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WiserAdvisor has qualified Financial Advisors serving the Akron, Ohio area.
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Financial Advisors Licensed to practice in Akron, Ohio
Lisa
Lisa Hay, CPA, CFP®, AIF®, RICP®
Cornerstone Capital AdvisorsUniontown, OH 44685
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... read more>>
Matt
Matt Burnham
Auxin Group Wealth ManagementAkron, OH 44333
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... read more>>
Michael
Michael Kelley, CFP®, CLU®
Wealth Guard FinancialAkron, OH 44333
Our team's combined experience, credentials, and knowledge of a wide-range of products and services allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and... read more>>
John
John Hubbard
Financial Engines Advisors, LLCAkron, OH 44333
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... read more>>
Marco
Marco Mazzone
American Heritage Financial Advisors,LLCBrecksville, OH 44141
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.
Ryan
Ryan Sullivan
Financial Engines Advisors, LLCHighland Heights, OH 44143
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... read more>>
Ryan
Ryan Sullivan
Financial Engines Advisors, LLCAvon, OH 44011
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... read more>>
Doug
Doug Corp
Financial Engines Advisors, LLCYoungstown, OH 44512
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... read more>>
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Are You A Financial Advisor in Ohio?
Must Have
- Minimum 5 years of Experience
- 5 year clear FINRA/SEC record
- Must be Fee Based or Fee Only