Isn’t it time to wonder less and wander more?
Riegel Financial helps people know where they stand.
And that clarity can shift their financial mindset
from wondering to wonderful.
Wondering how to pass along your financial legacy?
Wondering whether your retirement savings can fund that trip across Europe?
Wondering how your estate planning is related to your tax liability?
Wondering how to balance college education with other financial goals?
We Help You Navigate Your Financial Journey
Our Mission
At Riegel Financial, we are committed to providing financial planning, investment strategies and tax services* by utilizing a team approach to help ensure our clients achieve a complete financial picture. By partnering with Raymond James as our trusted broker dealer, we offer experienced insights and access to a wide range of investment options to help our clients meet their unique financial goals.
Our mission goes beyond financial and tax services; we believe in giving back to the community through sponsorships and board participation. By supporting local initiatives, we aim to make a positive impact and build strong, vibrant communities. Our dedicated team of professionals is passionate about empowering our clients to help them make informed financial decisions, while also contributing to the greater good. At Riegel Financial, we are not just advisors – we are partners in success and advocates for community well-being.
What We Do
Riegel Financial charts your course from confusion to clarity.
We help people wonder less so they can wander more. Our Riegel Roadmap organizes and coordinates all your finances, so you don’t have to. You’ll know where you stand, which can free your mind and your time.
How We Help
At Riegel Financial, it’s more than what we do; it’s how we do it.
Our unique approach goes beyond transactions to build lasting relationships. We’re not just advisors; we’re your financial partners committed to guiding you towards less wondering and more wonderful experiences.
Why Us
You can’t move ahead until you know where you stand. That’s where we can help.
Many people don’t have the time or desire to connect all their financial dots. That’s where we come in. Our unique planning process helps you know where you stand so you can move forward with your retirement plans. When you know where you stand, it can give you the power to pursue your passions.
Retirees
Wondering if you can retire? Or if you’ll outlive your savings? We help people eliminate wondering and worrying so they can pursue their passions.
Business Owners
Need help managing a family enterprise or planning for succession? How about help with equity compensation like stock options? We can help maximize value for generations to come.
Working Professionals
Empowering the upwardly mobile with strategic financial planning, Riegel Financial ensures your ambitions are matched with solid financial groundwork.
Life Changes
Wondering how to handle an inheritance, career change, divorce, retirement or death of a spouse? Wonder less with Riegel Financial.
Our Clients
We have unique clients and each has their own unique situation.
We are Riegel Financial
With the right team, you can replace wondering with wonderful.
Insights
Discover clarity and cultivate confidence with our curated Insights. Delve into expert articles, market analysis, and bespoke advice designed to elevate your financial understanding.
our Social Media
Join us on Facebook and LinkedIn to connect with our team. Follow our pages for updates and networking opportunities. Let’s wander more, together. Click to connect!
Contact us
Find us at one of our office locations in Dayton, Cincinnati, or Columbus. Contact Us by phone, email or schedule a time to visit. We’d be happy to hear from you.
Wonder Less. Wander More
When you have a relationship with Riegel Financial, you’ll replace wondering with wonderful.