Find Top Financial Advisors in Akron
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Qualifications of Financial Advisor in Akron
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 |
| John Hubbard Edelman Financial Engines, LLC |
3900 Medina Rd., Akron, OH 44333 |
(330) 576-6150 |
| Kevin Kroskey, CFP®, MBA True Wealth Design, LLC |
700 Ghent Road, Suite 100, Akron, OH 44333 |
(330) 777-0688 |
| 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 |
| James Levine MBA, CFS Lincoln Financial Advisors Corp |
28601 Chagrin Boulevard Suite 300, Cleveland, OH 44122 |
(216) 595-4973 |
| Michael Kelley, CFP®, CLU® Kelley Financial Planning |
600 Superior Ave. East, Cleveland, OH 44114 |
(330) 990-8895 |
| Ryan Sullivan Edelman Financial Engines, LLC |
6327 Wilson Mills Road, Highland Heights, OH 44143 36040 Detroit Road, Avon, OH 44011 |
(440) 919-2000
(440) 934-6565 |
| Doug Corp Edelman Financial Engines, LLC |
1449 Boardman-Canfield Rd Suite 170, Boardman, OH 44512 |
(330) 726-3100 |
Information on Qualified Financial Advisors in Akron
Qualifications
CRD# 5556049
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
3900 Medina Rd.,
Suite Q,
Akron,
OH 44333
Phone Number
(330) 5766150
Joined Edelman 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.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5288710
FirmCRD# 143194
Series 65
Office Location
700 Ghent Road, Suite 100,
Akron,
OH 44333
Phone Number
(330) 7770688
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.
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.
About Auxin Group Wealth Management
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.
About American Heritage Financial Advisors,LLC
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# 4686888
FirmCRD# 3978
Series 7, 66
Compensation/Fee
I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee
Office Location
28601 Chagrin Boulevard Suite 300,
Cleveland,
OH 44122
Phone Number
(216) 5954973
Jim Levine is a Financial Planner with Sagemark Consulting, a division within Lincoln Financial Advisors. He provides sophisticated estate, business succession, investment and philanthropic solutions for affluent individuals and business owners. Jim focuses on developing key concepts and creative strategies with a process oriented approach that brings a sense of security and comfort to the lives of his clients and their families. Jim has over 20 years of sales and management experience. He has been in the financial services field since 2002. Prior to joining Lincoln/Sagemark, Jim gained broad experience working at major manufacturing, software and consulting companies. Jim holds a M.B.A. from Case-Western Reserve University and a B.S. in Industrial Engineering from Ohio State University. Jim has earned the Certified Fund Specialist designation. Jim volunteers for the Leukemia and Lymphoma Society and the Alzheimer's Association. Jim and his wife reside in northeast Ohio and have two children. Jim enjoys, cross-fit training, reading and magic.
About Lincoln Financial Advisors Corp
My goal is to be a mathematical steward of my clients long term wealth. I am very selective of the clients that I decide to accept and prefer to work with persons who have a desire to plan toward long term financial success. Service first, service last, service always.
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®.
About Kelley Financial Planning
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
Fee Based Only - No Commissions
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 Edelman 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.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5739556
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
1449 Boardman-Canfield Rd Suite 170,
Boardman,
OH 44512
Phone Number
(330) 7263100
Joined Edelman 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.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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