offered by BlackRock

If you have a financial advisor, or are interested in working with one, we have the CollegeAdvantage Advisor 529 Plan, offered by BlackRock. The Advisor 529 Plan offers the same 529 tax-saving benefits, but has different investment options and fund managers than the Direct 529 Plan. 

The CollegeAdvantage Advisor 529 Plan, offered by BlackRock, was designed with two main goals in mind:

  1. To provide investors with access to some of the most respected investment managers in the industry
  2. To offer the flexibility to develop an education savings strategy to meet investors’ unique needs

Features & benefits of the Advisor Plan

Ohio offers a college savings plan available exclusively through financial advisors. The Advisor Plan offers the same 529 features and benefits as the Direct Plan, including federal and State of Ohio tax advantages.

  • 1 Professional investment advice
  • 2 Custom-built portfolios to meet your needs
  • 3 Personalized service and ongoing support
  • 4 Financial planning experience and industry knowledge
  • 5 529 plan benefits such as tax-free earnings

Find out more about BlackRock!

Learn more about
the Advisor 529 Plan,
offered by BlackRock.