wiseradvisor

Find Top Financial Advisors in Beachwood, Ohio

Advisor Match Advisor Match

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 - 31-Jul-2022

Beachwood has 4 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 15 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
James Elios
ChFC®, CLU®
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road,
Westlake, OH 44145
25 $1000000 $250,000 Fee-Based
Kevin Kroskey
CFP®, MBA
TRUE WEALTH DESIGN, LLC
700 Ghent Road, Suite 100,
Akron, OH 44333
15 Not Specified $250,000 Not Specified
Johnathan W. Roberts
CPA
AUXIN GROUP
2923 Smith Rd, Suite 202,
Akron, OH 44333
9 Not Specified $100,000 Fee-Based
Tyler Emrick
CFP®
TRUE WEALTH DESIGN
700 Ghent Road suite 100,
Akron, OH 44333
14 $100000 Not Specified Not Specified

Information on Qualified Financial Advisors in Beachwood

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

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


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


Qualifications Firm CRD# 226599
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 2923 Smith Rd, Suite 202,
Akron,
OH
44333
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# 143194

Compensation/Fee Based on Assets, Commissions, Flat Fee


Office Location 700 Ghent Road suite 100,
Akron,
OH
44333
Phone Number 330-777-0688

About True Wealth Design

True Wealth Design was founded with the intention of making a substantial positive difference in our clients' lives, our employees' lives, and the communities where we live and work. We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in retirement, tax, and investment planning, 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:

Financial Planning, Retirement Planning, Wealth Management, Financial Planning for Individuals, Investment Advice & Management


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
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
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
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
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
Mgo Investment Advisors Inc.
24400 Chagrin Blvd , Suite 310,
Beachwood, OH 44122
$1,013,208,381 4877 A percentage of AUM
Fixed fees
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
Hourly charges
Shaker Investments
3201 Enterprise Parkway , Suite 310,
Beachwood, OH 44122-7337
$255,570,898 221 A percentage of AUM
Hourly charges
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 Jr
    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
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Ohio?

      Grow your AUM with pre-qualified leads!

      join-wiseradvisor-

      Customer Reviews

      Frequently Asked Questions

      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.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast 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. Learn more about the cost of 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. Learn more about the best time to hire a 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. 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?