Find Top Financial Advisors in Independence, Ohio

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.

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.

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.

Jonathan Kesselman is the founder and lead advisor of Kesselman Wealth Management, a financial planning practice based in Westlake, Ohio. He holds the Certified Financial Planner^® and Certified Divorce Financial Analyst^® designations and brings a background that most financial advisors don't -- a law degree.

Before entering financial services, Jonathan practiced law and spent nearly a decade at UBS Financial Services building expertise in comprehensive financial planning, investment management, and estate planning strategy. That combination -- legal fluency and financial expertise -- is what he brings to every client relationship today.

Jonathan works primarily with individuals and families approaching or navigating retirement, with particular depth in divorce financial planning, estate planning considerations, Social Security strategy, and retirement income planning. He takes a listening-first approach -- asking more questions than he answers, explaining things in plain English, and building plans that reflect his clients' lives, not just their balance sheets.

He lives in Bay Village, Ohio with his wife Rosie and their six children. He serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.

Kesselman Wealth Management is a fee-based financial planning practice affiliated with LPL Financial, serving clients in the greater Cleveland area and across the country.

We work primarily with individuals and families in or approaching retirement -- helping them turn years of saving into a reliable, sustainable financial plan for the years ahead. That means building retirement income strategies, navigating Social Security and Medicare decisions, managing investment portfolios with an eye toward both growth and preservation, and coordinating the estate planning considerations that become increasingly important in this stage of life.

What sets our practice apart is how we work. We don't lead with products or investment performance. We start by understanding your situation -- your goals, your concerns, and what you want the next chapter of your life to look like. From there we build a plan that's specific to you, explained clearly, and revisited regularly as your life evolves.

We believe that financial planning done well isn't just about numbers. It's about helping people feel genuinely confident about their financial future -- and ready for whatever comes next.

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:

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.