Dayton, OH Financial Advisor Office

Dayton

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Showing 34 advisor(s) and rep(s)

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David AbneyDavid and his team specialize in addressing the ever evolving planning needs of emerging affluent professionals across the country. Our core philosophy is simple – great offense and great defense. Our four-step planning process aims to add clarity, confidence and accountability in our clients’ lives all while taking special pride in the world class relationships we build along the way.Visit my website

Expertise: Financial Planning, Investment Strategies, Life Insurance Planning, Disability Income Planning, Retirement Planning

Languages: English

Location: Beavercreek OH, 45440

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Michael Allen

CFP®, RICP®

I've lived in Dayton for 20 years & started at Northwestern as an intern in 2013 while earning my finance degree at Ohio State University. My wife Heather & live in Downtown Dayton with our son Teddy, dog Charlie, & cat Grace. We look forward to building our goals and family, while I assist you in building yours!Visit my website

Expertise: Financial Planning

Languages: English

Location: Beavercreek OH, 45440

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Eric Anderson Visit my website

Expertise: Business Continuation Planning, Investment Strategies, Disability Income Planning, Employee and Executive Benefits Planning, Life Insurance Planning

Languages: English

Location: Beavercreek OH, 45440

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Cameron AndersonI am a 4th generation financial representative at Northwestern Mutual. A firm that’s managed clients money for more than 165 years. We leverage the hindsight of preceding generations to create foresight for our current clients. Ultimately, we help each client craft a clear vision, provide thoughtful perspective, and clear direction.Visit my website

Expertise: Retirement Planning, Life Insurance Planning, Estate Planning, Education Funding, Business Risk Management, Business Continuation Planning, Employee and Executive Benefits Planning, Disability Income Planning, Business Valuation Planning, Business Succession Planning, Financial Planning

Languages: English

Location: Beavercreek OH, 45440

RICP®

Languages: English

Location: Beavercreek OH, 45440

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Elliot BoydElliot grew up in the Dayton area and believes in working in the community. He served on the Valley View school board and volunteers with many other Dayton organizations. Elliot is married to his wonderful wife, Laura, and they have four daughters. Elliot enjoys spending time outdoors with his family skiing, golfing, and attending his children’s sporting events.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Beavercreek OH, 45440

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Ashlee BridgeWelcome! I specialize in serving Young Professionals and soon-to-be Retirees. My services include: creating a Financial Plan, education on tax-efficient asset accumulation and distribution, risk management, saving/budgeting outside of an Employer plan, and much more. I believe that preparation/direction + discipline & accountability are the tools needed to achieve financial success. You CAN do it.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: West Chester OH, 45069

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Brett Bumgarner Visit my website

Expertise: Retirement Income Planning, Investment Strategies, Retirement Planning, Life Insurance Planning, Financial Planning, Wealth Management, Business Risk Management, Education Funding

Languages: English

Location: Beavercreek OH, 45440

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Will Butler

DPT

Hi, I’m Will Butler, PT -- Northwestern Mutual Financial Advisor. My role is to be your advocate, to help keep you grounded so that every financial decision you make puts you closer to accomplish your long-term goals. Together, we will review what you are currently doing to help lay a secure financial foundation for your family and business. Want help balancing financial stressors?Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Financial Planning, Life Insurance Planning, Disability Income Planning, Employee and Executive Benefits Planning

Languages: English

Location: Beavercreek OH, 45440

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Peggy Collins

RICP®

I specialize in working with driven, successful professionals looking for a financial education, a comprehensive plan and a long term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.Visit my website

Expertise: Retirement Planning, Retirement Income Planning, Long Term Care Planning, Financial Planning, Life Insurance Planning, Estate Planning, Education Funding, Wealth Management, Business Succession Planning, Business Risk Management, Business Continuation Planning, Business Valuation Planning

Languages: English

Location: Beavercreek OH, 45440

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