Find a Financial Planner in Summit County, OH

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Summit 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 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 Summit County, OH


  • Financial Advisor Close to Summit 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

 

How Can a CFP® in Summit County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Summit County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Summit County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
21.6% of Summit County'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 Summit County area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Summit County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Summit County area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Summit County area who determine what breaks are available to you to minimize your tax payments. 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 Summit County 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 Summit County 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 Summit County, 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 Summit County, OH

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


How Retirement-Friendly is Summit County, OH?

  • Population: 541,334
  • % of Population 62 Years and Over: 21.6%
  • Average Home Value: $152,900
  • Average Monthly Housing Cost: $889
  • Average Household Income: $78,984
  • 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 Summit County, OH


SYMPHONY FINANCIAL SERVICES, INC.

Website

(330) 434-2000

4100 Embassy Parkway
Suite 100
Akron, OH 44333

SEC#: 801-63300
Years in Business: 16 years

VALMARK RETIREMENT ADVISERS, LLC

Website

(330) 576-1234

130 Springside Drive,
Suite 300
Akron, OH 44333

SEC#: 801-108775
Years in Business: 4 years

WELLS TRECASO FINANCIAL GROUP, LLC

Website

(330) 752-1547

3560 West Market Street
Suite 340
Akron, OH 44333

SEC#: 801-112139
Years in Business: 3 years

EGI FINANCIAL, INC.

Website

(330) 535-0881

50 South Main Street
Suite 1210
Akron, OH 44308

SEC#: 801-112725
Years in Business: 3 years

TRUE WEALTH DESIGN, LLC

Website

(330) 777-0688

700 Ghent Road
Suite 100
Akron, OH 44333

SEC#: 801-113277
Years in Business: 2 years

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

Website

(330) 666-6886

130 Springside Drive
Suite 210
Akron, OH 44333

SEC#: 801-79520
Years in Business: 7 years

JENTNER WEALTH MANAGEMENT

Website

(330) 668-1000

3677 Embassy Parkway

Akron, OH 44333

SEC#: 801-23465
Years in Business: 36 years

PRESPER FINANCIAL ARCHITECTS, LLC

Website

(330) 253-6000

441 Wolf Ledges Parkway
Suite 103
Akron, OH 44311

SEC#: 801-113773
Years in Business: 2 years

1858 WEALTH MANAGEMENT, LLC

Website

(234) 678-5183

3250 West Market Street
Suite 105
Akron, OH 44333

SEC#: 801-117807
Years in Business: 1 years

AUXIN GROUP WEALTH MANAGEMENT, LLC

Website

(330) 237-1030

2923 Smith Road
Suite 202
Akron, OH 44333

SEC#: 801-118008
Years in Business: 1 years