Find a Financial Advisor in Middleburg Heights, OH

 

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

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We Only Work With The Best Middleburg 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 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

Experience

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

Trustworthiness

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 Middleburg Heights, OH


  • Financial Advisor Close to Middleburg 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

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

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

  • Population: 15,573
  • % of Population 62 Years and Over: 28%
  • Average Home Value: $160,000
  • Average Monthly Housing Cost: $918
  • Average Household Income: $76,638
  • 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 Middleburg Heights, OH

 

FIDATO WEALTH LLC

Website

(440) 572-5552

7530 Lucerne Dr
Suite 400
Middleburg Heights, OH 44130

SEC#: 801-108417
Years in Business: 5 years

KEYSTONE FINANCIAL PLANNING, INC

Website

(440) 234-6323

7261 Engle Road #308

Middleburg Heights, OH 44130

SEC#: 801-30218
Years in Business: 34 years

MONEY CONCEPTS CAPITAL CORP

Website

(440) 580-4793

7003 Pearl Road
Ste. 15
Middleburg Heights, OH 44130

SEC#: 801-39736
Years in Business: 30 years

 


Middleburg Heights, OH Financial Advisor FAQs

This answer depends on the advisor, their qualifications, and the services they offer. The best way to find out how much you'll be paying for this type of service is by checking around or asking specific questions of your advisors that work this field.
A financial advisor helps people create a plan to achieve their goals, as well as keeps that person on track through the process of achieving those goals. In addition, they advise clients how much risk they can handle and what an appropriate asset allocation would be for those risks. Furthermore, they try to deduce the clients' tolerance levels for major fluctuations in their portfolio's value from either increases or decreases in stocks, bonds and other investments.
A financial advisor can vary in price depending on the quality of his or her experience, education, and certification. Some advisors are available to speak with for low rates while others must be booked weeks in advance at a high rate for an hour-long meeting or call.
If your assets are not currently diversified enough, or if they're too closely tied to one company right now, then an advisor may be worth looking into for you and your situation.