Find a Financial Planner in Akron, OH

 

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We Only Work With The Best Akron Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Akron, OH


  • Financial Advisor Close to Akron, OH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Akron Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Akron area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Akron is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
18.7% of Akron's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Akron area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Akron area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Akron area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Akron area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Ohio has unique laws defining which actions trigger a taxable event and has the 16th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Akron area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Akron area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Akron, OH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Akron, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Akron financial advisors.
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How Retirement-Friendly is Akron, OH?

  • Population: 198,051
  • % of Population 62 Years and Over: 18.7%
  • Average Home Value: $85,700
  • Average Monthly Housing Cost: $762
  • Average Household Income: $55,286
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)


The Top Financial Advisor Firms in Akron, OH


SYMPHONY FINANCIAL SERVICES, INC.

Website

(330) 434-2000

4100 Embassy Parkway
Suite 100
Akron, OH 44333

SEC#: 801-63300
Years in Business: 17 years

VALMARK RETIREMENT ADVISERS, LLC

Website

(330) 576-1234

130 Springside Drive,
Suite 300
Akron, OH 44333

SEC#: 801-108775
Years in Business: 4 years

WELLS TRECASO FINANCIAL GROUP, LLC

Website

(330) 752-1547

3560 West Market Street
Suite 340
Akron, OH 44333

SEC#: 801-112139
Years in Business: 3 years

EGI FINANCIAL, INC.

Website

(330) 535-0881

50 South Main Street
Suite 1210
Akron, OH 44308

SEC#: 801-112725
Years in Business: 3 years

TRUE WEALTH DESIGN, LLC

Website

(330) 777-0688

700 Ghent Road
Suite 100
Akron, OH 44333

SEC#: 801-113277
Years in Business: 3 years

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Website

(330) 666-6886

130 Springside Drive
Suite 210
Akron, OH 44333

SEC#: 801-79520
Years in Business: 7 years

JENTNER WEALTH MANAGEMENT

Website

(330) 668-1000

3677 Embassy Parkway

Akron, OH 44333

SEC#: 801-23465
Years in Business: 36 years

PRESPER FINANCIAL ARCHITECTS, LLC

Website

(330) 253-6000

441 Wolf Ledges Parkway
Suite 103
Akron, OH 44311

SEC#: 801-113773
Years in Business: 3 years

1858 WEALTH MANAGEMENT, LLC

Website

(234) 678-5183

3250 West Market Street
Suite 105
Akron, OH 44333

SEC#: 801-117807
Years in Business: 1 years

AUXIN GROUP WEALTH MANAGEMENT, LLC

Website

(330) 237-1030

2923 Smith Road
Suite 202
Akron, OH 44333

SEC#: 801-118008
Years in Business: 1 years