Find a Financial Advisor in Solon, OH

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Solon 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 Solon, OH


  • Financial Advisor Close to Solon, 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 Solon, 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 Solon, OH

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


How Retirement-Friendly is Solon, OH?

  • Population: 22,947
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $284,100
  • Average Monthly Housing Cost: $1,470
  • Average Household Income: $145,286
  • 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 Solon, OH

 

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

Website

(216) 292-5700

6240 Som Center Rd.,Suite 120

Solon, OH 44139

SEC#: 801-69044
Years in Business: 13 years

REDWOOD FINANCIAL NETWORK

Website

(440) 287-5020

30285 Bruce Industrial Parkway
Suite A
Solon, OH 44139

SEC#: 801-79617
Years in Business: 7 years

WALDEN WEALTH PARTNERS LLC

Website

(440) 248-1632

34305 Solon Road, Suite 75

Solon, OH 44139

SEC#: 801-107968
Years in Business: 5 years

EMERALD ADVISERS, LLC

Website

(216) 357-7412

6175 Som Center Road
Suite 210
Solon, OH 44139

SEC#: 801-40263
Years in Business: 29 years

EMERALD MUTUAL FUND ADVISERS TRUST

Website

(216) 357-7412

6175 Som Center Road
Suit 210
Solon, OH 44139

SEC#: 801-64204
Years in Business: 16 years

EMSTONE ADVISERS, LLC

Website

(216) 357-7412

6175 Som Center Rd
Suite 210
Solon, OH 44139

SEC#: 801-65994
Years in Business: 15 years

 


Solon, OH Financial Advisor FAQs

Choosing your financial advisor is not an easy decision. Given the number of scams that are out there, many people just want to avoid this process entirely. However, it's important to understand that for most Americans, one of the best things they'll ever do is choose a financial advisor who listens and invests their time in understanding your goals and objectives before investing their money elsewhere.
A financial planner can help create realistic financial goals by assessing your current income, assets, tax bracket, long-term savings goals for retirement or college funding.
Research the advisor before you work with them in order to find one who best suits your needs. A few questions to keep in mind are listed below. What types of services does the advisor provide? If they offer portfolio management or if they manage investments, what is their level of expertise in managing these investments? What state are they registered in? Are you comfortable speaking with someone on the phone without meeting them face-to-face first? How long have they been working as a financial advisor, and is this person licensed for your state or out of state but still practicing legally?
A financial advisor is a trained expert who can answer your most pressing questions about the intricacies of money, investments, and planning for your future.