#1Blue Jay Financial Group, LLC
BLUE JAY FINANCIAL GROUP, LLC
Serves this area from Defiance, OH (16 mi)
Retirement Plan Advisors in Henry County, OH
The top-ranked retirement plan advisors serving Henry County, OH are Blue Jay Financial Group, LLC, Tfo Wealth Partners and Mpm Wealth Advisors. We list 8 retirement plan advisors serving Henry County, OH. 8 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Henry County, OH. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Henry County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Blue Jay Financial Group, LLC | SEC-registered investment adviser (CRD)#296467 | Defiance, OH (16 mi) | (419) 785-4525 |
| 2 | Tfo Wealth Partners | SEC-registered investment adviser (CRD)#124407 | Maumee, OH (26 mi) | (419) 891-9999 |
| 3 | Mpm Wealth Advisors | SEC-registered investment adviser (CRD)#104926 | OH | (419) 861-1400 |
| 4 | Hixon Zuercher Capital Management | SEC-registered investment adviser (CRD)#123465 | Findlay, OH (30 mi) | (419) 425-2400 |
| 5 | Resolute Wealth Advisor, Inc. | SEC-registered investment adviser (CRD)#290349 | Findlay, OH (31 mi) | (419) 422-4400 |
| 6 | Alan B. Lancz & Associates, Inc. | SEC-registered investment adviser (CRD)#105363 | OH | (419) 536-5200 |
| 7 | Venture Visionary Partners LLC | SEC-registered investment adviser (CRD)#304237 | Sylvania, OH (33 mi) | (419) 464-7401 |
| 8 | Croak Capital | SEC-registered investment adviser (CRD)#297666 | Toledo, OH (36 mi) | (419) 464-7000 |
#2Tfo Wealth Partners
TFO WEALTH PARTNERS, LLCServes this area from Maumee, OH (26 mi)#3Mpm Wealth Advisors
MODERN PORTFOLIO MANAGEMENT INCServes this area from OH#4Hixon Zuercher Capital Management
HIXON ZUERCHER, LLCServes this area from Findlay, OH (30 mi)#5Resolute Wealth Advisor, Inc.
RESOLUTE WEALTH ADVISOR, INC.Serves this area from Findlay, OH (31 mi)#6Alan B. Lancz & Associates, Inc.
ALAN B. LANCZ & ASSOCIATES, INC.Serves this area from OH#7Venture Visionary Partners LLC
VENTURE VISIONARY PARTNERS LLCServes this area from Sylvania, OH (33 mi)#8Croak Capital
CROAK ASSET MANAGEMENT, LLCServes this area from Toledo, OH (36 mi)
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Frequently asked questions
How many retirement plan advisors serve Henry County?
We list 8 retirement plan advisors serving Henry County, OH: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Henry County?
The top-ranked retirement plan advisors serving Henry County, OH are Blue Jay Financial Group, LLC, Tfo Wealth Partners, Mpm Wealth Advisors, Hixon Zuercher Capital Management and Resolute Wealth Advisor, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Henry County are verified against official records?
8 of the top 8 match an active official record: Blue Jay Financial Group, LLC (U.S. Securities and Exchange Commission), Tfo Wealth Partners (U.S. Securities and Exchange Commission), Mpm Wealth Advisors (U.S. Securities and Exchange Commission), Hixon Zuercher Capital Management (U.S. Securities and Exchange Commission) and Resolute Wealth Advisor, Inc. (U.S. Securities and Exchange Commission), and 3 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
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