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Best Financial Advisors in Akron

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1858 Wealth Management logo

1858 Wealth Management

3250 West Market Street, Akron, OH 44333
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

1858 Wealth Management is an independent advisory firm that has been providing services to families, individuals, and small businesses in the Akron metro and its neighboring communities since 2001. It offers financial planning, investment management, retirement planning, and estate planning. It also offers professional help with business exit and succession strategies, account beneficiaries, drafting wills and power of attorney letters, gifting assets, and philanthropic planning. 1858 Wealth Management partners with Morningstar for its research and portfolio design.

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Hyland Financial Planning logo

Hyland Financial Planning

3570 Executive Drive, Uniontown, OH 44685
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  • Retirement Planning

Hyland Financial Planning is a financial advisor that serves clients in Akron. The company offers a variety of services, such as investment management, financial planning, and personal finance advice. The business serves as a financial trainer or coach for individuals who are determined to developing a financial plan and accomplishing their financial goals. The company is led by Ryan Bayonnet, whose work as a financial advisor has been featured on the Washington Post and Wall Street Journal.

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Jentner Wealth Management logo

Jentner Wealth Management

3677 Embassy Parkway, Akron, OH 44333
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Jentner Wealth Management is a fiduciary investment advisory firm that serves individuals, families, trusts, businesses, and foundations in Akron and nearby communities. It offers an assortment of comprehensive financial planning options such as investments, asset allocation, insurance and risk management, tax and gifting, business succession, and education. In addition, the company handles services such as life transition, retirement, estate, and legacy. Jentner Wealth Management was established in 1984 by Bruce A. Jentner, a Certified Financial Planner.

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Kinkelaar & Associates logo

Kinkelaar & Associates

520 South Main Street, Akron, OH 44311
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  • Certified Financial Planner (CFP)

Kinkelaar & Associates is an independent fiduciary firm that serves families, couples, individuals, and small businesses in Akron and the surrounding communities. It offers financial life planning services and investment advice. The company’s founding principal, Mary Deshong Kinkelaar, is a Certified Financial Planner with more than 15 years of industry experience in financial planning. She is a member of the Financial Planning Association, Garrett Planning Network, and Society for Human Resource Management.

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LifeStages Advisory logo

LifeStages Advisory

198 Portage Trail Extension West, Cuyahoga Falls, OH 44223
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  • Estate Planning
  • Certified Financial Planner (CFP)

LifeStages Advisory is a firm that offers its services to clients residing in Akron and its surrounding communities. It provides retirement, financial, and legacy planning, tax preparation, CPA services, and insurance solutions. It is led by John Cindia, who has prior experience as a vice president for marketing in a Fortune 500 insurance firm. LifeStages Advisory has a team that has more than 60 years of combined knowledge, service, and experience in the tax and financial industries.

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Manby Financial Strategies logo

Manby Financial Strategies

1611 Akron Peninsula Road, Akron, OH 44313
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  • Certified Financial Planner (CFP)

Serving Akron, Manby Financial Strategies helps clients secure financial independence. Its approach includes strategies to eliminate risks, maximize Social Security, manage investments, protect assets, and plan the client’s retirement and living estate. The process involves setting goals, identifying potential alternative action plans, developing and implementing recommendations, and monitoring progress. William J. Manby, Manby Financial’s representative and namesake, has served hundreds of clients for more than 35 years in the areas of preservation planning and wealth management.

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Presper Financial Architects logo

Presper Financial Architects

441 Wolf Ledges Parkway, Akron, OH 44311
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  • Retirement Planning
  • Insurance Products

Established in 2017, Presper Financial Architects is an independent financial planning firm that serves clients in Akron and the neighboring communities. Its professionals handle financial planning services such as cash flow or budgeting, debt management, college savings or loans, Social Security optimization, smart tax planning, and pension maximization. The company also offers investment management, insurance strategies, retirement planning, and financial education. Its founder, Tom Presper, is a Chartered Life Underwriter and Chartered Financial Consultant.

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Prosperity Advisors logo

Prosperity Advisors

275 Springside Drive, Akron, OH 44333
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  • Certified Financial Planner (CFP)

Prosperity Advisors is a team of financial advisors founded in 1989 with an office in Akron. It works with clients to create financial plans and helps with retirement, tax, and estate planning. Also available are specialty planning services for families who have members who are retiring, going to college, members of the LGBTQ community, or undergoing major transitions or unexpected events. Its advisors hold a variety of certifications, including CFP, CFA, AIF, ChFC, and CDFA.

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Symphony Financial Services, Inc. logo

Symphony Financial Services, Inc.

4100 Embassy Parkway, Akron, OH 44333
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  • Estate Planning
  • Insurance Products

Symphony Financial Services, Inc., is a financial advisory firm located in Akron that was established in 2001. It guides individuals, families, businesses, and institutions through the wealth planning process and helps them develop an investment portfolio that suits their financial requirements. The company's professionals have over 100 years of combined experience. One of its investment advisor representatives, Paul Sansonette, is a Certified Retirement Counselor who has been in the industry for more than 20 years. Symphony Financial Services is backed by LPL Financial.

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TCM Wealth Advisors logo

TCM Wealth Advisors

66 South Miller Road, Fairlawn, OH 44333
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  • Certified Financial Planner (CFP)

TCM Wealth Advisors is a financial services firm that serves the Akron metro. Its services include cash flow forecasting, asset allocation analysis, business planning, college education funding, estate and charitable planning, and retirement planning. It performs portfolio reviews and risks analyses as part of investment management. It also helps clients in divorce financial planning. Its founder and president, Jonathan Torrens, has over 30 years of experience in the financial services sector. He is a member of The Financial Planning Association.

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Wealth Impact Advisors logo

Wealth Impact Advisors

33 Merz Boulevard, Fairlawn, OH 44333
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  • Certified Financial Planner (CFP)

Wealth Impact Advisors is an independently owned firm serving clients in Akron. It offers financial, retirement, legacy, and charitable planning services. Its advisors also work on insurance, investment, and business consulting solutions. The firm utilizes the LifePrint Process, which entails crafting a personal financial strategy for its clients and quarterly, semi-annual, and annual progress report meetings. Wealth Impact Advisors is affiliated with Charles Schwab International and Ameritrade. In addition, its team has been providing financial services since 2017.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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