Find a Financial Planner in Westlake, OH

 

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We Only Work With The Best Westlake 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 Westlake, OH


  • Financial Advisor Close to Westlake, 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 Westlake 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 Westlake 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 Westlake, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
28.0% of Westlake'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 Westlake 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 Westlake 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 sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Westlake area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Westlake area is generally long-term and performed with the help of a qualified planner. 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 is a service offered by many financial advisors, planners, and other professionals in the Westlake area. Typically, it 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Westlake area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 32,275
  • % of Population 62 Years and Over: 28%
  • Average Home Value: $267,200
  • Average Monthly Housing Cost: $1,226
  • Average Household Income: $119,845
  • 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 Westlake, OH


HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.

Website

(440) 899-1121

159 Crocker Park Blvd.
Suite 350
Westlake, OH 44145

SEC#: 801-107330
Years in Business: 5 years

PARADIGM WEALTH MANAGEMENT, LLC

Website

(440) 892-5900

159 Crocker Park Blvd
Suite 400
Westlake, OH 44145

SEC#: 801-69719
Years in Business: 12 years

JPS FINANCIAL, LLC

Website

(440) 899-6350

2001 Crocker Road
Suite 530
Westlake, OH 44145

SEC#: 801-78803
Years in Business: 7 years

ELIOS FINANCIAL GROUP, INC.

Website

(440) 617-9100

30700 Center Ridge Road
Suite A
Westlake, OH 44145

SEC#: 801-113807
Years in Business: 2 years

MICHAEL BRADY & CO., LLC

Website

(440) 235-2100

28871 Center Ridge Road
Suite 102
Westlake, OH 44145

SEC#: 801-112508
Years in Business: 3 years

CORNERSTONE WEALTH MANAGEMENT

Website

(440) 899-4000

835 Sharon Drive
Suite 280
Westlake, OH 44145

SEC#: 801-51066
Years in Business: 25 years

LESJAK PLANNING, LLC

Website

(440) 871-9500

1991 Crocker Rd
Suite 575
Westlake, OH 44145

SEC#: 801-15662
Years in Business: 40 years

SCOTT SNOW (FINANCIAL ADVISORS) LLC

Website

(440) 871-7669

1991 Crocker Road, Suite 210

Westlake, OH 44145

SEC#: 801-64172
Years in Business: 16 years

PROSPERITY CAPITAL ADVISORS

Website

(440) 875-6555

30400 Detroit Road
Suite 201
Westlake, OH 44145

SEC#: 801-72187
Years in Business: 10 years

VALOR CAPITAL MANAGEMENT, LLC

Website

(440) 872-6559

30400 Detroit Road,
Suite 201
Westlake, OH 44145

SEC#: 801-112560
Years in Business: 3 years