Find a Financial Planner in Mayfield Heights, OH

 

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We Only Work With The Best Mayfield Heights 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 Mayfield Heights, OH


  • Financial Advisor Close to Mayfield Heights, 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 Mayfield Heights Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Mayfield Heights area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Mayfield Heights can include managing client retirement accounts, investments, tax plans, and more.
26.3% of Mayfield Heights'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 Mayfield Heights 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 Mayfield Heights 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 a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Mayfield Heights area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Mayfield Heights area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Mayfield Heights 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 is a good way to make high-interest debts more manageable. Advisors in the Mayfield Heights area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 18,669
  • % of Population 62 Years and Over: 26.3%
  • Average Home Value: $143,000
  • Average Monthly Housing Cost: $947
  • Average Household Income: $71,180
  • 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 Mayfield Heights, OH


NCA FINANCIAL PLANNERS

Website

(440) 473-1115

6095 Parkland Blvd., Suite 210

Mayfield Heights, OH 44124

SEC#: 801-67059
Years in Business: 14 years

ST. CLAIR ADVISORS, LLC

Website

(440) 925-5670

6120 Parkland Blvd.
Suite 306
Mayfield Heights, OH 44124

SEC#: 801-71857
Years in Business: 10 years

LINSALATA CAPITAL MANAGEMENT, LLC

Website

(440) 684-1400

5900 Landerbrook Drive
Suite 280
Mayfield Heights, OH 44124

SEC#: 801-73875
Years in Business: 9 years

ANCORA ADVISORS LLC

Website

(216) 825-4000

6060 Parkland Boulevard
Suite 200
Mayfield Heights, OH 44124

SEC#: 801-61770
Years in Business: 18 years