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Home Retirement Planning United States Ohio

Top Retirement Planning Firms

Ratings Updated: April 1, 2026
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0 Leaders 12 Contenders

12 Companies

Country: United States
State: Ohio

List of the Top Retirement Planning Services

  • Dark Horse CPAs Logotype

    Not yet reviewed

    Verified
    $1,000+
    $300+ / hr
    50 - 249
    Zanesville, OH

    Services provided

    10% Financial Advising & Planning
    50% Accounting
    40% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    50% Retirement Planning
    50% Wealth & Asset Management

    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.

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    Zanesville, OH

    601 Underwood Street
    Zanesville, OH 43701

    10 - 15

    17404530371

    See All Locations (7)
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  • HORAN - Wealth Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Dublin, OH

    Services provided

    50% Financial Advising & Planning
    50% Insurance Services & Brokers

    Focus Areas

    50% Retirement Planning
    50% Wealth & Asset Management

    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 &

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  • Finalert Logotype

    5.0 1 review
    $5,000+
    $50 - $99 / hr
    10 - 49
    Bedford, OH

    Services provided

    10% Financial Advising & Planning
    15% Accounting
    15% Finance & Accounting Outsourcing (FAO) +6
    10% BI & Big Data Consulting & SI
    10% Back Office Outsourcing
    10% Business Consulting
    10% Compliance Consulting
    10% ERP Consulting and SI
    10% Fractional CFO Services

    Focus Areas

    15% Retirement Planning
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Securities Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Finalert 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.

    See all 1 projects

    Bedford, OH

    466 Northfield Road, Suite 201, Bedford, Ohio 44146
    Bedford, OH 44146

    10 - 15

    +1 (347) 535-4499

    See All Locations (2)
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  • VRC (Valuation Research Corporation) Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Cincinnati, OH

    Services provided

    20% Financial Advising & Planning
    80% Commercial Financing

    Focus Areas

    25% Retirement Planning
    50% Debt Consulting
    25% Wealth & Asset Management

    VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.

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    Cincinnati, OH

    312 Walnut Street, Suite 1700
    Cincinnati, OH 45202

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  • Personal Growth Network Consulting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toledo, OH

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    50% Retirement Planning
    50% Actuarial Services

    Commercial Financing and Financial Advising & Planning company Personal Growth Network Consulting is based in Toledo, Ohio. They provide Commercial Financing and Financial Advising & Planning.

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  • Baker & Associates CPAs LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Hamilton, OH

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    100% Retirement Planning

    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.

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  • Dakota Wealth Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Akron, OH

    Services provided

    20% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment +3
    10% Accounting
    10% Business Consulting
    10% Financial Consulting

    Focus Areas

    80% Retirement Planning
    20% Wealth & Asset Management

    Established in 2018, Dakota Wealth Management is a midsize Billings, Montana-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.

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    Akron, OH

    275 Springside Drive Suite 250
    Akron, OH 44333

    6 - 9

    (330) 598-2208

    See All Locations (3)
    View Profile
  • The Private Investment Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Dayton, OH

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Commercial Financing +2
    20% Funding & Investment
    20% Insurance Services & Brokers

    Focus Areas

    100% Retirement Planning

    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.

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  • Fort Washington Investment Advisors, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Cincinnati, OH

    Services provided

    30% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment +1
    20% Insurance Services & Brokers

    Focus Areas

    50% Retirement Planning
    50% Wealth & Asset Management

    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.

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  • Equity Trust Company Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Westlake, OH

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment

    Focus Areas

    50% Retirement Planning
    50% Debt Consulting

    Equity Trust Company is a Commercial Financing company established in 1974. The agency provides Commercial Financing and Funding & Investment.

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    Westlake, OH

    1 Equity Way
    Westlake, OH 44145

    31 - 40

    440-323-5491

    See All Locations (2)
    View Profile
  • Buckingham Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Westerville, OH

    Services provided

    30% Financial Advising & Planning
    30% Accounting
    20% Financial Consulting +2
    10% Business Consulting
    10% Funding & Investment

    Focus Areas

    40% Retirement Planning
    60% Wealth & Asset Management

    Buckingham Advisors is a small Westerville, Ohio-based Accounting company. Their services include Accounting and Financial Advising & Planning.

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  • Rea Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New Philadelphia, OH

    Services provided

    15% Financial Advising & Planning
    20% IT Strategy Consulting
    15% Accounting +4
    15% Business Valuation Services
    15% IT Managed Services
    10% Business Continuity Management
    10% Cybersecurity

    Focus Areas

    100% Retirement Planning

    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.

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List of the Top Retirement Planning Services

  1. Dark Horse CPAs Logotype

    Dark Horse CPAs

    $1,000+
    $300+ / hr
    50 - 249
    Zanesville, OH

    Ability to deliver

    8.7/40.0
    0/20 Reviews
    3.7/10 Clients & Experience
    5/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    50% Retirement Planning
    90% Other
    View Profile Visit Website
  2. HORAN - Wealth Management Logotype

    HORAN - Wealth Management

    Undisclosed
    Undisclosed
    50 - 249
    Dublin, OH

    Ability to deliver

    7.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    7.6/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Retirement Planning
    50% Other
    View Profile Visit Website
  3. Finalert Logotype

    Finalert

    $5,000+
    $50 - $99 / hr
    10 - 49
    Bedford, OH

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    15% Retirement Planning
    90% Other
    View Profile Visit Website
  4. VRC (Valuation Research Corporation) Logotype

    VRC (Valuation Research Corporation)

    Undisclosed
    Undisclosed
    50 - 249
    Cincinnati, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    25% Retirement Planning
    80% Other
    View Profile Visit Website
  5. Personal Growth Network Consulting Logotype

    Personal Growth Network Consulting

    Undisclosed
    Undisclosed
    2 - 9
    Toledo, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Retirement Planning
    50% Other
    View Profile Visit Website
  6. Baker & Associates CPAs LLC Logotype

    Baker & Associates CPAs LLC

    Undisclosed
    Undisclosed
    2 - 9
    Hamilton, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Retirement Planning
    50% Other
    View Profile Visit Website
  7. Dakota Wealth Management Logotype

    Dakota Wealth Management

    Undisclosed
    Undisclosed
    50 - 249
    Akron, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Retirement Planning
    80% Other
    View Profile Visit Website
  8. The Private Investment Group Logotype

    The Private Investment Group

    Undisclosed
    Undisclosed
    2 - 9
    Dayton, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Retirement Planning
    80% Other
    View Profile Visit Website
  9. Fort Washington Investment Advisors, Inc. Logotype

    Fort Washington Investment Advisors, Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Cincinnati, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    50% Retirement Planning
    70% Other
    View Profile Visit Website
  10. Equity Trust Company Logotype

    Equity Trust Company

    Undisclosed
    Undisclosed
    250 - 999
    Westlake, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    50% Retirement Planning
    70% Other
    View Profile Visit Website
  11. Buckingham Advisors Logotype

    Buckingham Advisors

    Undisclosed
    Undisclosed
    10 - 49
    Westerville, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    40% Retirement Planning
    70% Other
    View Profile Visit Website
  12. Rea Logotype

    Rea

    Undisclosed
    Undisclosed
    250 - 999
    New Philadelphia, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    100% Retirement Planning
    85% Other
    View Profile Visit Website

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