Best Financial Advisors near Stratford, ON
3 of these firms are based in Stratford; the others serve Stratford from towns including Waterloo (39 km), Tavistock (13 km) and New Hamburg (22 km).
1 open weekends · 6 rated 4.5+
Data verified October 16, 2026
WK Financial Planning
Franklin E. Hinz
Book onlineBook
KLT Wealth Management
“Brad has time and again shown me how to better organize myself financially through various milestones in the years we have been connected.”
Raymer Financial | iA Private Wealth
“Celebrating with my milestones and supporting, advising and guiding through life's uncertain obstacles, Their envirnment is one of warmth, where you feel at home to dicuss anything.”
Livy Financial Planning
The 10 firms listed for Stratford, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Stratford, ON
8 of the 10 firms on this page have a rating, from 3.6 to 5.0 across 209 reviews; 1 has 50 or more reviews and 6 are rated 4.5 or higher. 1 is open on weekends. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation. We have a website on file for all 10 of the firms on this page; 6 publish a contact page; 6 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Stratford listed here?
3 of the 10 firms are in Stratford itself. The rest come from other towns within 40 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Green Private Wealth
“Green Private Wealth has been looking after my portfolio for a few years now.”
Blair Financial Services
“His advice has served me well all these years and I would not hesitate to recommend him to anyone (and I have).”
MAC
BLA Private Wealth Raymond James
Why these companies made our list
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