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HELP ME FIND MY ADVISOR
HELP ME FIND MY ADVISOR
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Akron. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisors in Akron, Ohio | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Lisa Hay, CPA, CFP®, AIF®, RICP®, Cornerstone Capital Advisors |
1640 Corporate Woods Circle, Uniontown, OH 44685 |
(330) 896-6250 |
| John Hubbard, Financial Engines Advisors, LLC |
3900 Medina Rd., Akron, OH 44333 |
(330) 576-6150 |
| Matt Burnham, Auxin Group Wealth Management |
2923 Smith Rd, Suite 202, Akron, OH 44333 |
(330) 237-1032 |
| Marco Mazzone, American Heritage Financial Advisors,LLC |
8227 Brecksville Rd, Brecksville, OH 44141 |
(440) 546-7550 |
| Michael Kelley, CFP®, CLU®, Kelley Financial Planning |
600 Superior Ave. East, Cleveland, OH 44114 |
(330) 990-8895 |
| Ryan Sullivan, Financial Engines Advisors, LLC |
6327 Wilson Mills Road, Highland Heights, OH 44143 36040 Detroit Road, Avon, OH 44011 |
(440) 919-2000
(440) 934-6565 |
| Doug Corp, Financial Engines Advisors, LLC |
1449 Boardman-Canfield Rd Suite 170, Youngstown, OH 44512 |
(330) 726-3100 |
Qualifications
CRD# 6277358
Series 65
Compensation/Fee
I am a Fee-Only financial professional, Based on Assets, Flat Fee
Office Location
1640 Corporate Woods Circle,
Uniontown,
OH 44685
Phone Number
(330) 8966250
Lisa is a Lead Advisor with over 15 years of experience as a CPA. Lisa is also a CERTIFIED FINANCIAL PLANNER (CFP®), Retirement Income Certified Professional® (RICP®) and ACCREDITED INVESTMENT FIDUCIARY(AIF®). Lisa specializes in serving clients who are nearing or in retirement, or experiencing other life transitions. Lisa's clients benefit from her caring guidance and personalized financial life planning approach. Lisa loves the challenge of arranging the different pieces of each client's financial puzzle into a cohesive image: integrating and optimizing the complex world of investing, tax strategies, retirement planning, and estate/charitable planning.
At Cornerstone Capital Advisors, we help you to align your financial resources with your unique values and goals through an integrated investment strategy and a customized financial plan. As a fee-only, Registered Investment Advisor, our experienced staff has a fiduciary responsibility to provide you with objective advice and strategies which keep your interests ahead of our own. We offer Financial Planning and Investment Advisory services, ensuring that all of the financial puzzle pieces work together effectively.
Qualifications
CRD# 5556049
FirmCRD# 104510
Series 7, 66
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets
Office Location
3900 Medina Rd.,
Suite Q,
Akron,
OH 44333
Phone Number
(330) 5766150
Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration and Finance from West Virginia University. Married to Michele. They have two children: Madison and Zachary. John enjoys spending time with family, Crossfit, fishing, coaching wrestling, and watching the WVU Mountaineers.
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
Qualifications
CRD# 5586452, 4957197
Series 7, 66
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly
Office Location
2923 Smith Rd, Suite 202,
Akron,
OH 44333
Phone Number
(330) 2371032
Ben Tegel is a Financial Advisor with a background in security analysis and data management. Ben started his financial advisory practice in 2005 and primarily works with business owners, executives, and beneficiaries of the Utica Shale Development. Prior to joining UBS, Ben worked for Morningstar, Inc., a leading provider of independent financial research and analysis. He played football for the University of Chicago and graduated with a degree in Economics. Ben is a member of West Akron Kiwanis, Torchbearers, Akron Children's Hospital Emerging Leaders, Akron Reads, and Destination College. He lives in Bath, OH with his wife Tessa, sons Grayson and Wes, and enjoys playing basketball, football, and chess. Matt Burnham is a Financial Advisor with an extensive background in Liability Management, Real Estate Finance, and a specialty in Oil & Gas related financial issues. Matt's clientele in landowners, farmers, business owners, and executives. Prior to joining UBS, Matt attended both the University of Akron and Kent State University where he studied Biology and History. Matt is a member of the National Association of Royalty Owners, and is working toward completing his Certification in Mineral Management. In addition to this, he is an active member of the Little Traverse Conservancy, a supporter of the University of Akron Athletics Programs, and coaches youth soccer. He resides in West Akron with his wife Noelle and their two Great Danes, Clover and Berkeley.
Focused Expertise with Broad Resources: Wealth Management requires a holistic approach. Auxin Group Wealth Management provides Financial and Retirement Planning, Investment Management, Investment Analysis, Portfolio Construction, Insurance Planning, Liability Management, and has an expertise in financial matters related to Oil & Gas Mineral Interests. In addition, we maintain strategic relationships with specialists in every aspect of the financial field to connect clients with the appropriate solution for whatever their need may be. Informed, Unbiased Advice Tailored Specifically for Each Client: Grounded with a deep-rooted understanding of economics, along with experience at one of the largest investment research firms in the world, Auxin Group Wealth Management is committed to providing clients investment advice based on both Technical and Fundamental Analysis, as well as information drawn from independent third party research to ensure that decisions are made with the clients' best interests placed ahead of advisor compensation. Discreet, One-to-One Client Service: Clients' needs are complex. As a result, Auxin Group Wealth Management has a service model in place that ensures a consistent level of attention for both new and existing clients. Our clientele include individuals, businesses, executives, farmers and landowners in Ohio and 9 other states.
Qualifications
CRD# 324343
FirmCRD# 119914
Series 6, 7, 63
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
8227 Brecksville Rd,
Suite 201,
Brecksville,
OH 44141
Phone Number
(440) 5467550
Mr. Mazzone's current focus is in Retirement Planning and Investment Management for Wealth Management Individuals and Corporations. He has provided financial advice to Individuals, Corporations and Government Agencies. Marco is educationally oriented with all the help and advice he provides to all of his clients, so that each one of them will make intelligent informed decisions. He has conducted over 2,300 group Financial Education Seminars for Corporations and Gov't. Agencies through out the Eastern U.S. Marco performs extensive due diligence on the plans,services and investments that he may recommend. An Independent Advisor he has no allegiance or conflicts of interests to any companies. Marco's philosophy is to incorporate a Multi-strategy approach that creates a "Protect the Downside" Strategy. We all know how important this kind of strategy is in todays economy and clients in their retirement years. Marco was born and raised in Cleveland, Ohio, educated at Kent State University with a B.S. in Accounting and Business Administration. Received his Certified Financial Planning Diploma from The College for Financial Planning in Denver, Colorado, and is also a Certified Senior Advisor. Marco and Mary reside in North Royalton, Ohio and enjoy their family of two children and five grandchildren. His hobbies include golf, travel, boating, aviation, water skiing, piano, sports and reading. He donates his time to his community with numerous charities, and belongs to the Brecksville Chamber of Commerce.
Financial Planning and Registered Investment Advisory Firm. Specializing in IRA Rollovers, 401k, 457, 403b, Pension Plans, Retirement Planning, Portfolio Management and Estate Planning, Trusts and Medicaid Planning. Investment Analysis and Forecasting Analysis. Additional expertise in Annuities, Life Insurance and Long-term Care Strategies.
Qualifications
CRD# 6146459
Series 7, 24, 63, 65
Compensation/Fee
I am a fee-only financial professional, Based on Assets, Flat Fee, Subscriptions
Office Location
600 Superior Ave. East,
PMB #13107,
Cleveland,
OH 44114
Phone Number
(330) 9908895
Michael Kelley is not your "typical" financial advisor. Mike is fueled by his compassion to help people build a stronger future and his strong dissatisfaction with the status quo within the financial industry. He has worked with multiple firms over the past 10 years and has witnessed the good, the bad and the very ugly within this industry. After many years of seeing clients' financial plans underserved and products oversold by insurance agents and salespeople holding themselves out to be financial advisors, he decided to build his own firm, Kelley Financial Planning. Mike built his firm from scratch, using only the best technology and practices he has picked up along his career. He believes that the only true way an advisor can be a fiduciary and work under the least amount of conflicted interest is to be a Fee-Only advisor. Mike has signed a Fiduciary Oath that requires him to ALWAYS act in the best interest of his clients. He can NEVER receive commissions and; therefore, he has no incentive to sell products. Mike is compensated solely by his clients. Most of his clients prefer Comprehensive Planning and to pay him on a monthly basis, but he also has the ability to simply manage their investments or to build them a One-Time financial plan to ensure they are on the right track. Mike is a NAPFA Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER Professional, and Chartered Life Underwriter®.
Michael Kelley is not your "typical" financial advisor. Mike is fueled by his compassion to help people build a stronger future and his strong dissatisfaction with the status quo within the financial industry. He has worked with multiple firms over the past 10 years and has witnessed the good, the bad and the very ugly within this industry. After many years of seeing clients' financial plans underserved and products oversold by insurance agents and salespeople holding themselves out to be financial advisors, he decided to build his own firm, Kelley Financial Planning. Mike built his firm from scratch, using only the best technology and practices he has picked up along his career. He believes that the only true way an advisor can be a fiduciary and work under the least amount of conflicted interest is to be a Fee-Only advisor. Mike has signed a Fiduciary Oath that requires him to ALWAYS act in the best interest of his clients. He can NEVER receive commissions and; therefore, he has no incentive to sell products. Mike is compensated solely by his clients. Most of his clients prefer Comprehensive Planning and to pay him on a monthly basis, but he also has the ability to simply manage their investments or to build them a One-Time financial plan to ensure they are on the right track. Mike is a NAPFA Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER Professional, and Chartered Life Underwriter®.
Qualifications
CRD# 4527972
FirmCRD# 104510
Series 7, 66
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets
Office Location
6327 Wilson Mills Road,
Highland Heights,
OH 44143
Phone Number
(440) 9192000
Office Location
36040 Detroit Road,
Suite E,
Avon,OH 44011
Phone Number
(440) 9346565
Joined Financial Engines in 2016. Began his career in the financial services industry in 2002. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Flagler College. Married to Chrissy. They have two children: Ryan and Kimmy. Ryan enjoys traveling, fishing, hiking, and swimming with his family.
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
Qualifications
CRD# 5739556
FirmCRD# 104510
Series 7, 65
Compensation/Fee
I am a Fee-Based financial professional
Office Location
1449 Boardman-Canfield Rd Suite 170,
Youngstown,
OH 44512
Phone Number
(330) 7263100
Joined Financial Engines in 2014. Began his career in the financial services industry in 2009. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Master's degree in Business Administration and Bachelor's degree in Finance from Kent State University. Married to Ashley. They have three children: Matthew, Mason and Mila.
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
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