What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Cleveland, OH area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Cleveland, OH Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Justin Rush
CFP®
JGR Financial Solutions, LLC
Canton, OH
Specialties: Comprehensive Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Insurance Planning, Investment Management
When approaching retirement, it’s natural to wonder if you’ve saved enough to enjoy it all. We help you answer that question by building and implementing a retirement roadmap that confidently carries you to and through the retirement of your dreams.
Michael Kelley
CFP®
Cornerstone Wealth Management
Westlake, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
A Fee-Only financial planning firm located in Westlake, OH, specialized in offering ongoing advice to help you worry less about money & get back to living your life
Todd Pouliot
AIF®
Gateway Financial, LLC
Northfield, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, TSP and FERS Planning
Fee-Only financial planner located in Northfield, OH, serving clients locally and virtually across the country
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Cleveland, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Michael Brady
CFP®, MBA
Michael Brady & Co., LLC
Westlake, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving Northeast Ohio
Britta Koepf
CFP®, ChSNC®
Tranquil Path Financial Planning
Cleveland, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax Planning
Fee-Only financial planner in Cleveland, OH serving clients locally and across the country.
Joshua Levine
CFP®
Firefly Wealth Management, LLC
Cleveland, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Value-based Investing, Estate Planning, Charitable Giving, Tax Planning, College Education Planning
Fee-Only financial planner located in Cleveland, OH, serving clients locally and across the country
Leah Hadley
AFC®, CDFA®, MAFF
Intentional Wealth Partners
Cleveland, OH
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Divorce Financial Planning, Building Wealth, Financial Planning for Business Owners
At Intentional Wealth Partners, we’re not just financial advisors. We’re the people who help you think things through, talk things out, and stay steady when life gets complicated.
Dave Flegal
CPA, CFP®, MBA
Flegal Financial Planning
Cleveland, OH
Specialties: Tax Reduction Strategies, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation Tax Planning, Business Owner Tax Reduction Strategies, Tax Preparation
Fee-Only financial planner located in Cleveland, OH, serving clients locally and across the country
Tyler Koepf
JD, CPA*
M. Thomas Capital Management
Chagrin Falls, OH
Specialties: Estate Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner, Lawyer and Certified Public Accountant, located in Chagrin Falls, OH, serving clients throughout the Cleveland area and across the country
Kenneth Robinson
JD, CFP®
SAX Wealth Advisors
Rocky River, OH
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Donald Purtill
CPA/PFS, CGMA, MBA
Purtill Financial LLC
Highland Heights, OH
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor team serving Cleveland and the entire Northeast Ohio area.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
