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Financial Advisors in

The Midwest

Sort: Alphabetical Video Views Score
Why these advisors?
Score:
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CFA®, MBA
Chicago Partners Wealth Advisors
Chicago, IL

We help investors optimize their most important business - the management of their wealth.

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Chicago Partners Wealth Advisors - Jim Hagedorn

1 video
212 views

Score:
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PhD
The Randolph Company
Cincinnati, OH

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Common Sense Investments - Carter Randolph
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Diversification Vs. Worsification - Carter Randolph

2 videos
142 views

MBA
Whitaker-Myers Wealth Managers, LTD
Wooster, OH

Financial Advisors With The Heart of a Teacher

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Introduction - John-Mark Young
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Dave Ramsey Smartvestor Pro Endorsement - John-Mark Young
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Christian Values Portfolio - John-Mark Young

3 videos
18 views

CFP®
Strategic Wealth Partners
Columbus, OH

My mission is to offer a personalized, holistic approach to financial success for every client.

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Introduction - Bob Gavlak
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5 Questions to Ask a Potential Advisor - Bob Gavlak
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Shouldn't I Just Invest in Index Funds? - Bob Gavlak

3 videos
0 views

Score:
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CFP®, MBA
Valeo Financial Advisors, LLC
Indianapolis, IN

Bringing it all together. Peace of mind from thoughtful planning and execution

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Valeo Financial Advisors - We're Changing Our Industry - P. Chris Mickel
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Follow the Money - P. Chris Mickel
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Knowing Your Destination - P. Chris Mickel
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Charting a Course - P. Chris Mickel
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Geographic Proximity is Irrelevant - P. Chris Mickel
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Costs, Taxes, and Turnover - P. Chris Mickel
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Key Components to Your Success - P. Chris Mickel
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Hybrid Portfolio Construction - P. Chris Mickel
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Assembling an Effective Team - P. Chris Mickel

9 videos
264 views

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