Find Top Financial Advisors in Mentor, 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.

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Finding the Top Financial Advisor in Mentor, Ohio
Last Updated - 21-Sep-2022

Mentor has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 12 non-vetted advisors in your local area. These financial advisors in Mentor, Ohio have an average of 9 years of experience.

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

Qualified Financial Advisors in Mentor, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
Johnathan W. Roberts
2923 Smith Rd, Suite 202,
Akron, OH 44333
9 Not Specified $100,000 Fee-Based
Gilles Mulard
2820 West 23rd Street,
Suite 204 & 205,
Erie, PA 16506
Not Disclosed Not Specified 100K+ Fee-Based

Information on Qualified Financial Advisors in Mentor

Qualifications Firm CRD# 226599
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets

Office Location 2923 Smith Rd, Suite 202,
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

Qualifications CRD# 4987956
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets

Office Location 2820 West 23rd Street,
Suite 204 & 205,
Phone Number 814-520-5511

Gilles R. Mulard, CRPC® is currently a Financial Advisor with LPL, and had been a Financial Advisor with Waddell & Reed since March 2012, and is associated with the financial industry since 2005. He is an alumnus of the Cornell and Essec business school, and has earned the Charted Retirement Plan Counselor® designation and licensed to handle Long-Term Care.

Gilles concentrates his practice and on-going advice in the areas of long-term planning, Individual securities valuations and insurance. Gilles also works with individuals, families, and small business owners in other areas that affect their financial well-being.

About Mulard Wealth Management

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. How do we do this? By working closely with you throughout all of life's stages. From buying your first home to planning for your newborn's college education, from deciding how to take your retirement distributions to planning your estate, we'll be there every step of the way, listening, planning and advising.
Also located at 403 Downing Drive, Chardon, OH 44024

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

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

Firm Name AUM No. of Clients Fee Structure
Lakeridge Wealth Management Llc
8383 Mentor Avenue,
Mentor, OH 44060
$227,780,536 732 A percentage of AUM
Fixed fees

    List of Additional Advisors in Mentor, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Lifeguard Financial
    Inquire with Lifeguard
    7536 Mentor Ave, Mentor, OH  44060 440-942-1936
    Mentor Wealth Management Group
    Inquire with Mentor
    7322 Center Street, Mentor, OH  44060 440-205-5200
    Hickory Asset Management
    Inquire with Hickory
    9930 Johnnycake Ridge Road, Suite 2B, Mentor, OH  44060 440-358-1330
    Fifth Third Preferred
    Inquire with Fifth
    6675 Center Street, Mentor, OH  44060 440-255-8560
    Fifth Third Securities
    Inquire with Fifth
    9881 Johnnycake Ridge Road, Mentor, OH  44060 440-352-7614
    Allstate Personal Financial Representative: Richard Koeth
    Inquire with Allstate
    8518 Mentor Ave, Ste G, Mentor, OH  44060 440-205-9977
    Thomas Austin
    Inquire with Thomas
    8715 Mentor Avenue, Mentor, OH  44060 440-257-7629
    Grace Himmelright
    Inquire with Grace
    9328 Chillicothe, Unit A, Mentor, OH  44060 440-375-0080
    Steven Ockajik
    Inquire with Steven
    6964 Spinach Dr, Mentor, OH  44060 440-205-0747
    Edward Jones
    Inquire with Edward
    7330 Little Mountain Rd, Suite A, Mentor, OH  44060 440-205-1537
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      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.

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      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. Read the guide on choosing the best financial advisor.

      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. Read here the importance of retirement planning.

      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. Learn more about what is a fiduciary 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. Learn more about financial advisor vs financial planner: Who do you need?