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Find Top Financial Advisors in Uniontown


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Qualifications of Financial Advisor in Uniontown

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Uniontown, Ohio
Financial Advisor Office Location Phone Number
Lisa Hay, CPA, CFP®, AIF®, RICP®,
Cornerstone Capital Advisors
1640 Corporate Woods Circle,
Uniontown, OH  44685
(330) 896-6250
John Hubbard,
Financial Engines Advisors, LLC
3900 Medina Rd.,
Akron, OH  44333
(330) 576-6150
Matt Burnham,
Auxin Group Wealth Management
2923 Smith Rd, Suite 202,
Akron, OH  44333
(330) 237-1032
Michael Kelley, CFP®, CLU®,
Kelley Financial Planning
600 Superior Ave. East,
Cleveland, OH  44114
(330) 990-8895
Doug Corp,
Financial Engines Advisors, LLC
1449 Boardman-Canfield Rd Suite 170,
Boardman, OH  44512
(330) 726-3100
Ryan Sullivan,
Financial Engines Advisors, LLC
6327 Wilson Mills Road,
Highland Heights, OH  44143
36040 Detroit Road,
Avon, OH  44011
(440) 919-2000
(440) 934-6565
Kris Nuttall,
Financial Engines Advisors, LLC
Pittsburgh I - Wexford,
Sewickley, PA  15143
(724) 779-7795

Information on Qualified Financial Advisors in Uniontown

Qualifications CRD# 6277358
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 1640 Corporate Woods Circle,
Uniontown,
OH 
44685
Phone Number (330) 8966250

Lisa is a Lead Advisor with over 15 years of experience as a CPA. Lisa is also a CERTIFIED FINANCIAL PLANNER (CFP®), Retirement Income Certified Professional® (RICP®) and ACCREDITED INVESTMENT FIDUCIARY(AIF®). Lisa specializes in serving clients who are nearing or in retirement, or experiencing other life transitions. Lisa's clients benefit from her caring guidance and personalized financial life planning approach. Lisa loves the challenge of arranging the different pieces of each client's financial puzzle into a cohesive image: integrating and optimizing the complex world of investing, tax strategies, retirement planning, and estate/charitable planning.

About Cornerstone Capital Advisors

At Cornerstone Capital Advisors, we help you to align your financial resources with your unique values and goals through an integrated investment strategy and a customized financial plan. As a fee-only, Registered Investment Advisor, our experienced staff has a fiduciary responsibility to provide you with objective advice and strategies which keep your interests ahead of our own. We offer Financial Planning and Investment Advisory services, ensuring that all of the financial puzzle pieces work together effectively.



Qualifications CRD# 5556049
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 3900 Medina Rd.,
Suite Q,
Akron,
OH 
44333
Phone Number (330) 5766150

Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration and Finance from West Virginia University. Married to Michele. They have two children: Madison and Zachary. John enjoys spending time with family, Crossfit, fishing, coaching wrestling, and watching the WVU Mountaineers.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5586452, 4957197
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 2923 Smith Rd, Suite 202,
Akron,
OH 
44333
Phone Number (330) 2371032

Ben Tegel is a Financial Advisor with a background in security analysis and data management. Ben started his financial advisory practice in 2005 and primarily works with business owners, executives, and beneficiaries of the Utica Shale Development. Prior to joining UBS, Ben worked for Morningstar, Inc., a leading provider of independent financial research and analysis. He played football for the University of Chicago and graduated with a degree in Economics. Ben is a member of West Akron Kiwanis, Torchbearers, Akron Children's Hospital Emerging Leaders, Akron Reads, and Destination College. He lives in Bath, OH with his wife Tessa, sons Grayson and Wes, and enjoys playing basketball, football, and chess. Matt Burnham is a Financial Advisor with an extensive background in Liability Management, Real Estate Finance, and a specialty in Oil & Gas related financial issues. Matt's clientele in landowners, farmers, business owners, and executives. Prior to joining UBS, Matt attended both the University of Akron and Kent State University where he studied Biology and History. Matt is a member of the National Association of Royalty Owners, and is working toward completing his Certification in Mineral Management. In addition to this, he is an active member of the Little Traverse Conservancy, a supporter of the University of Akron Athletics Programs, and coaches youth soccer. He resides in West Akron with his wife Noelle and their two Great Danes, Clover and Berkeley.

About Auxin Group Wealth Management

Focused Expertise with Broad Resources: Wealth Management requires a holistic approach. Auxin Group Wealth Management provides Financial and Retirement Planning, Investment Management, Investment Analysis, Portfolio Construction, Insurance Planning, Liability Management, and has an expertise in financial matters related to Oil & Gas Mineral Interests. In addition, we maintain strategic relationships with specialists in every aspect of the financial field to connect clients with the appropriate solution for whatever their need may be. Informed, Unbiased Advice Tailored Specifically for Each Client: Grounded with a deep-rooted understanding of economics, along with experience at one of the largest investment research firms in the world, Auxin Group Wealth Management is committed to providing clients investment advice based on both Technical and Fundamental Analysis, as well as information drawn from independent third party research to ensure that decisions are made with the clients' best interests placed ahead of advisor compensation. Discreet, One-to-One Client Service: Clients' needs are complex. As a result, Auxin Group Wealth Management has a service model in place that ensures a consistent level of attention for both new and existing clients. Our clientele include individuals, businesses, executives, farmers and landowners in Ohio and 9 other states.



Qualifications CRD# 6146459
Series 7, 24, 63, 65

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Subscriptions


Office Location 600 Superior Ave. East,
PMB #13107,
Cleveland,
OH 
44114
Phone Number (330) 9908895

Michael Kelley is not your "typical" financial advisor. Mike is fueled by his compassion to help people build a stronger future and his strong dissatisfaction with the status quo within the financial industry. He has worked with multiple firms over the past 10 years and has witnessed the good, the bad and the very ugly within this industry. After many years of seeing clients' financial plans underserved and products oversold by insurance agents and salespeople holding themselves out to be financial advisors, he decided to build his own firm, Kelley Financial Planning. Mike built his firm from scratch, using only the best technology and practices he has picked up along his career. He believes that the only true way an advisor can be a fiduciary and work under the least amount of conflicted interest is to be a Fee-Only advisor. Mike has signed a Fiduciary Oath that requires him to ALWAYS act in the best interest of his clients. He can NEVER receive commissions and; therefore, he has no incentive to sell products. Mike is compensated solely by his clients. Most of his clients prefer Comprehensive Planning and to pay him on a monthly basis, but he also has the ability to simply manage their investments or to build them a One-Time financial plan to ensure they are on the right track. Mike is a NAPFA Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER Professional, and Chartered Life Underwriter®.

About Kelley Financial Planning

Michael Kelley is not your "typical" financial advisor. Mike is fueled by his compassion to help people build a stronger future and his strong dissatisfaction with the status quo within the financial industry. He has worked with multiple firms over the past 10 years and has witnessed the good, the bad and the very ugly within this industry. After many years of seeing clients' financial plans underserved and products oversold by insurance agents and salespeople holding themselves out to be financial advisors, he decided to build his own firm, Kelley Financial Planning. Mike built his firm from scratch, using only the best technology and practices he has picked up along his career. He believes that the only true way an advisor can be a fiduciary and work under the least amount of conflicted interest is to be a Fee-Only advisor. Mike has signed a Fiduciary Oath that requires him to ALWAYS act in the best interest of his clients. He can NEVER receive commissions and; therefore, he has no incentive to sell products. Mike is compensated solely by his clients. Most of his clients prefer Comprehensive Planning and to pay him on a monthly basis, but he also has the ability to simply manage their investments or to build them a One-Time financial plan to ensure they are on the right track. Mike is a NAPFA Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER Professional, and Chartered Life Underwriter®.



Qualifications CRD# 5739556
FirmCRD# 104510
Series 7, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 1449 Boardman-Canfield Rd Suite 170,
Boardman,
OH 
44512
Phone Number (330) 7263100

Joined Financial Engines in 2014. Began his career in the financial services industry in 2009. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Master's degree in Business Administration and Bachelor's degree in Finance from Kent State University. Married to Ashley. They have three children: Matthew, Mason and Mila.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4527972
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 6327 Wilson Mills Road,
Highland Heights,
OH 
44143
Phone Number (440) 9192000

Office Location 36040 Detroit Road,
Suite E,
Avon,OH  44011
Phone Number (440) 9346565

Joined Financial Engines in 2016. Began his career in the financial services industry in 2002. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Flagler College. Married to Chrissy. They have two children: Ryan and Kimmy. Ryan enjoys traveling, fishing, hiking, and swimming with his family.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 3239539
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location Pittsburgh I - Wexford,
1605 Carmody Court Suite 100,
Sewickley,
PA 
15143
Phone Number (724) 7797795

Joined Financial Engines in 2006. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Bachelor's degree in Finance from Penn State University. Hometown is Pittsburgh, PA. Kris enjoys golfing, marathon running, and is season ticket holder for the Pittsburgh Penguins.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).