Find a Financial Planner in Independence, OH

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Independence 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 Independence, OH


  • Financial Advisor Close to Independence, 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 Independence 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 Independence 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 Independence is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
25.5% of Independence'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 Independence 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 Independence 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 is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Independence area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Independence 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Independence area, 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 Independence 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 Independence, 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 Independence, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Independence financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Independence, OH?

  • Population: 7,169
  • % of Population 62 Years and Over: 25.5%
  • Average Home Value: $249,900
  • Average Monthly Housing Cost: $1,242
  • Average Household Income: $139,901
  • 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 Independence, OH


FAIRWAY WEALTH MANAGEMENT LLC

Website

(216) 573-7200

6055 Rockside Woods Blvd.
Suite 330
Independence, OH 44131

SEC#: 801-61106
Years in Business: 19 years

STRATEGIC WEALTH PARTNERS, LTD.

Website

(216) 800-9000

5005 Rockside Road
Suite 1200
Independence, OH 44131

SEC#: 801-79487
Years in Business: 7 years

RIVERVIEW RESEARCH, LLC

Website

(216) 573-0420

7100 E. Pleasant Valley Rd.
Suite 280
Independence, OH 44131

SEC#: 801-78821
Years in Business: 7 years

EDGEWATER CAPITAL PARTNERS

Website

(216) 292-3838

5005 Rockside Road
Suite 840
Independence, OH 44131

SEC#: 801-118018
Years in Business: 1 years

FAIRWAY WEALTH MANAGEMENT LLC

Website

(216) 573-7200

6055 Rockside Woods Blvd.
Suite 330
Independence, OH 44131

SEC#: 801-119777
Years in Business: 0 years