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BEST RATED DAYTON, OH FINANCIAL SERVICES

3 Best Financial Services in Dayton, OH

Expert-recommended Top 3 Financial Services in Dayton, Ohio. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Russell Total Wealth and Wellness - Dayton, OH Financial Services
Russell Total Wealth and Wellness - Dayton, OH Financial Services
Russell Total Wealth and Wellness - Dayton, OH Financial Services
Best Financial Services in Dayton OH - Russell Total Wealth and Wellness video
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RUSSELL TOTAL WEALTH AND WELLNESS

(4.9 Score)
1 Russell Place,
Dayton, OH 45409 Directions

Since 2003

Specialty:

✓ Retirement Planning and Investments ✓ Legacy Planning ✓ Tax-efficient Strategies ✓ IRA and 401(k) Investments ✓ Financial Strategy Review

"Russell Total Wealth and Wellness focuses on bringing all aspects of your financial life into a singular focus. Rob Russell is the president, CEO, and investment advisor representative of Russell Total Wealth and Wellness. The team assists clients with their questions and values building strong relationships. They focus on recognizing new clients and creating opportunities to connect throughout the year, including events that share insights on topics related to wealth and wellness. Their goal is to provide value that exceeds their fees by delivering a comprehensive financial plan designed to simplify and support each client’s financial life.

2026 Update: Russell Total Wealth and Wellness follows a structured process designed to guide clients through financial planning. Their approach includes conducting an On-Track Retirement Review, developing a Strategic Blueprint, moving into the construction phase of the plan, implementing the strategy on Move-in Day, and continuing with ongoing Fiscal House™ reviews and maintenance. Rob Russell focuses on building a strong organizational culture and helping simplify complex financial topics while mentoring others. Curvin Miller IV is the Senior Vice President and wealth advisor at Russell Total Wealth and Wellness."

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Contact:

(937) 320-4733 (800) 392-4378

Mon-Thu: 9am - 5pm
Fri: 9am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

Anderson Financial Strategies, LLC - Dayton, OH Financial Services
Anderson Financial Strategies, LLC - Dayton, OH Financial Services
Anderson Financial Strategies, LLC - Dayton, OH Financial Services
Best Financial Services in Dayton OH - Anderson Financial Strategies, LLC video
7+ YEARS IN TBR
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ANDERSON FINANCIAL STRATEGIES, LLC

(4.8 Score)
2500 Stratacache Tower,
Dayton, OH 45423 Directions

Since 2012

Specialty:

✓ Wealth Management ✓ Outsourced Chief Investment Office ✓ Discretionary Portfolio Management ✓ Advanced Asset Allocation Optimization ✓ Risk Analysis and Stress Testing ✓ Investment Policy Design ✓ Portfolio Strategy Review ✓ Holistic Financial Planning ✓ Cash Flow Optimization ✓ Investment Synchronization ✓ Risk and Insurance Analysis ✓ Tax Planning ✓ Estate and Trust Structuring ✓ Charitable Giving Strategy ✓ Education Funding Planning ✓ Liability and Credit Optimization ✓ Corporate Retirement Plans ✓ Plan Design ✓ Investment Selection and Monitoring ✓ Employee Education and Advice ✓ Fiduciary Management ✓ Vendor Selection Support

"Anderson Financial Strategies, LLC aims to provide clients with relationship-based financial guidance, combining professional expertise with responsive and attentive service. Shon P. Anderson is the president and chief wealth strategist of Anderson Financial Strategies, LLC. He is a two-time graduate of Wright State University, earning both a Bachelor’s degree in financial services and an M.B.A. degree concentrated in finance. Shon has earned the distinguished designations of Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Shon is honored to be a Dayton Business Journal 40 Under 40 award winner and was inducted into the Greeneview Hall of Fame in his hometown. Shon has been recognized as a leader in the industry and was asked to join the Forbes Finance Council.

2026 Update: Shon P. Anderson’s insights have been quoted in several financial news publications, including CNBC, Yahoo Finance, Fox Business, Consumer Reports, Forbes, Bankrate, InvestmentNews, and Kiplinger. Timothy R. Brown is the vice president and director of Anderson Financial Strategies, LLC. The team of trusted, fiduciary, fee-only advisors is dedicated to delivering a strong client experience. Their credentialed wealth specialists work with clients to help create clarity and confidence in financial decisions related to business, family, and long-term legacy planning."

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Price:

Fee Schedule For Wealth Management:
Usd 500,001 To Usd 2,500,000: 1.00%
Usd 2,500,000: 0.90%
Usd 4,000,000: Negotiable

Contact:

(937) 610-9388 (855) 237-4545

Mon-Fri: 8am - 5pm
Sat & Sun: By Appointment

TBR® Inspection Report:

Artifex Financial Group - Dayton, OH Financial Services
Artifex Financial Group - Dayton, OH Financial Services
Artifex Financial Group - Dayton, OH Financial Services
Best Financial Services in Dayton OH - Artifex Financial Group video
5+ YEARS IN TBR
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ARTIFEX FINANCIAL GROUP

(4.8 Score)
2305 Far Hills Avenue, Suite 206,
Dayton, OH 45419 Directions

Since 2007

Specialty:

✓ Retirement Planning ✓ Education Planning ✓ Insurance and Risk Management ✓ Estate Planning ✓ Cash Management ✓ Investment Strategy and Management ✓ Tax Services ✓ Financial Planning ✓ Wealth Management

"Artifex Financial Group is a fee-only wealth management firm that focuses on addressing the financial planning, tax, and investment needs of individuals. Doug Kinsey is the founding partner and chief investment officer of Artifex Financial Group. Doug has over 25 years of experience in financial services and has been a CFP Certificant since 1999. He holds the Certified Investment Management Analyst certification from the Investments and Wealth Institute. He is a graduate of The Ohio State University and has also completed the University of Chicago Booth School of Business Investment Management Education Program. He has completed post-graduate work through the Harvard Business School HBX program and has completed his Master's degree in Strategic Management from Harvard University, where he received the Harold Langlois Award for exceptional academic accomplishment. Artifex Financial Group currently advises over $300,000,000 in assets and serves over 300 client households and local businesses.

2026 Update: Artifex Financial Group was founded by Doug and his business partner, Darren Harp. They are committed to the National Association of Personal Financial Advisors (NAPFA) Fiduciary Pledge, which reflects their commitment to providing clients with ethical and professional financial advice."

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License #1523579

Contact:

(855) 752-6644

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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RUSSELL TOTAL WEALTH AND WELLNESS REVIEWS

My wife and I just finished up a routine Fiscal House review with Andi today. It is always a pleasure to meet with her and all the people at Russell Total Wealth and Wellness. From the moment we walked in, Jenn greeted us like old friends and made us feel so welcomed. She helped get us settled and prepared for our meeting with Andi. Andi, as always was so upbeat and personable. She took her time getting caught up on what has been going on in our lives. Meetings with her and all the staff of Russell are not, get you in, dump information on you, and then push you out the door. They take their time to really check in on YOU, BEFORE business starts. Our Fiscal review went well, everything was explained fully. Financial talk can get very complicated but Andi has a way to break it down and make it easily digestible. Their careful watch over our assets has been tremendous even in these times of market instability. The Russell Total Wealth folks always seem to find a way to preserve the nest egg. We feel very fortunate to have them working with us. Thanks Folks!!

Andrew was very friendly and professional. I felt so confident after our meeting because of the knowledge he shared with me. He answered all my questions and truly gave me an unbiased opinion. It was well worth my time! The facility and staff is topnotch! I highly recommend making an appointment to see how they can help you too.

We have been with Russell Total Wealth for many years and absolutely love everything about them. We are always happy with the results of the money they have invested for us and we have come to love everyone there. They are always so kind and interested in us. When our appointment time is over, we always hate to leave because they make us feel so valued.

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ANDERSON FINANCIAL STRATEGIES, LLC REVIEWS

I've dealt with Shon for years for our 401k and personal investments. He not only makes great financial decisions but he communicates with clients on a regular basis so you not only know how your investments are doing but the market in general. His staff is knowledgeable and quick to respond and assist with any issues or questions you have also. Great team!! Highly recommend.

My mother started with Anderson financial more than a dozen years ago, and I have followed in her footsteps. Shon Is extremely capable and well-versed in a variety of financial strategies and is able to explain them and guide anyone through the process with a sense of certainty and understanding.

The team at Anderson has been nothing but thorough, helpful, and informative as we moved our 401(k) plan to their firm. We have appreciated Tim, Matt, Shon, and Collin especially!

ARTIFEX FINANCIAL GROUP REVIEWS

What a positive experience and I highly recommend this company.

All of my experiences with the people here have been great!

Solid financial advice is as important as a highly rated hotel or fine food establishment. We have received superior performance for more than 6 years. Advice is timely, well researched, and has proven over time to improve our financial portfolio. Personalized service and client communication are first class. If you are looking for a financial advisor, consider Artifex.

TBR® Inspection Score Report

RUSSELL TOTAL WEALTH AND WELLNESS Total Inspection Points: 117/120
Acknowledgments: 9
Business Images: 9
Experience: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ANDERSON FINANCIAL STRATEGIES, LLC Total Inspection Points: 116/120
Experience: 8
Acknowledgments: 9
Business Hours: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Standard: 10

TBR® Inspection Score Report

ARTIFEX FINANCIAL GROUP Total Inspection Points: 115/120
Acknowledgments: 9
Business Images: 9
Current Evaluation: 9
Experience: 9
Reviews Accuracy of : 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10