Social Security & IRMAA Medicare Advisors in Ohio

Ohio residents planning for retirement can connect with 64 professionals who hold the National Social Security Advisor (NSSA®) or IRMAA Certified Planner (IRMAACP™) certification. These advisors specialize in Social Security claiming strategies, Medicare enrollment, and IRMAA surcharge planning for clients in Cincinnati, Columbus, Avon, Dayton, Hudson, and Westerville, and communities across Ohio.

Whether you need help deciding when to claim Social Security benefits, coordinating spousal and survivor strategies, or managing Medicare premiums and income-related adjustments, the certified Ohio advisors below can guide your retirement income planning. Browse the directory and connect directly with a professional near you.

64 Advisors in Ohio

Adria Rosebrock

Director of Wealth Management Operations and Training, Hamilton Capital, LLC

Columbus, OH

Anthony Sexton

Financial Advisor, SCOAPE Financial Group

Fairfield, OH

Benjamin Seaman

Investment Advisor Representative, Seaman Retirement Planning

Canton, OH

Brad Knoll

Retirement Consultant, Allianz Life

Powell, OH

Brian Hayes

President/Owner, Comprehensive Planning Group

Oakwood, OH

Cameron Bernadsky

Certified Financial Planner®, Covenant Planning

Dayton, OH

Cameron Kaser

Wealth Advisor, KMG Fiduciary Partners

Toledo, OH

Caroline Lawrence

CEO, Emerge Services

Lima, OH

Chad Weigl

Senior Wealth Manager, JL Smith Holistic Wealth Management

Avon, OH

Charlie Ehrenfried

Owner, Retirement Matters

Cincinnati, OH

Christopher Member

President, McIntire Retirement Services

Fremont, OH

Courtney Walls

Founder & Financial Planner, White Diamond Wealth

Grove City, OH

Dan Griffin

Retirement Planning Advisor, Nye Wealth Management

Hudson, OH

Daniel Bloom

Lead Planner/Partner, Jentner Wealth Management

Akron, OH

Darlene Finzer

Managing Director, Rea & Associates, Inc.

New Philadelphia, OH

David Macino

Investment Advisor and National Social Security Advisor, Macino Financial Services

Holland, OH

David Warner

CPA, David H. Warner, CPA, LLC dba Warner Financial Group

Dalton, OH

Deb Thocker

Wealth Advisor, The Mather Group

Cincinnati, OH

Eli Bush

Executive Director, Voice of Hope Pregnancy & Family Center

Marion, OH

Glen Oaks

President, Financial Security Management Agency, Inc.

OH

H. Myers

Financial Adviser, Myers Financial Services

Hudson, OH

Jacqueline Jordan

Senior Financial Advisor, Hamilton Capital, LLC

Columbus, OH

Jim Blair

NSSA Instructor, NSSA Professionals | Premier Social Security Consulting

Cincinnati, OH

Joe Overfield

President, Intelliplan Financial

Gahanna, OH

John Cindia

Owner/Member, John A Cindia CPA PFS LLC and LifeStages Advisory LLC

Cuyahoga Falls, OH

John VanWeelden

Founder and Principal, VanWeelden Financial Group

West Chester, OH

John-Mark Young

President, Chief Investment Officer, Whitaker-Myers Wealth Managers, LTD.

Mansfield, Ohio and Dayonta Beach, Florida, OH

Julie Koschik

Director of Business Services, Dyke Yaxley LLC

OH

Justin Grossman

Financial Advisor, JL Smith

Avon, OH

Kevin Chiu

Vice-President, Elsass Financial Group, Inc.

Canfield, OH

Kim Sherwood

OSJ Branch Manager / Financial Planner, Center Stage Financial

Cincinnati, OH

Kimberly Spisak

Financial Planner, Aspire Investment Management

Westlake, OH

Kyle Demyan

Retirement Specialist, The Wealth Akademy

OH

Louis Trivisonno

Vice President, Financial Advisor, Wealth Enhancement

Cleveland, OH

Louis Trivisonno

Financial Advisor, Marcum Wealth

OH

Marc Kiner

President, Premier Social Security Consulting, LLC

Cincinnati, OH

Martina Peng

Chair, Department of Accounting, Finance, and Risk Management Chair, B.S. Financial Planning Program, Franklin University

Columbus, OH

Mason Alexander

Certified Financial Planner®, MPA Financial Services

Cincinnati, OH

Matt O'Hara

Wealth Manager, Everhart Advisors

OH

Michael Groomes

Financial Advisor, MLG Financial Services LTD

Dayton, OH

Nick Turner

Investment Advisor, Whitney and Associates

Marysville, OH

Patricia Roth

CPA, WOB Accountants and Advisors

ONTARIO, OH

Paul Finch

Vice President, Wealth Management Financial Planner, LPL Financial, 7 17 Retirement & Investment Group

Warren, OH

Phillip Poggi

Financial Consigliere | Strategic Retirement Income Planner | Legacy & Wealth Protection Specialist, Fortegic

Mason, OH

Rebecca Pace

CPA, Medicare Agent, R Pace Tax Service, LLC

Cincinnati, OH

Rob Burnette

CEO and Financial Planner, Outlook Financial Center

Troy, OH

Robin Garrett

Outreach Specialist, Mercer County Council on Aging

Celina, OH

Roger Potter

Financial Advisor, Balanced Wealth Group

Westlake, OH

Sarah Warnkin

Wealth Manager, JL Smith Holistic Wealth Management

Avon, OH

Scott Rehm

Investment Advisor Representative, Horter Investment Management, LLC

Columbus, OH

NSSA®IRMAACP™

Seth Ash

Financial Advisor, Janney

Chillicothe, OH

Shannon Davis

Financial Advisor, Retirement Plan Advisors, LLC

Hinckley, OH

Sharon Stadul

Investment Advisor Representative, CBS Funding, Inc.

Broadview Hts., OH

Sheri Kazmierczak

CPA, Quest Tax Prep, LLC

Westerville, OH

Stephen Schmitt

Agency Principal, Inspire Life, Health & Wealth LLC.

Mount Vernon, OH

Steven Crane

Financial Planner, Financial Legacy Builders

Fairborn, OH

Susan Moussi

Owner, Susan Moussi CPA Inc.

Columbus, OH

Tim Adams

CPA, 320 Financial Group

OH

Timothy Hilterman

Chief Financial Planning Officer, Whitaker-Myers Wealth Managers

Mansfield, OH

Tracy Wells

Investment Advisor Representative, Whitcomb & Hess

Ashland, OH

Tyler Koebbe

Financial Advisor, Horter Investment Management

Cincinnati, OH

NSSA®IRMAACP™

Vicky Brand

Registered Representative, Western Southern Life

Wharton, OH

William Schuette

Financial Advisor/Founder, The 611 Group Wealth Advisors

Avon Lake, OH

Zachary Kountz

Vice President, Swisher Financial Concepts, Inc

Westerville, OH

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