Scott Snow

CFP®, CPA

Scott Snow (financial advisors) LLC

Financial Advisor

Scott Snow

CFP®, CPA

Scott Snow (financial advisors) LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Scott Snow, CFP®, CPA

(440) 871-7669

Fee-Only Financial Planner Serving Cleveland and Northeast Ohio

Scott Snow is a Westlake, OH fee-only financial planner. Scott Snow (financial advisors) LLC provides comprehensive wealth management solutions including wealth accumulation, wealth preservation, and wealth transfer to help high-net-worth individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Snow is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Scott P. Snow is the Managing Director of Scott Snow (financial advisors) LLC. Scott is a Certified Public Accountant, Certified Financial Planner and Certified Investment Management Analyst. Prior to forming his own firm in 2005, Scott was a financial advisor with Ernst & Young LLP in the Cleveland office.

He holds a bachelor’s degree in business administration from the University of North Florida, where he concentrated in accounting and computer information systems. Scott participates annually in The Plain Dealer’s Tax Call-In which is a special hotline staffed by top local tax and financial planning professionals who volunteer their time to help readers with tax related questions. Scott is a sought-after resource for other business media as well, including Crain’s Cleveland Business, Financial Advisor and Investment News.

Scott is a member of the Case Western Reserve University Estate Planning Council. He is a member of University Hospitals Diamond Advisory Group and a member of The National Association of Personal Financial Advisors. Scott is an advisory board member of the University of Michigan–Prechter Bipolar Research Fund. In addition, Scott is a volunteer for Junior Achievement, a program that fosters work-readiness, entrepreneurship and financial literacy skills for children grades K-12. He also is a sounding board and provides guidance on wealth management topics to business owners, accountants, attorneys and bankers.

Scott Snow 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.
Scott Snow (financial advisors) LLC is an independent financial advisory firm providing comprehensive wealth management solutions for high-net-worth individuals. We become partners with our clients in developing and implementing long-term financial plans. We are a fee-only firm; we do not receive commissions, bonuses or incentives from other institutions for referring their services. Our advice is unbiased and focused on our clients’ best interests.

We work with clients to help them find answers to the challenging questions they face regarding their finances. We work comprehensively to coordinate all facets of a client’s financial life and serve as the chief financial contact point. We focus on a client’s best interests, sorting the entire marketplace to recommend optimal, tailored solutions at the most reasonable cost. Our broad experience in the field provides us the knowledge, skills and confidence to integrate a client’s entire financial situation from investments to tax issues. The result is an integrated approach to reaching financial goals sooner and with less stress.

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
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Scott Snow is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Scott Snow is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • CPA - Certified Public Accountant
    Scott Snow is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • CIMA - Certified Investment Management Analyst
    Scott Snow is a Certified Investment Management Analyst® (CIMA®)

    The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.

Contact Scott Snow

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Office Locations:

  • 1991 Crocker Road
    Suite 210
    Westlake, OH 44145

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