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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Mentor
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
12
non-vetted advisors in your local area. These financial advisors in
Mentor, Ohio
have an average of
9
years of experience.
NOTE: The list of financial
advisors in
Mentor, 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
Mentor, Ohio.
| Qualified Financial Advisors in Mentor, Ohio | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Johnathan W. Roberts
CPA AUXIN GROUP 2923 Smith Rd, Suite 202, Akron, OH 44333 |
9 | Not Specified | $100,000 | Fee-Based |
| Gilles Mulard
CRPC® MULARD WEALTH MANAGEMENT 2820 West 23rd Street, Suite 204 & 205, Erie, PA 16506 |
Not Disclosed | Not Specified | 100K+ | Fee-Based |
Qualifications
Firm CRD# 226599
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2923 Smith Rd, Suite 202,
Akron,
OH
44333
Phone Number
330-237-4065
Auxin Group Wealth Management, LLC, is an independent advisory firm 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, Wealth Management, Investment Advice & Management
Qualifications
CRD# 4987956
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2820 West 23rd Street,
Suite 204 & 205,
Erie,
PA
16506
Phone Number
814-520-5511
Gilles R. Mulard, CRPC® is currently a Financial Advisor with LPL, and had been a Financial Advisor with Waddell & Reed since March 2012, and is associated with the financial industry since 2005. He is an alumnus of the Cornell and Essec business school, and has earned the Charted Retirement Plan Counselor® designation and licensed to handle Long-Term Care.
Gilles concentrates his practice and on-going advice in the areas of long-term planning, Individual securities valuations and insurance. Gilles also works with individuals, families, and small business owners in other areas that affect their financial well-being.
Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. How do we do this? By working closely with you throughout all of life's stages. From buying your first home to planning for your newborn's college education, from deciding how to take your retirement distributions to planning your estate, we'll be there every step of the way, listening, planning and advising. Also located at 403 Downing Drive, Chardon, OH 44024
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Top Financial Advisor Firms in Mentor, Ohio (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Lakeridge Wealth Management Llc
8383 Mentor Avenue, Mentor, OH 44060 |
$227,780,536 | 732 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Lifeguard Financial Inquire with Lifeguard |
7536 Mentor Ave, Mentor, OH 44060 | 440-942-1936 |
| Mentor Wealth Management Group Inquire with Mentor |
7322 Center Street, Mentor, OH 44060 | 440-205-5200 |
| Hickory Asset Management Inquire with Hickory |
9930 Johnnycake Ridge Road, Suite 2B, Mentor, OH 44060 | 440-358-1330 |
| Fifth Third Preferred Inquire with Fifth |
6675 Center Street, Mentor, OH 44060 | 440-255-8560 |
| Fifth Third Securities Inquire with Fifth |
9881 Johnnycake Ridge Road, Mentor, OH 44060 | 440-352-7614 |
| Allstate Personal Financial Representative: Richard Koeth Inquire with Allstate |
8518 Mentor Ave, Ste G, Mentor, OH 44060 | 440-205-9977 |
| Thomas Austin Inquire with Thomas |
8715 Mentor Avenue, Mentor, OH 44060 | 440-257-7629 |
| Grace Himmelright Inquire with Grace |
9328 Chillicothe, Unit A, Mentor, OH 44060 | 440-375-0080 |
| Steven Ockajik Inquire with Steven |
6964 Spinach Dr, Mentor, OH 44060 | 440-205-0747 |
| Edward Jones Inquire with Edward |
7330 Little Mountain Rd, Suite A, Mentor, OH 44060 | 440-205-1537 |
Grow your AUM with pre-qualified leads!
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