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Find Top Financial Advisors in Westlake, Ohio

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 Westlake, Ohio

Last Updated - 29-May-2023

Westlake has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 49 non-vetted advisors in your local area. These financial advisors in Westlake , Ohio have an average of 19 years of experience.

NOTE: The list of vetted financial advisors in Westlake , Ohio mentioned below does 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
CLU®, ChFC®
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road,
Westlake, OH 44145
25 Years $1,000,000 $250,000 Fee-Based
Jeremy DiTullio
AWMA®, CFP®, CRPC®
CLEVELAND FINANCIAL GROUP
2001 Crocker Rd. Suite 400,
Westlake, OH 44145
23 Years $205,000,000 $250,000 Fee-Based
Jonathan Kesselman
JD, CFP®, CDFA®
KESSELMAN WEALTH MANAGEMENT
159 Crocker Park Blvd Suite 400,
Westlake, OH 44145
10 Years Not Specified $250,000 Fee-Based

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Information on Qualified Financial Advisors in Westlake, Ohio

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,
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, 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# 4135055
Firm CRD# 3978
Series 7, 9, 10, 24, 66

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


Office Location 2001 Crocker Rd. Suite 400,
Westlake,
OH
44145
Phone Number 440-617-6676

Jeremy DiTullio is the founding partner and a financial planner of Cleveland Financial Group, a team of financial planners who have prodigious experience in wealth management, wealth transfer strategies and executive-focused planning. He is securities registered in 29 states throughout the US. Jeremy's practice centers on the financial planning and benefits needs of business owners, executives, and retirees. With a unique mix of planning acumen, leadership, management and consulting skills, Jeremy helps clients on demanding career tracks with financial strategies to navigate into and through retirement. He utilizes a unique financial planning process that has been developed over the past 20+ years. The financial planning process involves a comprehensive understanding of a client's circumstances, analysis of their current situation, creative design ideas, sound recommendations and ongoing oversight. Jeremy strongly believes in educating and collaborating with clients. His ideal client is seeking a long-term partnership with a trusted advisor. Jeremy affiliated with Lincoln Financial Advisors in 2011, established the Westlake, OH office in 2015 and founded Cleveland Financial Group in 2017. Previously he was the Managing Principal for the Cleveland Regional Planning Office of Lincoln Financial Advisors | Sagemark Consulting responsible for broker-dealer initiatives throughout northern Ohio. Jeremy and his wife, Amy, have three children and reside in Avon Lake, Ohio. In addition to spending time with his family, Jeremy enjoys traveling, coaching basketball and fitness. Registrations: Series 7, 9, 10, 24, 51, 66, IAR

About Cleveland Financial Group

Cleveland Financial Group

Cleveland Financial Group is dedicated to comprehensive financial planning for executives, business owners and retirees. We appreciate that successful professionals are committed and diligent in their work and they expect the same from their trusted advisor.

Advisory Services Provided:

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


Qualifications CRD# 6222037
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 159 Crocker Park Blvd Suite 400,
Westlake,
OH
44145
Phone Number 440-709-3315

Jonathan is the wealth advisor for Kesselman Wealth Management and a CERTIFIED FINANCIAL PLANNER certificant. He brings over 9 years of experience in the financial services industry, focusing on planning for medical professionals, executives, pre-retirees, and families. He began his financial services career at UBS Financial Services as a wealth planning analyst, training financial advisors in delivering comprehensive financial planning to their clients. Before UBS, Jonathan was an attorney in private practice. Jonathan lives in Bay Village, OH with his wife and five children. He serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.

About Kesselman Wealth Management

Kesselman Wealth Management

At Kesselman Wealth Management, our mission is to deliver the best client experience possible. Relationships are at the center of everything we do, but we also know that life can busy and hectic. We strive to serve each client efficiently and effectively. As a fee-based planning practice, we are fiduciaries, and always act in the best interests of our clients. After almost ten years at a large financial services firm, Jonathan launched Kesselman Wealth Management, because he believed that there was a better way to deliver top notch service to his clients. A way that not only provided the best financial planning and wealth management possible, but also one that valued his clients' time.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
PROSPERITY CAPITAL ADVISORS
30400 Detroit Road, Suite 201, Westlake, OH 44145
127 6429 $1,770,873,369
A percentage of AUM, Hourly charges, Fixed fees
VALOR CAPITAL MANAGEMENT, LLC
30400 Detroit Road,, Suite 201, Westlake, OH 44145
36 14 $842,597,107
A percentage of AUM
SCOTT SNOW (FINANCIAL ADVISORS) LLC
1991 Crocker Road, Suite 210, Westlake, OH 44145
3 553 $620,753,077
A percentage of AUM, Hourly charges, Fixed fees
CORNERSTONE WEALTH MANAGEMENT
27366 Center Ridge Road, Westlake, OH 44145
7 797 $352,887,541
A percentage of AUM, Hourly charges, Fixed fees
LESJAK PLANNING, LLC
1991 Crocker Rd, Suite 575, Westlake, OH 44145
7 373 $337,500,000
A percentage of AUM, Hourly charges, Fixed fees
PARADIGM WEALTH MANAGEMENT, LLC
159 Crocker Park Blvd, Suite 100, Westlake, OH 44145-8147
4 537 $287,480,000
A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS))
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
159 Crocker Park Blvd., Suite 350, Westlake, OH 44145
0 14 $264,668,050
A percentage of AUM, Hourly charges, Fixed fees
JPS FINANCIAL, LLC
2001 Crocker Road, Suite 530, Westlake, OH 44145
5 661 $236,794,453
A percentage of AUM, Hourly charges, Fixed fees
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road, Suite A, Westlake, OH 44145
4 802 $210,000,000
A percentage of AUM, Hourly charges, Subscription fees, Commision Based
MICHAEL BRADY & CO., LLC
28871 Center Ridge Road, Suite 102, Westlake, OH 44145
2 580 $160,406,998
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
    27500 Detroit Rd, Ste 200, Westlake, OH  44145 440-527-0406
    1991 Crocker Rd, Ste 300, Westlake, OH  44145 440-385-0208
    2035 Crocker Rd, Ste 201, Westlake, OH  44145 440-899-8600
    159 Crocker Park Blvd, Ste 460, Westlake, OH  44145 440-892-6738
    2035 Crocker Rd, Ste 201, Westlake, OH  44145 440-250-4120
    2035 Crocker Rd, Ste 201, Westlake, OH  44145 440-899-8600
    1991 Crocker Rd, Ste 300, Westlake, OH  44145 440-871-6501
    1991 Crocker Rd, Ste 300, Westlake, OH  44145 440-871-6501
    159 Crocker Park Blvd, Ste 460, Westlake, OH  44145 440-835-6750
    2035 Crocker Rd, Ste 201, Westlake, OH  44145 440-899-8600

      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.

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