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 |
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
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?