Michael Kelley
CFP®
Cornerstone Wealth Management
Vice President, Financial Planner
Michael Kelley
CFP®
Cornerstone Wealth Management
Vice President, Financial Planner
As a fiduciary and fee-only financial advisor, I’ll be your guide through any of life’s challenging transitions and there to help you with any difficult decisions. - Michael Kelley, CFP®
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
Michael Kelley is a CERTIFIED FINANCIAL PLANNER™ Professional and co-owner of Cornerstone Wealth Management, a Fee-Only, Registered Investment Advisory (RIA) firm located in Westlake, Ohio. Michael and his team serve clients locally and also virtually across the country. Michael typically works with clients on an ongoing basis but does offer one-time planning for those that prefer a more DIY solution. As a fee-only, fiduciary, and independent financial advisor, Michael Kelley, CFP® is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Michael's work as a financial planner has been cited in numerous financial and trade magazines including CNBC, TheStreet, and LendingTree.
I’m a CERTIFIED FINANCIAL PLANNER™ Professional and co-owner of Cornerstone Wealth Management, a Fee-Only, Registered Investment Advisory (RIA) firm located in Westlake, Ohio. My team and I serve clients locally and virtually across the country.
As a fiduciary and fee-only financial advisor, I’ll be your guide through any of life’s challenging transitions and there to help you with any difficult decisions.
We work with clients to help them feel comfortable about their income and investments as they enter or near retirement. We typically work on an ongoing basis but do offer one-time planning for those that prefer a more DIY solution. Let our team help you worry less about money so you can get back to living your life!
My work as a financial planner has been cited in numerous financial and trade magazines including CNBC, TheStreet, and LendingTree.
My love for investments started when I bought my first 3 stocks at the age of 14 (with my Dad’s help, obviously). Curious to know which ones? Walmart, JLG and Cisco. I can still remember anxiously waiting to read the Sunday paper and find out how my stocks performed that week. Wow, times sure have changed!
I’m a graduate from The University of Akron and a proud member of the National Association of Personal Financial Advisors (NAPFA), the Cleveland Financial Advisors Network, and the Certified Financial Planner Board (CFP®).
When I'm not in the office creating financial plans, you'll either find me on the golf course or walking the Metroparks with my wife and dog.
My clients often have questions like this:
- How much money do I need to have saved before I can retire?
- I just started a new job. Can you help me select the right benefits (medical, disability, 401(k), HSA, etc.)
- When is the right time to start taking Social Security?
- How can I make sure that I won't become a burden to my family?
- How much money can I take from my retirement accounts each year?
- We've kind of been coasting and ignoring our finances. Can you provide us with a "plan" and get us on the right track?
- I prefer to manage my own investment accounts. Can you just provide me with a second opinion on my investment strategy?
- Should I pay off my mortgage before I retire?
- Is it better to take my pension as a lump-sum?
- Is that sales pitch on TV about an annuity too good to be true? (hint.... yes)
- Is it time to sell my stocks and buy bonds?
If any of those questions sound like something you've been asking yourself, please schedule a free, no-obligation, 15-minute call by clicking here.
Michael Kelley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Cornerstone Wealth Management is a Fee-Only, Registered Investment Advisory (RIA) firm located in Westlake, Ohio. Their co-owner and Vice President, Michael Kelley, has been cited in numerous financial and trade magazines including CNBC, TheStreet, and LendingTree.
Cornerstone Wealth Management provides comprehensive financial planning, retirement planning and ongoing investment management to clients in Westlake, OH and across the country.
As a fee-only, fiduciary, and independent financial advisory firm, we can never receive a commission of any kind, and always have a legal obligation to provide unbiased advice that's in your best interest.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Growing Families
- Sudden Money Situations
Working Together
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
Professional Designations & Affiliations
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Michael Kelley is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael Kelley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Michael Kelley is Co-Chair of the Associate Board for the Malachi House
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Michael Kelley is Quoted on LendingTree.com: "Personal Loan Requirements — and How to Meet Them"
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Michael Kelley is Quoted on Policygenius: "They may share love, but many couples don't share money"
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Michael Kelley is Quoted on TheStreet.com: "For Financial Planners, Timing the Discussion of Fees is Crucial"
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Michael Kelley is Quoted on CNBC: "This is the age when Americans are deepest in debt"
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Michael Kelley is Quoted on CNBC: "14% of American with retirement savings both working and unemployed, have already tapped into those funds"
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Michael Kelley is Quoted on CNBC: "Americans have $29,000 in debt—and many say they’ll be paying it off forever"
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Michael Kelley is a Member of the National Society of Financial Service Professionals
Contact Michael Kelley
Office Locations:
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27366 Center Ridge Rd
Westlake, OH 44145
