Vetted Financial Planners in Ohio
Find trusted Financial Planners in Ohio. Each provider has been verified by Autumn and offers a free consultation.
No Financial Planners found in Ohio
We don't have any financial planners listed in Ohio yet, but we can help.
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Providers in other parts of Ohio
Some providers provide services remotely or may be able to assist across Ohio.
Angelic Transitions LLC
Death Doula
Greater Cincinnati Greater Ohio Kentucky & Indiana
Grief Specialist Legacy Work Home Funerals
Offers free consultation
Verified by Autumn
Bennett Holistic Deathcare LLC
Death Doula
Columbus, OH Dayton, OH Cincinnati, OH
Breathwork, Guided Imagery, Legacy Work, LGBTQ Allied, Reiki, Rituals, Meditation
Offers free consultation
Verified by Autumn
Compassionate Transitions
Death Doula
Cincinnati, OH Dayton, OH Columbus, OH
Dementia Care, Legacy Work
Offers free consultation
Verified by Autumn
End of Life Coaching with Kacie
Death Doula
Cleveland, OH Akron, OH Toledo, OH
Dementia Care, LGBTQ Allied, Guided Imagery, Aromatherapy, Breathwork, Grief Movement, Legacy Work, Home Funerals, Meditation
Offers free consultation
Verified by Autumn
End-of-Life Spiritual Guide
Death Doula
Columbus, OH Dayton, OH Cincinnati, OH
Guided Imagery, LGBTQ Allied, Massage Therapy, Meditation, Ordained Minister, Reiki, Rituals, Legacy Work
Offers free consultation
Verified by Autumn
Live Without Regrets
Death Doula
Cincinnati, OH Dayton, OH Columbus, OH
Legacy Work, LGBTQ Allied, Ordained Minister, Funeral Celebrant
Offers free consultation
Verified by Autumn
Try nearby areas
Are you a financial planner in Ohio?
Join AutumnTypes of Post-Loss Financial Planning Services in Ohio
Inheritance and asset integration planning
Retirement income planning after a spouse's death
Beneficiary designation review and updates
Insurance policy review and proceeds planning
Investment portfolio restructuring after a loss
Social Security survivor benefit optimization
Long-term financial goal setting after loss
Frequently Asked Questions about Financial Planners
A sudden inheritance introduces decisions about taxes, investment, and financial goals that benefit from professional guidance. A financial planner helps you avoid common mistakes, understand your options, and build a plan aligned with your situation.
The terms are often used interchangeably, but a Certified Financial Planner (CFP) has completed specific education, exams, and continuing education requirements. Look for the CFP designation when selecting an advisor for comprehensive post-loss financial planning.
Avoid making major financial decisions — selling assets, withdrawing from retirement accounts, or making large gifts — before consulting a planner. Many decisions made in the first months after a loss can have lasting tax and financial consequences.
Most charge either a flat fee, an hourly rate, or a percentage of assets under management. Fee-only planners do not earn commissions on products they recommend. Check each advisor's fee structure directly through Autumn.
Why Choose Autumn
Financial credentials and post-loss specialization confirmed
Find planners experienced in inheritance transitions, not just general wealth management
Compare fee structures — fee-only, hourly, and AUM-based planners all listed
Advisors listed who work with surviving spouses and estate beneficiaries
Many offer free consultations before any financial decisions are made
Trusted by families rebuilding their financial lives after loss