Find a Financial Planner in Cuyahoga County, OH

 

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We did the hard work of finding trustworthy partners in Cuyahoga County, OH.

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We Only Work With The Best Cuyahoga County Financial Advisors


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

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

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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 Cuyahoga County, OH


  • Financial Advisor Close to Cuyahoga County, 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 Cuyahoga County 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 Cuyahoga County 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 Cuyahoga County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
21.8% of Cuyahoga County'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 Cuyahoga County area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Cuyahoga County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Cuyahoga County area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Cuyahoga County 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 Cuyahoga County 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Cuyahoga County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 1247,451
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $141,200
  • Average Monthly Housing Cost: $884
  • Average Household Income: $74,923
  • 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 Cuyahoga County, OH


GLASFUNDS, LLC

Website

(216) 862-1300

1100 Superior Ave E
Suite 1775
Cleveland, OH 44114

SEC#: 801-119167
Years in Business: 0 years

CIRRUS WEALTH MANAGEMENT

Website

(216) 503-9310

6060 Rockside Woods Blvd
Suite 141
Cleveland, OH 44131

SEC#: 801-107369
Years in Business: 5 years

ANCORA RETIREMENT PLAN ADVISORS INC.

Website

(216) 593-5090

6060 Parkland
Suite 200
Cleveland, OH 44124

SEC#: 801-67475
Years in Business: 14 years

CBIZ RETIREMENT PLAN ADVISORY SERVICES

Website

(216) 447-9000

6050 Oak Tree Blvd
Suite 500
Cleveland, OH 44131

SEC#: 801-56332
Years in Business: 22 years

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Website

(216) 447-9000

6050 Oak Tree Blvd
Suite 500
Cleveland, OH 44131

SEC#: 801-108996
Years in Business: 4 years

ASSET MANAGEMENT ADVISORY GROUP LLC

Website

(216) 561-0744

614 W. Superior Ave
Suite # 625
Cleveland, OH 44113

SEC#: 801-67384
Years in Business: 14 years

HIGHLAND CONSULTING ASSOCIATES INC.

Website

(440) 808-1500

159 Crocker Park Blvd., Suite 350

Cleveland, OH 44145

SEC#: 801-46040
Years in Business: 27 years

FIRST FIDUCIARY INVESTMENT COUNSEL INC

Website

(216) 643-9100

6100 Oak Tree Blvd. Suite 185

Cleveland, OH 44131

SEC#: 801-11685
Years in Business: 45 years

WINFIELD ASSOCIATES INC

Website

(216) 241-2575

700 West st Clair Avenue
Suite 404
Cleveland, OH 44113

SEC#: 801-54970
Years in Business: 23 years

VANTAGE FINANCIAL GROUP, INC.

Website

(216) 642-7878

6200 Rockside Road

Cleveland, OH 44131

SEC#: 801-33485
Years in Business: 32 years