How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Canfield, Ohio

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

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.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Canfield, Ohio, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Canfield, Ohio

Canfield has 6 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Canfield, Ohio have an average of 20 years of experience.

NOTE: The list of vetted financial advisors in Canfield, Ohio mentioned below does 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 Canfield, Ohio.

Qualified Financial Advisors in Canfield, Ohio

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Edelman Financial Engines, LLC945 Windham CourtBoardman, OH 44512 1605 Carmody Court, Building IVSewickley, PA 15143 202 Montrose West AvenueAkron, OH 44321 3201 Enterprise ParkwayBeachwood, OH 44122 159 Crocker Park BoulevardWestlake, OH 44145	N/A	$0	Not Specified	Fee-Only
Kevin KroskeyMBA, CFP^®True Wealth Design, LLC700 Ghent RoadAkron, OH 44333	20 Years	$600,000,000	$500,000	Fee-Based

Financial Advisor

Edelman Financial Engines, LLC

945 Windham CourtBoardman, OH 44512

1605 Carmody Court, Building IVSewickley, PA 15143

202 Montrose West AvenueAkron, OH 44321

3201 Enterprise ParkwayBeachwood, OH 44122

159 Crocker Park BoulevardWestlake, OH 44145

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Kevin KroskeyMBA, CFP^®True Wealth Design, LLC700 Ghent RoadAkron, OH 44333

Experience20 Years

AUM$600,000,000

Minimum Assets$500,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Canfield, Ohio

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Locations

945 Windham Court,Suite 2,Boardman,OH 44512Phone Number877-208-7414

1605 Carmody Court, Building IV,Suite 100,Sewickley,PA 15143Phone Number877-208-7414

202 Montrose West Avenue,Suite 350,Akron,OH 44321Phone Number877-208-7414

3201 Enterprise Parkway,Suite 450,Beachwood,OH 44122Phone Number877-208-7414

159 Crocker Park Boulevard,Suite 260,Westlake,OH 44145Phone Number877-208-7414

VETTED

Kevin KroskeyMBA, CFP^®

True Wealth Design, LLC

About Kevin Kroskey

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. Read more at https://www.truewealthdesign.com/team/kevin-kroskey-cfp

About True Wealth Design, LLC

About True Wealth Design, LLC:

As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER^® Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).

Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management.

Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division.

Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.

Advisory Services Provided

Retirement Planning, Investment Advice & Management, Tax Advice and Services

Qualifications

CRD# 5288710 Firm CRD# 143194Series 65

Compensation/Fee

Fee-Based

Office Location

700 Ghent Road,Suite 100,Akron,OH 44333

Phone Number

330-777-0688

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Canfield, Ohio

Canfield, Ohio is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Canfield, Ohio are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Canfield, Ohio, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


FORT WASHINGTON INVESTMENT ADVISORS INCCincinnati, OH	158	1444	$79,457,379,980	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
NATIONWIDE FUND ADVISORSColumbus, OH	135	130	$78,252,229,704	A percentage of AUM
MEEDER PUBLIC FUNDS, INC.Dublin, OH	48	741	$54,569,476,420	A percentage of AUM, Hourly charges, Fixed fees
DIAMOND HILL CAPITAL MANAGEMENT INCColumbus, OH	127	3811	$30,011,530,941	A percentage of AUM, Performance Based
TOUCHSTONE ADVISORS INCCincinnati, OH	84	39	$26,738,929,617	A percentage of AUM
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONSCleveland, OH	190	11645	$22,368,771,314	A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE)
TOWNSEND HOLDINGS LLCCleveland, OH	120	69	$22,118,740,671	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)
BAHL & GAYNOR INCCincinnati, OH	80	3173	$20,095,080,277	A percentage of AUM, Fixed fees
FEGCincinnati, OH	133	185	$19,848,561,829	A percentage of AUM, Fixed fees, Performance Based
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")Cincinnati, OH	25	53	$19,747,131,000	A percentage of AUM, Fixed fees, Performance Based
MAI CAPITAL MANAGEMENT, LLCCleveland, OH	331	26826	$19,711,015,200	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME)
MATSON MONEY, INC.Mason, OH	61	30605	$19,647,408,985	A percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION)
JOHNSON INVESTMENT COUNSEL, INC.Cincinnati, OH	151	15436	$18,609,057,968	A percentage of AUM, Fixed fees
BOYD WATTERSON ASSET MANAGEMENT, LLCCleveland, OH	121	1126	$17,878,495,158	A percentage of AUM, Fixed fees, Performance Based
HIGHLAND CONSULTING ASSOCIATES INC.Cleveland, OH	31	425	$17,835,470,311	A percentage of AUM, Hourly charges, Fixed fees

Firm Name

FORT WASHINGTON INVESTMENT ADVISORS INCCincinnati, OH

No. of Advisors158

AUM$79,457,379,980

No. of Clients1444

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm Name

NATIONWIDE FUND ADVISORSColumbus, OH

No. of Advisors135

AUM$78,252,229,704

No. of Clients130

Fee StructureA percentage of AUM

Firm Name

MEEDER PUBLIC FUNDS, INC.Dublin, OH

No. of Advisors48

AUM$54,569,476,420

No. of Clients741

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

DIAMOND HILL CAPITAL MANAGEMENT INCColumbus, OH

No. of Advisors127

AUM$30,011,530,941

No. of Clients3811

Fee StructureA percentage of AUM, Performance Based

Firm Name

TOUCHSTONE ADVISORS INCCincinnati, OH

No. of Advisors84

AUM$26,738,929,617

No. of Clients39

Fee StructureA percentage of AUM

Firm Name

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONSCleveland, OH

No. of Advisors190

AUM$22,368,771,314

No. of Clients11645

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE)

Firm Name

TOWNSEND HOLDINGS LLCCleveland, OH

No. of Advisors120

AUM$22,118,740,671

No. of Clients69

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)

Firm Name

BAHL & GAYNOR INCCincinnati, OH

No. of Advisors80

AUM$20,095,080,277

No. of Clients3173

Fee StructureA percentage of AUM, Fixed fees

Firm Name

FEGCincinnati, OH

No. of Advisors133

AUM$19,848,561,829

No. of Clients185

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")Cincinnati, OH

No. of Advisors25

AUM$19,747,131,000

No. of Clients53

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

MAI CAPITAL MANAGEMENT, LLCCleveland, OH

No. of Advisors331

AUM$19,711,015,200

No. of Clients26826

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME)

Firm Name

MATSON MONEY, INC.Mason, OH

No. of Advisors61

AUM$19,647,408,985

No. of Clients30605

Fee StructureA percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION)

Firm Name

JOHNSON INVESTMENT COUNSEL, INC.Cincinnati, OH

No. of Advisors151

AUM$18,609,057,968

No. of Clients15436

Fee StructureA percentage of AUM, Fixed fees

Firm Name

BOYD WATTERSON ASSET MANAGEMENT, LLCCleveland, OH

No. of Advisors121

AUM$17,878,495,158

No. of Clients1126

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

HIGHLAND CONSULTING ASSOCIATES INC.Cleveland, OH

No. of Advisors31

AUM$17,835,470,311

No. of Clients425

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?