Find Top Financial Advisors in Westlake, 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 Westlake, Ohio
Last Updated - 23-Nov-2022

Westlake has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 48 non-vetted advisors in your local area. These financial advisors in Westlake, Ohio have an average of 17 years of experience.

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

Qualified Financial Advisors in Westlake, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
James Elios
30700 Center Ridge Road,
Westlake, OH 44145
25 $1000000 $250,000 Fee-Based
Johnathan W. Roberts
2923 Smith Rd, Suite 202,
Akron, OH 44333
9 Not Specified $100,000 Fee-Based

Information on Qualified Financial Advisors in Westlake

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

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

Office Location 30700 Center Ridge Road,
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 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 (assets held with Charles Schwab) 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, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Investment Advice & Management

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

Firm Name AUM No. of Clients Fee Structure
30400 Detroit Road , Suite 201,
Westlake, OH 44145
$1,770,873,369 6429 A percentage of AUM
Hourly charges
Fixed fees
30400 Detroit Road, , Suite 201,
Westlake, OH 44145
$842,597,107 14 A percentage of AUM
1991 Crocker Road, Suite 210,
Westlake, OH 44145
$620,753,077 553 A percentage of AUM
Hourly charges
Fixed fees
27366 Center Ridge Road,
Westlake, OH 44145
$352,887,541 797 A percentage of AUM
Hourly charges
Fixed fees
1991 Crocker Rd , Suite 575,
Westlake, OH 44145
$337,500,000 373 A percentage of AUM
Hourly charges
Fixed fees
159 Crocker Park Blvd , Suite 100,
Westlake, OH 44145-8147
$287,480,000 537 A percentage of AUM
Hourly charges
159 Crocker Park Blvd. , Suite 350,
Westlake, OH 44145
$264,668,050 14 A percentage of AUM
Hourly charges
Fixed fees
2001 Crocker Road , Suite 530,
Westlake, OH 44145
$236,794,453 661 A percentage of AUM
Hourly charges
Fixed fees
30700 Center Ridge Road , Suite A,
Westlake, OH 44145
$210,000,000 802 A percentage of AUM
Hourly charges
Subscription fees
Commision Based
28871 Center Ridge Road , Suite 102,
Westlake, OH 44145
$160,406,998 580 A percentage of AUM
Fixed fees

    List of Additional Advisors in Westlake, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Beverly Stiegele
    Inquire with Beverly
    27500 Detroit Rd, Ste 200, Westlake, OH  44145 440-527-0406
    Aaron Vaughn
    Inquire with Aaron
    1991 Crocker Rd, Ste 300, Westlake, OH  44145 440-385-0208
    Bogart, Timura, & Associates
    Inquire with Bogart,
    2035 Crocker Rd, Ste 201, Westlake, OH  44145 440-899-8600
    Brian Mackert
    Inquire with Brian
    159 Crocker Park Blvd, Ste 460, Westlake, OH  44145 440-892-6738
    Nate Petersen
    Inquire with Nate
    2035 Crocker Rd, Ste 201, Westlake, OH  44145 440-250-4120
    Nick Pietrocola
    Inquire with Nick
    2035 Crocker Rd, Ste 201, Westlake, OH  44145 440-899-8600
    Balanced Wealth Group
    Inquire with Balanced
    1991 Crocker Rd, Ste 300, Westlake, OH  44145 440-871-6501
    Matthew Daugherty
    Inquire with Matthew
    1991 Crocker Rd, Ste 300, Westlake, OH  44145 440-871-6501
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    159 Crocker Park Blvd, Ste 460, Westlake, OH  44145 440-835-6750
    Satish Singh
    Inquire with Satish
    2035 Crocker Rd, Ste 201, Westlake, OH  44145 440-899-8600
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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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      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.

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      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?