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Find Retirement Advisors for Retirement Planning in Dayton, Ohio

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Dayton, Ohio

Last Updated - April 25, 2025

Dayton has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Dayton, Ohio have an average of 29 years of experience.

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List of Qualified Retirement Planning Advisors in Dayton, Ohio

VERIFIED

Doug Kinsey
CFP^®, CIMA^®, AIF^®
Artifex Financial Group, LLC

Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65

Minimum Assets Required
$1,000,000

Address

2305 Far Hills Avenue,
Suite 206,
Dayton, OH 45419 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

Birchcreek Wealth Management

Qualifications
CRD# 5169351
Firm CRD# 304207

Minimum Assets Required
$500,000

Address

2955 Exchange Place Blvd,
Miamisburg, OH 45342 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Rick Scheeler
CLTC^®, CASL^®, CFP^®, MSFS, RICP^®, AEP^®, CLU^®, ChSNC^®, CAP^®, CKA^®, ChFC^®
Scheeler Financial Group

Qualifications
CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66

Minimum Assets Required
$500,000

Address

9078 Union Centre Blvd, Suite 202,
West Chester, OH 45069 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP^®, Accredited Investment Fiduciary® (AIF)
Total Wealth Planning

Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)

Minimum Assets Required
$5,000

Address

4665 Cornell Rd,
Suite 160,
Cincinnati, OH 45241 See Details

Advisory Services:

Financial Advice & Consulting

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

Retirement Corporation of America
AWMA^®, CFP^®, CRPS^®, CRPC^®, APMA^®

Qualifications
CRD# 6315979
Firm CRD# 283816
Series 63, 65

Minimum Assets Required
$100,000

Address

10300 Alliance Road, Site 100,
Cincinnati, OH 45242 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Journey Advisory Group
CPA, CFP^®, CMT^®, CFA^®

Qualifications
CRD# 7844143
Firm CRD# 171919
Series 7, 65, 66

Minimum Assets Required
Not Specified

Address

50 E. Rivercenter Blvd,
Suite 301,
Covington, KY 41011 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

Top 10 Retirement Planning firms in Dayton, Ohio (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	7777 Washington Village Drive, Suite 280 Dayton, OH, 45459	$4,328,922,124	15730	28	A percentage of AUM
2	6856 Loop Road, Dayton, OH, 45459	$910,992,747	3190	14	A percentage of AUM, Hourly charges, Fixed fees
3	7777 Washington Village Dr., Suite 120 Dayton, OH, 45459	$456,465,927	377	5	A percentage of AUM, Hourly charges, Fixed fees
4	476 Windsor Park Dr., Dayton, OH, 45459-4111	$456,055,482	35	3	A percentage of AUM, Fixed fees
5	35 Park Avenue, Dayton, OH, 45419	$260,617,801	387	10	A percentage of AUM, Hourly charges, Fixed fees
6	2500 Stratacache Tower, 40 N Main St. Dayton, OH, 45423	$245,683,085	205	6	A percentage of AUM, Hourly charges, Fixed fees
7	8111 Timberlodge Trail, Dayton, OH, 45458-2103	$199,402,874	707	6	A percentage of AUM, Hourly charges, Fixed fees
8	3066 Kettering Blvd, Dayton, OH, 45439	$141,133,143	285	1	A percentage of AUM, Hourly charges, Fixed fees
9	245 Thruston Blvd. West, Dayton, OH, 45419	$0	0	5	Fixed fees
10	6856 Loop Rd., Dayton, OH, 45459	$0	0	13	Hourly charges, Fixed fees, Other (VARYING FEES FOR SEMINARS AND EDUCATIONAL WORKSHOPS)

Information on Top Retirement Planning firms in Dayton, Ohio

BEACON CAPITAL MANAGEMENT, INC.

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QualificationsFirm CRD# 120641

Assets Under Management $4,328,922,124

No. Of Clients15730

Clients Per Financial Advisor562

BEACON CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Dayton, Ohio. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15730 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

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BUCKINGHAM CAPITAL MANAGEMENT, INC.

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QualificationsFirm CRD# 117984

Assets Under Management $910,992,747

No. Of Clients3190

Clients Per Financial Advisor228

BUCKINGHAM CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Dayton, Ohio. With a nearly $911M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3190 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 292661

Assets Under Management $456,465,927

No. Of Clients377

Clients Per Financial Advisor75

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC is a financial advisory firm situated in Dayton, Ohio. With a nearly $456M assets under management, the firm specializes in crafting personalized retirement planning solutions for 377 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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DOVER PARTNERS INC

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QualificationsFirm CRD# 105133

Assets Under Management $456,055,482

No. Of Clients35

Clients Per Financial Advisor12

DOVER PARTNERS INC is a financial advisory firm situated in Dayton, Ohio. With a nearly $456M assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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JESSUP WEALTH MANAGEMENT

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QualificationsFirm CRD# 323035

Assets Under Management $260,617,801

No. Of Clients387

Clients Per Financial Advisor39

JESSUP WEALTH MANAGEMENT is a financial advisory firm situated in Dayton, Ohio. With a nearly $261M assets under management, the firm specializes in crafting personalized retirement planning solutions for 387 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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ANDERSON FINANCIAL STRATEGIES, LLC

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QualificationsFirm CRD# 290343

Assets Under Management $245,683,085

No. Of Clients205

Clients Per Financial Advisor34

ANDERSON FINANCIAL STRATEGIES, LLC is a financial advisory firm situated in Dayton, Ohio. With a nearly $246M assets under management, the firm specializes in crafting personalized retirement planning solutions for 205 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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TUDOR FINANCIAL, INC.

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QualificationsFirm CRD# 121495

Assets Under Management $199,402,874

No. Of Clients707

Clients Per Financial Advisor118

TUDOR FINANCIAL, INC. is a financial advisory firm situated in Dayton, Ohio. With a nearly $199M assets under management, the firm specializes in crafting personalized retirement planning solutions for 707 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

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MONETARY SOLUTIONS, LTD.

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QualificationsFirm CRD# 121217

Assets Under Management $141,133,143

No. Of Clients285

Clients Per Financial Advisor285

MONETARY SOLUTIONS, LTD. is a financial advisory firm situated in Dayton, Ohio. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 285 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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INVESTABLE

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QualificationsFirm CRD# 333290

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

INVESTABLE is a financial advisory firm situated in Dayton, Ohio. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses

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BUCKINGHAM FINANCIAL GROUP, INC.

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QualificationsFirm CRD# 117982

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

BUCKINGHAM FINANCIAL GROUP, INC. is a financial advisory firm situated in Dayton, Ohio. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Hourly charges
Fixed fees
Other (VARYING FEES FOR SEMINARS AND EDUCATIONAL WORKSHOPS)

Financial Planning Services

Financial planning services
Education seminars/workshops

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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