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Find Retirement Advisors for Retirement Planning in West Chester, Ohio

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 West Chester, Ohio

Last Updated - April 25, 2025

West Chester has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in West Chester, Ohio have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in West Chester, Ohio

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:

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-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

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

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VERIFIED

Dan Brown
CWS
National Wealth Management Group / LPL Financial

Qualifications
CRD# 4163118
Firm CRD# 6413
Series 6, 7, 53, 66

Minimum Assets Required
$25,000

Address

11260 Chester Rd Suite 250,
Cincinnati, OH 45246 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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

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

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

Find An Advisor

VERIFIED

Mark Josaitis
ChFC^®
Barnwood Capital Management

Qualifications
CRD# 5998829
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$250,000

Address

176 Barnwood Drive Suite A,
Edgewood, KY 41017 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

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:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

Top 2 Retirement Planning firms in West Chester, Ohio (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	8840 Cincinnati-Dayton Road, West Chester, OH, 45069	$468,510,940	1157	10	A percentage of AUM, Hourly charges
2	9078 Union Centre Blvd., Suite 350 West Chester, OH, 45069	$141,996,886	413	6	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in West Chester, Ohio

HARVEST FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 145552

Assets Under Management $468,510,940

No. Of Clients1157

Clients Per Financial Advisor116

HARVEST FINANCIAL ADVISORS, LLC is a financial advisory firm situated in West Chester, Ohio. With a nearly $469M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1157 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

Financial Planning Services

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

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MEYER GATES FINANCIAL ADVISORS, INC

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QualificationsFirm CRD# 125046

Assets Under Management $141,996,886

No. Of Clients413

Clients Per Financial Advisor69

MEYER GATES FINANCIAL ADVISORS, INC is a financial advisory firm situated in West Chester, Ohio. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 413 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
Fixed fees

Financial Planning Services

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