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Find Top Financial Advisors in Youngstown, 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.

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 Youngstown, Ohio
Last Updated - 22-Jun-2022

Youngstown has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 11 non-vetted advisors in your local area. These financial advisors in Youngstown, Ohio have an average of 13 years of experience.

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

Qualified Financial Advisors in Youngstown, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
Rebecca Pawuk
EDELMAN FINANCIAL ENGINES, LLC
1605 Carmody Court,
Building IV, Suite 100,
Sewickley, PA 15143
12 Not Specified Not Specified 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
Rebecca Pawuk
EDELMAN FINANCIAL ENGINES, LLC
651 Holiday Drive,
Building 5, Suite 400,
Pittsburgh, PA 15220
12 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Youngstown

Qualifications CRD# 5519119
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1605 Carmody Court,
Building IV, Suite 100,
Sewickley,
PA
15143
Phone Number 724-900-2927

Since 2008, I've helped my clients plan for a secure future that delivers peace of mind. I understand that every client's life situation is unique, and I offer personalized planning to help them and their families achieve their life goals. In my free time, I enjoy spending time with family, reading a good book and exploring unique neighborhoods.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5288710
FirmCRD# 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 CRD# 5519119
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 651 Holiday Drive,
Building 5, Suite 400,
Pittsburgh,
PA
15220
Phone Number 724-900-2927

Since 2008, I've helped my clients plan for a secure future that delivers peace of mind. I understand that every client's life situation is unique, and I offer personalized planning to help them and their families achieve their life goals. In my free time, I enjoy spending time with family, reading a good book and exploring unique neighborhoods.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

Firm Name AUM No. of Clients Fee Structure
The J. Arnold Wealth Management Co., Llc
8040 Market Street,
Youngstown, OH 44512
$244,534,453 1787 A percentage of AUM
Hourly charges

    List of Additional Advisors in Youngstown, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bradley A Handel
    Inquire with Bradley
    940 Windham Ct, Ste 8, Youngstown, OH  44512 330-729-0173
    Douglas J Vaclav
    Inquire with Douglas
    7010 South Ave, Ste 1A, Youngstown, OH  44512 330-965-6370
    Darin Hasson
    Inquire with Darin
    965 Windham Ct, Ste 5, Youngstown, OH  44512 330-729-1096
    Kyle D Vaclav
    Inquire with Kyle
    7010 South Ave, Ste 1A, Youngstown, OH  44512 330-965-6370
    Martin Financial Services
    Inquire with Martin
    1399 E Western Reserve Rd, Youngstown, OH  44514 330-314-6345
    JanJanin Financial Group
    Inquire with JanJanin
    1045 Tiffany South, Suite 1, Youngstown, OH  44514 330-953-3043
    William R. Pintaric & Associates
    Inquire with William
    4407 Belmont Ave, Youngstown, OH  44505 330-707-4135
    Deanna Rossi
    Inquire with Deanna
    47 Central Square, Unit 1201, Youngstown, OH  44503 330-967-0456
    Philip Bova
    Inquire with Philip
    965 Windham Ct, Ste 5, Youngstown, OH  44512 330-729-1096
    Thomas W Titus
    Inquire with Thomas
    970 Windham Ct, Ste 1A, Youngstown, OH  44512 330-333-7643
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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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      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?