Find Top Financial Advisors in Mentor, Ohio

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Jonathan Kesselman is the founder and lead advisor of Kesselman Wealth Management, a financial planning practice based in Westlake, Ohio. He holds the Certified Financial Planner^® and Certified Divorce Financial Analyst^® designations and brings a background that most financial advisors don't -- a law degree.

Before entering financial services, Jonathan practiced law and spent nearly a decade at UBS Financial Services building expertise in comprehensive financial planning, investment management, and estate planning strategy. That combination -- legal fluency and financial expertise -- is what he brings to every client relationship today.

Jonathan works primarily with individuals and families approaching or navigating retirement, with particular depth in divorce financial planning, estate planning considerations, Social Security strategy, and retirement income planning. He takes a listening-first approach -- asking more questions than he answers, explaining things in plain English, and building plans that reflect his clients' lives, not just their balance sheets.

He lives in Bay Village, Ohio with his wife Rosie and their six 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.

Kesselman Wealth Management is a fee-based financial planning practice affiliated with LPL Financial, serving clients in the greater Cleveland area and across the country.

We work primarily with individuals and families in or approaching retirement -- helping them turn years of saving into a reliable, sustainable financial plan for the years ahead. That means building retirement income strategies, navigating Social Security and Medicare decisions, managing investment portfolios with an eye toward both growth and preservation, and coordinating the estate planning considerations that become increasingly important in this stage of life.

What sets our practice apart is how we work. We don't lead with products or investment performance. We start by understanding your situation -- your goals, your concerns, and what you want the next chapter of your life to look like. From there we build a plan that's specific to you, explained clearly, and revisited regularly as your life evolves.

We believe that financial planning done well isn't just about numbers. It's about helping people feel genuinely confident about their financial future -- and ready for whatever comes next.