#1Shaffer Capital
SHAFFER CAPITAL ADVISERS, LLC
Serves this area from Westerville, OH (33 mi)
Retirement Plan Advisors in Marion County, OH
The top-ranked retirement plan advisors serving Marion County, OH are Shaffer Capital, Swisher Financial Concepts, Inc. and Jericho Financial. We list 3 retirement plan advisors serving Marion County, OH. 3 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 Marion County, OH. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Marion County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Shaffer Capital | SEC-registered investment adviser (CRD)#150106 | Westerville, OH (33 mi) | (614) 891-1200 |
| 2 | Swisher Financial Concepts, Inc. | SEC-registered investment adviser (CRD)#121384 | Westerville, OH (33 mi) | (614) 890-1930 |
| 3 | Jericho Financial | SEC-registered investment adviser (CRD)#288801 | Westerville, OH (34 mi) | (614) 948-0039 |
#2Swisher Financial Concepts, Inc.
SWISHER FINANCIAL CONCEPTS, INC.Serves this area from Westerville, OH (33 mi)#3Jericho Financial
JERICHO FINANCIAL, LLPServes this area from Westerville, OH (34 mi)
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Frequently asked questions
How many retirement plan advisors serve Marion County?
We list 3 retirement plan advisors serving Marion County, OH: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Marion County?
The top-ranked retirement plan advisors serving Marion County, OH are Shaffer Capital, Swisher Financial Concepts, Inc. and Jericho Financial. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Marion County are verified against official records?
3 of the top 3 match an active official record: Shaffer Capital (U.S. Securities and Exchange Commission), Swisher Financial Concepts, Inc. (U.S. Securities and Exchange Commission) and Jericho Financial (U.S. Securities and Exchange Commission). 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 .
Communities served
Marion, Prospect, La Rue, Caledonia, New Bloomington, Morral, Waldo, Green Camp