Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
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
12
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
MBA, CFP® TRUE WEALTH DESIGN, LLC 700 Ghent Road, Suite 100, Akron, OH 44333 |
15 | Not Specified | $250,000 | Not Specified |
| Johnathan W. Roberts
CPA AUXIN GROUP 2923 Smith Rd, Suite 202, Akron, OH 44333 |
9 | Not Specified | $100,000 | Fee-Based |
Qualifications
CRD# 5288710
Firm CRD# 143194
Series 65
Office Location
700 Ghent Road, Suite 100,
Akron,
OH
44333
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.
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
Firm CRD# 226599
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2923 Smith Rd, Suite 202,
Akron,
OH
44333
Phone Number
330-237-4065
Auxin Group Wealth Management, LLC, is an independent advisory firm (assets held with Charles Schwab) specializing in financial planning and investment management. Based in Northeast Ohio, we are trusted by successful individuals and families nationwide to create and implement customized plans to accumulate, maintain, and distribute assets. The Auxin Group name explains our philosophy best. Auxins are hormones that help guide plant growth. They affect the processes that allow a plant to follow the sun and gain the most energy. This is similar to how Auxin Group meets the needs of our clients. We envision our clients' financial goals as the sun. Our job is to serve as auxins - always guiding our clients toward the sun, regardless of changes in the market or personal circumstances. This is significant because, at Auxin Group, our clients are not just numbers. We know our clients. We like our clients. We enjoy working with them and their families, from generation to generation. As a result, we grow to really understand our clients' unique and complex needs. By truly valuing client relationships, Auxin Group is able to offer a unique and discreet experience - one with tailored, long-term solutions.
Advisory Services Provided:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Investment Advice & Management
Top Financial Advisor Firms in Akron, Ohio (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| SEQUOIA FINANCIAL GROUP, L.L.C.
3500 Embassy Parkway, Akron, OH 44333 |
$10,090,918,361 | 16247 |
A percentage of AUM Hourly charges Subscription fees Fixed fees |
| VALMARK ADVISERS, INC.
130 Springside Drive , Suite 300, Akron, OH 44333 |
$7,506,226,783 | 13514 |
A percentage of AUM Hourly charges Fixed fees |
| OAK ASSOCIATES LTD
3875 Embassy Parkway , Suite 250, Akron, OH 44333 |
$2,067,000,000 | 91 |
A percentage of AUM |
| KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
3421 Ridgewood Road , Suite 125, Akron, OH 44333 |
$540,286,041 | 796 |
A percentage of AUM Hourly charges Fixed fees |
| JENTNER WEALTH MANAGEMENT
3677 Embassy Parkway, Akron, OH 44333 |
$529,600,647 | 904 |
A percentage of AUM Hourly charges Fixed fees |
| WELLS TRECASO FINANCIAL GROUP, LLC
3560 West Market Street , Suite 340, Akron, OH 44333 |
$477,875,527 | 1099 |
A percentage of AUM |
| TRUE WEALTH DESIGN, LLC
700 Ghent Road , Suite 100, Akron, OH 44333 |
$416,875,913 | 1070 |
A percentage of AUM Hourly charges Fixed fees |
| SYMPHONY FINANCIAL SERVICES, INC.
4100 Embassy Parkway , Suite 100, Akron, OH 44333 |
$339,461,674 | 1162 |
A percentage of AUM Hourly charges Fixed fees |
| AUXIN GROUP WEALTH MANAGEMENT, LLC
2923 Smith Road , Suite 202, Akron, OH 44333 |
$300,774,656 | 786 |
A percentage of AUM Hourly charges Fixed fees Other (FEE OFFSET) |
| PRESPER FINANCIAL ARCHITECTS, LLC
441 Wolf Ledges Parkway , Suite 103, Akron, OH 44311-1077 |
$261,619,486 | 1381 |
A percentage of AUM Hourly charges Fixed fees |
| EGI FINANCIAL, INC.
50 South Main Street , Suite 1210, Akron, OH 44308-1831 |
$221,165,213 | 437 |
A percentage of AUM Hourly charges |
| 1858 WEALTH MANAGEMENT, LLC
3250 West Market Street , Suite 105, Akron, OH 44333 |
$192,000,000 | 377 |
A percentage of AUM |
| WARTHER PRIVATE WEALTH
1075 West Market St., Akron, OH 44313 |
$176,443,799 | 470 |
A percentage of AUM Hourly charges Fixed fees Other (THIRD PARTY ADVISORY FEES) |
| OELSCHLAGER INVESTMENTS
4040 Embassy Pkwy Suite 320, Akron, OH 44333 |
$35,111,864 | 11 |
A percentage of AUM |
| VALMARK RETIREMENT ADVISERS, LLC
130 Springside Drive, , Suite 300, Akron, OH 44333 |
$0 | 0 |
A percentage of AUM |
* 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 |
Grow your AUM with pre-qualified leads!
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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?
