Find a Financial Advisor in Geauga County, OH


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

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We Only Work With The Best Geauga County 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA


All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC


Our Process for Choosing
An Independent Financial Advisor in Geauga County, OH

  • Financial Advisor Close to Geauga 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

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

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Geauga County, OH

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

  • Population: 93,843
  • % of Population 62 Years and Over: 24.1%
  • Average Home Value: $242,800
  • Average Monthly Housing Cost: $1,186
  • Average Household Income: $114,211
  • 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 Geauga County, OH




(440) 338-8611

13572 Chillicothe Rd

Novelty, OH 44072

SEC#: 801-69260
Years in Business: 13 years


Geauga County, OH Financial Advisor FAQs

Typically, financial advisors charge fees based either on an hourly rate or an annual percentage of assets under management (APM). Hourly rates range from $150 - $350 per hour depending on experience and firm type.
Do you have a fiduciary statement? What is your educational and employment background? How long have you been working as a financial advisor?
The rarest form of compensation for financial advisors is the fee-only model. Financial advisors on this kind of compensation scheme do not earn money through commissions and are only compensated on the basis of their time rendered.
Yes. There are many ways to invest, and different strategies can work better for different people based on their goals and risk tolerance. Your financial advisor is the best person to go over investment options with you, as they know what is appropriate for you based on your goals and risk tolerance.