Find a Financial Advisor in Uniontown, OH

 

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

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We Only Work With The Best Uniontown 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 Uniontown, OH


  • Financial Advisor Close to Uniontown, 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 Uniontown, 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 Uniontown, OH

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

  • Population: 3,241
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $165,200
  • Average Monthly Housing Cost: $897
  • Average Household Income: $89,776
  • 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 Uniontown, OH

 

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

Website

(330) 899-0135

3500 Massillon Road
Suite 250
Uniontown, OH 44685

SEC#: 801-117577
Years in Business: 2 years

CAPFINANCIAL PARTNERS, LLC

Website

(330) 896-6250

1640 Corporate Woods Circle

Uniontown, OH 44685

SEC#: 801-62193
Years in Business: 18 years

CAPFINANCIAL PARTNERS, LLC

Website

(330) 896-6250

1640 Corporate Woods Circle

Uniontown, OH 44685

SEC#: 801-62193
Years in Business: 18 years

CAPFINANCIAL PARTNERS, LLC

Website

(330) 896-6250

1640 Corporate Woods Circle

Uniontown, OH 44685

SEC#: 801-62193
Years in Business: 18 years

CAPFINANCIAL PARTNERS, LLC

Website

(330) 896-6250

1640 Corporate Woods Circle

Uniontown, OH 44685

SEC#: 801-62193
Years in Business: 18 years

CAPFINANCIAL PARTNERS, LLC

Website

(330) 896-6250

1640 Corporate Woods Circle

Uniontown, OH 44685

SEC#: 801-62193
Years in Business: 18 years

 


Uniontown, OH Financial Advisor FAQs

Financial advisors help with the very necessary step of helping people manage their personal financial security by offering competency in areas such as retirement planning, college savings accounts, insurance needs, tax preparation and more. Financial advisors are integral in helping individuals create years of peace of mind due to their ability to design an overall comprehensive plan that will look at both the person's future monetary needs and present cash flow.
There are many great resources around the web that integrate new technologies into financial advisory services for more accessible, user-friendly strategies. A few things to look for in a good advisor include: CFP certification, education background on investing theory, personality traits that match yours, complementary monetary philosophies, also be sure to interview prospective advisors on these notions so you feel confident about their philosophy and investment style before committing.
Yes. Whether you're investing 5,000 dollars or 500 million dollars, you need a professional for unbiased and individualized financial wellbeing.
Financial advisors can get paid in a few different ways. The more popular methods include charging a flat annual fee, charging based on assets under management, or commission-based pay which typically comes from commissions earned from the sale of investment products.