Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 43 near 43502
Out of 400,000+ nationwide
Michael S
CFP®, Series 66
Napoleon, OH
Edward Jones
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
General retirement planning
Wealth management
Founder/Business Owner
Ryan B
CFP®, Series 66
Bryan, OH
Edward Jones
Retirement income strategy
Wealth management
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Founder/Business Owner
Melissa S
ChFC®, Series 63, Series 65
Bryan, OH
Edward Jones
Retirement income strategy
General retirement planning
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Founder/Business Owner
April W
Series 66
Bryan, OH
Edward Jones
College savings (529s, UTMA, etc.)
Divorce financial planning
Passive / index investing
Wealth management
ESG / Sustainable investing
Terry H
CFP®, Series 66
Napoleon, OH
Edward Jones
Charitable giving & philanthropy
Multi-generational wealth transfer
Retirement income strategy
General estate planning guidance
Wanda N
Series 66
Wauseon, OH
Edward Jones
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
Jacob N
Series 66
Wauseon, OH
Edward Jones
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
Wealth management
Blake S
CFP®, Series 66
Napoleon, OH
Edward Jones
Retirement income strategy
Business ownership considerations
Business exit / sale strategy
Business succession planning
General estate planning guidance
Founder/Business Owner
David S
Series 63, Series 65
Napoleon, OH
Impassioned Wealth Management Ltd
Earl O
CFP®, PFS™, Series 63, Series 65
Bryan, OH
Oberlin Wealth Partners, Llc
© 2026 Warmer Holdings Inc. (“Warmer”)
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent
fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee
performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible
for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do
not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data
provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and
do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s
Terms of Service and Advisory Agreement and
Privacy Policy.
Finding advisors...
Loading...
Loading...
Loading...
Top 30 financial advisors of 43 near 43502
Out of 400,000+ nationwide