Find Top Financial Advisors in Akron, Ohio

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Akron, Ohio, is consistently voted an "All American City". It has a reputation for being a high tech haven and known as the City of Innovation. Akron has a cost of living 6% lower than the national average and low crime rate, making it a great city to live in. Take advantage of the low cost of living with a financial advisor who can take your financial goals into consideration and guide you through the process of financial planning. If you are looking for a financial advisor in Akron for your retirement planning or your investment planning needs, look no further than WiserAdvisor. There are over 1100 financial advisors to choose from in the Akron area and finding the right advisor that meets your specific needs, understands your goals and helps you grow your finances transparently could be perplexing. That's why we are here to help. Connecting people to vetted financial advisors in our mission.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Akron, Ohio.

Finding the Top Financial Advisor in Akron, Ohio
Last Updated - 20-Mar-2023

Akron has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 44 non-vetted advisors in your local area. These financial advisors in Akron, Ohio have an average of 19 years of experience.

NOTE: The list of financial advisors in Akron, Ohio mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Akron, Ohio.

Qualified Financial Advisors in Akron, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
Kevin Kroskey
700 Ghent Road, Suite 100,
Akron, OH 44333
15 Not Specified $250,000 Not Specified
Brian Maher
16453 S Red Rock Dr,
Strongsville, OH 44136
23 Not Specified 100,000 Fee-Based

Information on Qualified Financial Advisors in Akron

Qualifications CRD# 5288710
Firm CRD# 143194
Series 65

Office Location 700 Ghent Road, Suite 100,
Phone Number 330-777-0688

Bio for Kevin Kroskey, CFP®, MBA: Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida. What is something most don't know about you? I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.

About True Wealth Design, LLC

We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in... - RETIREMENT PLANNING - TAX PLANNING - INVESTMENT MANAGEMENT ... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.

Advisory Services Provided:

Retirement Planning, Investment Advice & Management, Tax Advice and Services

Qualifications CRD# 2877392
Firm CRD# 39543
Series 6, 7, 24, 63, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets

Office Location 16453 S Red Rock Dr,
Phone Number 440-376-2782

In my 23 years as a financial advisor, I strive to improve the financial well-being of my clients through holistic wealth planning. By getting to know my client's needs, wants, and wishes I am able to create a financial plan to achieve their vision of the perfect retirement. Together we will routinely monitor progress and review your plan to ensure financial success.

Services Include:

1. Develop actionable plans for: Asset Management, Tax Efficient Retirement Income, Incapacity, and Legacy Wealth Transfer

2. Dedication to helping clients work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness

3. Work with 401(k), 403(b), defined benefit and 457(b) plans

Brian lives in Strongsville, Ohio and has two children who attend Xavier University and Walsh Jesuit High School. Brian is an active member of the Strongsville City Club which contributes to the vibrancy of the city and supports local Special Olympians along with their families. In his free time he enjoys coaching his children's soccer and basketball teams. Brian is always up for a round of golf with friends and family.

About LC Wealth Management

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Top Financial Advisor Firms in Akron, Ohio (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
3500 Embassy Parkway,
Akron, OH 44333
$10,090,918,361 16247 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
130 Springside Drive , Suite 300,
Akron, OH 44333
$7,506,226,783 13514 A percentage of AUM
Hourly charges
Fixed fees
3875 Embassy Parkway , Suite 250,
Akron, OH 44333
$2,067,000,000 91 A percentage of AUM
3421 Ridgewood Road , Suite 125,
Akron, OH 44333
$540,286,041 796 A percentage of AUM
Hourly charges
Fixed fees
3677 Embassy Parkway,
Akron, OH 44333
$529,600,647 904 A percentage of AUM
Hourly charges
Fixed fees
3560 West Market Street , Suite 340,
Akron, OH 44333
$477,875,527 1099 A percentage of AUM
700 Ghent Road , Suite 100,
Akron, OH 44333
$416,875,913 1070 A percentage of AUM
Hourly charges
Fixed fees
4100 Embassy Parkway , Suite 100,
Akron, OH 44333
$339,461,674 1162 A percentage of AUM
Hourly charges
Fixed fees
2923 Smith Road , Suite 202,
Akron, OH 44333
$300,774,656 786 A percentage of AUM
Hourly charges
Fixed fees
441 Wolf Ledges Parkway , Suite 103,
Akron, OH 44311-1077
$261,619,486 1381 A percentage of AUM
Hourly charges
Fixed fees
50 South Main Street , Suite 1210,
Akron, OH 44308-1831
$221,165,213 437 A percentage of AUM
Hourly charges
3250 West Market Street , Suite 105,
Akron, OH 44333
$192,000,000 377 A percentage of AUM
1075 West Market St.,
Akron, OH 44313
$176,443,799 470 A percentage of AUM
Hourly charges
Fixed fees
4040 Embassy Pkwy Suite 320,
Akron, OH 44333
$35,111,864 11 A percentage of AUM
130 Springside Drive, , Suite 300,
Akron, OH 44333
$0 0 A percentage of AUM

    List of Additional Advisors in Akron, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brant Giere
    Inquire with Brant
    3700 Embassy Parkway, Ste 340, Akron, OH  44333 330-670-7723
    Jason Netherton
    Inquire with Jason
    3333 Massillon Rd, Ste 110, Akron, OH  44312 330-628-8000
    Tim Channel
    Inquire with Tim
    3333 Massillon Rd, Ste 110, Akron, OH  44312 330-628-8000
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    3700 Embassy Parkway, Ste 340, Akron, OH  44333 330-670-4600
    Phillip Peachock
    Inquire with Phillip
    3333 Massillon Rd, Ste 110, Akron, OH  44312 330-628-8024
    Jeff McDaniels
    Inquire with Jeff
    3333 Massillon Rd, Ste 110, Akron, OH  44312 330-628-8000
    Kelly Pariso
    Inquire with Kelly
    972 E Turkeyfoot Lake Rd, Akron, OH  44312 330-595-4321
    Chelsie Brenneman Gibson
    Inquire with Chelsie
    3700 Embassy Parkway, Ste 340, Akron, OH  44333 330-670-4653
    James Woods
    Inquire with James
    3700 Embassy Parkway, Ste 340, Akron, OH  44333 330-670-4608
    Mark S Baer
    Inquire with Mark
    3700 Embassy Parkway, Ste 340, Akron, OH  44333 330-670-4635
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?