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
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
MBA, CFP® TRUE WEALTH DESIGN, LLC 700 Ghent Road, Suite 100, Akron, OH 44333 |
15 | Not Specified | $250,000 | Not Specified |
Brian Maher
LC WEALTH MANAGEMENT 16453 S Red Rock Dr, Strongsville, OH 44136 |
23 | 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
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,
Strongsville,
OH
44136
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.
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 |
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 |
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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.
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