Find a Financial Advisor in Lake County, OH


Get Top Tier Financial Planning

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

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We Only Work With The Best Lake 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 Lake County, OH

  • Financial Advisor Close to Lake 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 Lake 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 Lake County, OH

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

  • Population: 229,954
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $160,100
  • Average Monthly Housing Cost: $960
  • Average Household Income: $81,155
  • 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 Lake County, OH




(440) 266-0928

7201 Center Street

Mentor, OH 44060

SEC#: 801-55069
Years in Business: 24 years


Lake County, OH Financial Advisor FAQs

In general, advisors are worth it when they have experience and knowledge relevant to your needs.
A financial advisor will typically plan an individual's retirement income, savings and investments to work in concert and provide for utmost stability and security.
Financial advisors get paid two ways, either a percentage of the assets they control or a flat rate each year.
It is recommended that you search for an advisor who specializes in your needs using the FINRA BrokerCheck website as it may be challenging to find information about their qualifications.