Vetted Advisor's Table

Brian Maher
LC Wealth Management

Tel: 440-376-2782
670 Meridian Way
Westerville, OH 43082
LC Wealth Management | Financial Advisor in Westerville ,OH

About Brian Maher

In my 23 years as a financial advisor, I strive to improve the financial well-being of my clients through holistic wealth planning. By getting to know my client's needs, wants, and wishes I am able to create a financial plan to achieve their vision of the perfect retirement. Together we will routinely monitor progress and review your plan to ensure financial success.

Services Include:

1. Develop actionable plans for: Asset Management, Tax Efficient Retirement Income, Incapacity, and Legacy Wealth Transfer

2. Dedication to helping clients work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness

3. Work with 401(k), 403(b), defined benefit and 457(b) plans

Brian lives in Strongsville, Ohio and has two children who attend Xavier University and Walsh Jesuit High School. Brian is an active member of the Strongsville City Club which contributes to the vibrancy of the city and supports local Special Olympians along with their families. In his free time he enjoys coaching his children's soccer and basketball teams. Brian is always up for a round of golf with friends and family.

About LC Wealth Management

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

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General Information

Firm Start Year:   1995
Insurance License#:   550442
States Licensed in:   OH, IL, AZ
Number of Years with Current Firm:   1
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning


Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Alternative Investments
Can meet clients in the following ways:   Your Home, Phone, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Based on Assets, Flat Fee, Commissions


Bacholer of Arts  - English   John Carroll University  - University Heights Ohio

Financial Services

Financial Planning for Businesses

We help business owners take advantage of strategies that address common problems such as business continuation and key man protection to name a few. A comprehensive approach helps to ensure that crucial details do not go undetected. In addition, we work with owners to establish and review employee retirement plans.

Financial Planning for Individuals

We strive to identify where you are currently in relationship to your financial goals and highlight those issues that may represent a potential obstacle in pursuing your goals. Our personal service begins with an analysis of where you are today and we then project that into the future to see where you are in relationship to your goals.

Financial Advice & Consulting

We provide customized investment management services based upon a process and your comfort level with risk and long- term objectives.

Portfolio Management

In developing your investment strategy, we start with a process of discovering who you are, what your priorities are, and what you want to achieve. Then we apply that to manage investment solutions that best fit your unique needs. We offer a range of investment and services to help you pursue your goals: Individual stock portfolios, individual bond portfolios, comprehensive portfolio management, ongoing investment monitoring, asset allocation, hedging strategies, risk management, income strategies, tax planning, and periodic portfolio reviews.

Retirement Planning

Whether you are just beginning to save for retirement or nearing retirement, we can help you with investment strategies and guidance that are suited to your unique financial situation. We collaborate with you to stay on track to live the retirement you want: We will develop a clear picture of your current financial situation. We help you decide when to retire. We show the income your investments could provide compared to your needs and goals. We will implement strategies designed to generate income, manage risk, and protect against inflation. We will continuously monitor your plan, adjusting as markets and your circumstances change.

401K Rollovers

A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. For balance, please update your material to include each option below: " Leave the money in his/her former employer's plan, if permitted"; "Roll over the assets to his/her new employer's plan, if one is available and rollovers are permitted"; " Roll over to an IRA"; or " Cash out the account value.

Insurance Planning

We sit down with each of our clients and look through their risk management needs to help determine if insurance is a specific need or if what you have is sufficient. If an insurance product is found to be helpful to protect the client, we go through the advantages and disadvantages of several types of insurance products to help them understand what may help benefit them.


Education on the proper use of annuities and incorporating them into your retirement plan if needed and desired. Review current contracts to make sure that they are a fit and that you understand what you have.

Estate Planning & Trusts

Estate Planning includes many aspects ranging from the establishment and updating of wills, trusts, insurance, long term care, beneficiary designations, Powers of Appointment, and gifting. With the ever-changing tax law, healthcare overhaul and other dynamic issues at play, it is increasingly vital to make sure you are up to date in each of the spaces to ensure your wealth is protected from unnecessary tax burdens. We will also collaborate with your existing team of CPAs, Attorneys and others as needed, to prioritize your comfort and financial well- being.

Investment Advice & Management

We provide wealth management solutions tailored to your financial objectives. From personal planning to performance reporting, we can assist you at every phase of accumulating, protecting, preserving and transferring your wealth.

Wealth Management

We will assist you in understanding where you are today to set realistic financial and personal goals for the future We will design and implement strategies to coordinate the areas of Risk Management, Investment Management Services and Legacy Planning. We will collaborate with you to monitor and review on an ongoing basis.

Risk Management

Clients should only accept as level of risk as necessary to achieve their financial goals. We design portfolios for more than the priority of just returns - eliminating undue risk is an equally important objective. Risk is a necessary part of investing, it is essential to manage those risks and find the right balance between risk and expected return for each client. We offer a comprehensive risk assessment to help clients identify, understand, and quantify sources of risk.


What are your qualifications? What is your education background?

I graduated from John Carroll University in 1996 and have considered Cleveland my hometown ever since. I have spent the last 23 years in the financial services industry striving to meet clients needs and improve their financial future through building trusted relationships.

How are you compensated? How will I pay for your services?

There are no upfront fees for services. Compensation is based on the investment solution we decide upon.

Will you be the only person working with me?

I will be your investment advisor and primary contact. At LC Wealth Management we have a collaborative team if experienced advisors.

How much risk should I be willing to take?

Every client's risk tolerance is different. Through our initial consultation, we will determine the amount of risk that is suitable to your investment needs.

Have you ever been charged with any breaches?




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Additional Detailed Disclosures



Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. LC Wealth Management and Cambridge are not affiliated.


Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM
Sat. 9:00 AM - 4:00 PM

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