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
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
Douglas Kinsey
CFP®, CIMA®, AIFA®
Artifex Financial Group
Cleveland, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investments
Fee-Only Financial Advisor serving the state of Ohio.
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
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. Also serving Southwest Florida.
Michael Kelley
CFP®
Cornerstone Wealth Management
Westlake, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, 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
Janice Cackowski
CFP®
Centry Financial Advisors, LLC
Willoughby, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management
Fee-Only financial planner located in Willoughby, Ohio, serving clients virtually or in-person, both locally and across the country.
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
Leah Hadley
AFC®, CDFA®
Great Lakes Investment Mgmt
Cleveland, OH
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Divorce Financial Planning, Building Wealth, Financial Planning for Business Owners
Fee-Only financial planner located in Cleveland, OH, serving clients locally and across the country
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.
Kenneth Robinson
JD, CFP®
Practical Financial Planning
Rocky River, OH
Fiduciary. Fee-only. Holistic. Because investments alone aren't enough.™
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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)
