Accounting company located in Elyria, Ohio. They offer Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Cincinnati, OH
Services provided
ThinkWare, a small Application Management & Support company, is located in Cincinnati, Ohio. Their services include Application Management & Support and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Cincinnati, OH
Services provided
VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999Dublin, OH
Services provided
Manning & Napier is a Business Consulting company headquartered in Fairport, New York and Dublin, Ohio. They focus on Business Consulting and Financial Advising & Planning and were founded in 1970.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top Ohio Strategic Financial Planners
-
UndisclosedUndisclosed50 - 249Dublin, OH
Ability to deliver
7.6/40.00/20 Reviews0/10 Clients & Experience7.6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$300+ / hr50 - 249Zanesville, OH
Ability to deliver
8.7/40.00/20 Reviews3.7/10 Clients & Experience5/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+$150 - $199 / hr2 - 9Westerville, OH
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed50 - 249Powell, OH
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$5,000+$50 - $99 / hr10 - 49Bedford, OH
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49East Liverpool, OH
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
UndisclosedUndisclosed250 - 999Westlake, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed10 - 49Elyria, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Cleveland, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Powell, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Kent, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Toledo, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Hamilton, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other