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  1. The Journal of Financial Service Professionals. The Journal of Financial Service Professionals publishes insightful peer- reviewed articles and regular columns by industry experts in all areas of financial planning, including retirement planning, estate planning, insurance, investments, tax, health care, ethics, and technology.

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      The Journal of Financial Service Professionals. The Journal...

    • Member Resources

      Jesse G. Dogillo, CFP, CLU, ChFC, AEP Reappointed by the CA...

    • FSP Local

      Jesse G. Dogillo, CFP, CLU, ChFC, AEP Reappointed by the CA...

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      Here you can find out about upcoming events and view photo...

  2. If you are looking for a professional adviser with experience, knowledge, and ethical standards that you can trust, look to a member of the Society of Financial Service Professionals. Society of Financial Service Professionals: Solutions for a Secure Future.

    • Hamilton Capital. Hamilton Capital leads off our list of Columbus' top financial advisors. The fee-only firm's staff includes certified financial planners (CFPs), chartered financial analysts (CFAs), certified public accountants (CPAs) and a number of other, more specific financial certifications.
    • Windsor Advisory Group. Windsor Advisory Group is a fee-only firm serving individual and institutional clients. The slight majority of the firm’s individual clients are high-net-worth.
    • Summit Financial Strategies. Fee-only firm Summitt Financial Strategies manages a significant amount in AUM, and its team includes certified financial planners (CFP), chartered financial counselors (ChFC), chartered financial analysts (CFA) and a number of other certifications, many of which are more specified.
    • Gryphon Financial Partners. Gryphon Financial Partners is a fee-based financial advisor firm managing billions in client assets under management (AUM).
  3. Building Knowledge and Expertise across Financial Services | The Society of Financial Service Professionals, known as FSP, is a nationwide professional association that has spent more than 95 ...

    • Fort Washington Investment Advisors. Find an Advisor. Fort Washington Investment Advisors is a fee-based firm based in Cincinnati. It has a large team of advisors managing money for clients, with all individual clients being high-net-worth.
    • MAI Capital Management. Find an Advisor. As the top financial advisor firm in Cleveland, MAI Capital Management is next on our list. The firm’s client base is comprised of both non-high-net-worth and high-net-worth individuals, as well as investment companies, pooled investment vehicles, pension and profit-sharing plans, charities, other investment advisors and corporations.
    • Sequoia Financial Group. Find an Advisor. Sequoia Financial Group is a large firm that is also featured on our list of Akron's top financial advisors. It works almost exclusively with individual clients.
    • Johnson Investment Counsel. Find an Advisor. Johnson Investment Counsel is a fee-only firm based in Cincinnati. It is also featured on SmartAsset’s top Cincinnati financial advisors list.
  4. 2 days ago · Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

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  6. 2024 AFP Compensation and Benefits Survey Report. Treasury and finance professionals realized a 4.4% increase in their 2023 base salaries. Dive deeper into performance metrics, bonus structure and benefits. Download the Report. TREASURY FOUNDATIONS.

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