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Find Top Financial Advisors in Beachwood, Ohio

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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.

Finding the Top Financial Advisor in Beachwood, Ohio
Last Updated - 18-Mar-2023

Beachwood has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 8 non-vetted advisors in your local area. These financial advisors in Beachwood, Ohio have an average of 21 years of experience.

NOTE: The list of financial advisors in Beachwood, 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 Beachwood, Ohio.

Qualified Financial Advisors in Beachwood, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
Brian Maher
LC WEALTH MANAGEMENT
16453 S Red Rock Dr,
Strongsville, OH 44136
23 Not Specified 100,000 Fee-Based
James Elios
CLU®, ChFC®
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road,
Westlake, OH 44145
25 $1000000 $250,000 Fee-Based
Kevin Kroskey
MBA, CFP®
TRUE WEALTH DESIGN, LLC
700 Ghent Road, Suite 100,
Akron, OH 44333
15 Not Specified $250,000 Not Specified

Information on Qualified Financial Advisors in Beachwood

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.

About LC Wealth Management

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


Qualifications CRD# 2681022
Firm CRD# 119873
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 30700 Center Ridge Road,
Westlake,
OH
44145
Phone Number 440-617-9100

He graduated from Bowling Green State University with a Bachelor of Science in Business Administration (BSBA) with a concentration in marketing and finance. He obtained an MBA from Baldwin Wallace University. He has also obtained the designations Chartered Financial Consultant® (ChFC®) and Charter Life Underwriter (CLU®) from The American College in Bryn Mawr, PA. He is a licensed securities professional through FINRA, holding the Series 7 24, 63 as well as a licensed insurance agent through the Ohio Department of securities. He has more than 26 years experience in the Financial Services industry, including retail banking with National City Bank, Cleveland, as financial planner with Lincoln Financial Advisors, as well as founder of Elios Financial Group, in 2000. Jim is a frequent public speaker on financial planning issues, the economy and financial markets, providing workshops for companies, government, non-profits and charity organizations including the Social Security Administration, Lincoln Electric, AT&T, and Fairview Hospital/Cleveland Clinic. He has contributed as a columnist for the Plain Dealer "Ask the Expert" feature column. Jim has made many local Cleveland media appearances including television on Action Channel 19 News and radio on The Lannigan Show 105.7 WMJI. He completed a due diligence trip to Asia, including Singapore, Hong Kong, and China, where he gave a lecture to students at Zhejing University City College in Hangzhou, China. Jim resides in Avon Lake with his wife and their 3 children and is a lifelong resident of Cleveland and a graduate of North Olmsted High School.

About Elios Financial Group, Inc.

Elios Financial Group, founded in 2002, is a financial planning and investment management firm (wealth management) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan. We use the latest of technology to create customized financial plans and investment portfolios to help clients pursue their financial goals. We are unconstrained in independence and flexibility in offering financial advice and investment management services. WE ARE PASSIONATE ADVOCATES OF SMART MONEY MANAGEMENT. MISSION: ENVISION | ENLIGHTEN | ENRICH We build long-term relationships by helping clients Envision their dreams, Enlighten them to make informed financial decisions through education, and provide service which ultimately Enriches their lives. VALUE PROPOSITION We provide highly personal and customized service with the ability to analyze complex situations and offer sophisticated solutions and advice on an objective, mutual beneficial and professional manner.

Advisory Services Provided:

Financial Planning, Investment Advice & Management, Investment Advice & Management, Insurance Products & Annuities


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


Top Financial Advisor Firms in Beachwood, Ohio (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
STRATOS WEALTH PARTNERS, LTD
3750 Park East Dr , Ste 200,
Beachwood, OH 44122
$11,042,597,178 31330 A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS)
ORG PORTFOLIO MANAGEMENT LLC
3700 Park East Drive , Suite 240,
Beachwood, OH 44122
$4,428,557,251 13 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (PER-PROJECT FEE)
CM WEALTH ADVISORS LLC
2000 Auburn Drive , Suite 400,
Beachwood, OH 44122-4327
$3,533,968,481 552 A percentage of AUM
Hourly charges
Fixed fees
Other (% OF ASSETS MONITORED)
STRATOS WEALTH ADVISORS LLC
3750 Park East Drive , Suite 200,
Beachwood, OH 44122
$3,376,087,482 10557 A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS)
MGO ONE SEVEN
24400 Chagrin Blvd. , Suite 310,
Beachwood, OH 44122
$2,372,393,704 9796 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITORS' FEES FOR REFERRALS TO OTHER MONEY MANAGERS)
FUNDAMENTUM, LLC
3750 Park East Drive Suite 200,
Beachwood, OH 44122
$1,246,502,252 3034 A percentage of AUM
VAN CLEEF ASSET MANAGEMENT INC
3201 Enterprise Pkwy , Suite 140,
Beachwood, OH 44122
$872,555,262 637 A percentage of AUM
WINSLOW ASSET MANAGEMENT INC
3333 Richmond Rd #180,
Beachwood, OH 44122
$629,207,054 147 A percentage of AUM
Fixed fees
TYLER-STONE WEALTH MANAGEMENT, LLC
3601 Green Road , Suite 100,
Beachwood, OH 44122
$467,418,681 1410 A percentage of AUM
Hourly charges
Fixed fees
ADAPTIVE FINANCIAL CONSULTING, LLC
3401 Enterprise Parkway , Suite 340,
Beachwood, OH 44122
$348,896,964 432 A percentage of AUM
SHAKER INVESTMENTS
3201 Enterprise Parkway , Suite 310,
Beachwood, OH 44122-7337
$255,570,898 221 A percentage of AUM
Performance Based
NORTH STAR ADVISORY GROUP, LLC
2000 Auburn Drive , Suite 415,
Beachwood, OH 44122
$151,378,823 341 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Beachwood, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Embrescia Wealth Management Group
    Inquire with Embrescia
    3750 Park East Drive #200a, Beachwood, OH  44122 440-505-5716
    Lori L. Kaplan, CLU
    Inquire with Lori
    3601 Green Road, Ste 206, Beachwood, OH  44122 216-896-9985
    Stratos Wealth Partners
    Inquire with Stratos
    3750 Park East Drive, Suite 200, Beachwood, OH  44122 440-505-5646
    Wealth Advocate Group
    Inquire with Wealth
    3750 Park East Drive, Suite 200, Beachwood, OH  44122 440-505-5578
    Allstate Personal Financial Representative: Linus Grogan
    Inquire with Allstate
    24500 Chagrin Blvd, Ste G1, Beachwood, OH  44122 216-464-4290
    The MB Group of OneSeven
    Inquire with MB
    24400 Chagrin Boulevard, Suite 200, Beachwood, OH  44122 216-865-1700
    Adam Baker
    Inquire with Adam
    3401 Richmond Road, Beachwood, OH  44122 440-526-5843
    Edward Jones
    Inquire with Edward
    3355 Richmond Rd, Ste 182, Beachwood, OH  44122 216-378-3874
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