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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 - 25-Jun-2022

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
CFP®, MBA
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

Information on Qualified Financial Advisors in Akron

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.

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 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

About Auxin Group

Auxin Group Wealth Management, LLC, is an independent advisory firm 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, Wealth Management, 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
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

    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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