Find a Financial Planner in Westlake, OH

 

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We did the hard work of finding trustworthy partners 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 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 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

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: 3 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

 


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