Find a Financial Planner in Shaker Heights, OH

 

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We Only Work With The Best Shaker 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 Shaker Heights, OH


  • Financial Advisor Close to Shaker 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 Shaker Heights Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Shaker Heights area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Shaker Heights offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
22.5% of Shaker 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 Shaker 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 Shaker 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 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 Shaker Heights area an ongoing effort.
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 Shaker 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 Shaker 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Shaker Heights area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 27,387
  • % of Population 62 Years and Over: 22.5%
  • Average Home Value: $237,800
  • Average Monthly Housing Cost: $1,337
  • Average Household Income: $143,652
  • 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 Shaker Heights, OH


CAPITAL ADVISORS, LTD., LLC

Website

(216) 295-7900

20600 Chagrin Blvd Suite 1115

Shaker Heights, OH 44122

SEC#: 801-71559
Years in Business: 11 years

PARAGON ADVISORS, INC.

Website

(216) 491-3990

3401 Tuttle Road
Suite 290
Shaker Heights, OH 44122

SEC#: 801-54375
Years in Business: 24 years

FALMOUTH INVESTMENT COMPANY, INC.

Website

(216) 491-3990

3401 Tuttle Road
Suite 290
Shaker Heights, OH 44122

SEC#: 801-61436
Years in Business: 18 years

ALIGN CAPITAL PARTNERS, LP

Website

(214) 780-0857

3401 Tuttle Road
Suite 250
Shaker Heights, OH 44122

SEC#: 801-108180
Years in Business: 4 years