Laurels

Best Financial Advisors in Cleveland
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Cleveland, OH

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Appaloosa Wealth Management

Appaloosa Wealth Management

  • Certified Financial Planner (CFP)

Appaloosa Wealth Management provides various financial planning services to clients in Cleveland and the nearby areas. These services include retirement income, tax, cash flow forecasting, estate, and general financial planning services. Operating since 2004, Appaloosa Wealth Management specializes in assessing and managing risks to help individuals prepare for their current and future financial challenges. The company's president and founder, Walter Moore, has more than two decades of experience in the financial and investment planning industry.

5005 Rockside Road
Cleveland, OH 44131

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Ascend Advisors

Ascend Advisors

Ascend Advisors is a Cleveland company founded in 2013 and headed by Allison Motz, M.P.A. and provides support for youth development, workforce development, nonprofit organizations, and small businesses. Allison utilizes a wide network of consultants to find the best opportunities for each client. Ascend Advisors leverages three decades of experience in the financial sector and provides clients with customized plans.

Cleveland, OH 44102

Website

Website
Beacon Financial Partners

Beacon Financial Partners

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Beacon Financial Partners is an independently owned firm in Cleveland that offers comprehensive investment management and financial planning services. Its financial advisors help individuals and families grow, protect, and preserve their wealth by providing holistic financial advice. This involves helping clients manage their investment accounts and finances. They also advise on tax-efficient investments and retirement and estate planning. The firm's access to thousands of mutual funds, alternative investments, and ETFs allows it to craft client solutions. Its managing partner Gregory Randall is a CFP.

25825 Science Park Drive
Cleveland, OH 44122

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Boyd Watterson Asset Management

Boyd Watterson Asset Management

  • Private Wealth Advisor

Boyd Watterson Asset Management advises clients in Cleveland on risk-adjusted investment solutions. Beyond managing accounts and mutual fund guidance, it provides fixed income strategies that include short-term, intermediate, and municipal products varying in quality and yield. Some of its customized solutions cover the needs of entities such as foundations, endowments, corporations, and health care organizations. It also has real estate investments of commercial properties that include offices, warehouses, and flex spaces. Independent and primarily employee-owned, the company has over nine decades of industry expertise.

1301 East 9th Street
Cleveland, OH 44114

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Cerity Partners

Cerity Partners

  • Certified Financial Planner (CFP)

Cerity Partners helps Cleveland's residential, business, and nearby communities by providing financial freedom to the metro. Its team is composed of financial planners, tax advisors, specialists, and consultants that help clients personalize financial coverage tailored to their goals and needs. They offer integrated solutions like financial planning, cash flow analysis, estate and gift planning, executive financial counseling, and risk management and insurance planning. The team has been in the industry for more than a decade.

50 Public Square
Cleveland, OH 44113

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Clearstead

Clearstead

  • Insurance Products
  • Tax Preparation

The financial advisors at Clearstead offer a broad range of services for families, individuals, healthcare organizations, and foundations in Cleveland. It assists in retirement cash flow plan development, taking into account the short- and long-term goals of clients, such as giving to charities, helping with grandchildren's education expenses, and paying for medical care. The company also offers multigenerational planning and institutional investment consulting. Clearstead started out as an institutional investment advisory firm in 1989. It began serving individuals and families in 2010.

Superior Avenue
East Cleveland, OH 44114

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

Cleveland Wealth

Cleveland Wealth

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation

Cleveland Wealth assists clients in the metro in building and preserving their wealth through fiduciary financial planning and investment advisory services. The firm builds a customized financial plan for the client after analyzing their needs, goals, and financial picture. It also includes assessing the client’s planning for estate, retirement, and taxes. In addition, the firm offers holistic wealth management. It provides investment advice and solutions to improve the client’s portfolio. The firm’s wealth advisors are all Chartered Financial Consultants.

600 Superior Avenue East
Cleveland, OH 44114

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Confiance, LLC

Confiance, LLC

  • Retirement Planning

Confiance, LLC, is a financial advisor serving clients in Cleveland. The business provides a wide range of financial planning and wealth management services, such as planning for transitional life events and non-traditional relationships. This boutique advisory firm was founded by Pamela Sandy in June 2008. She is a certified financial planner who opened the firm after working for 16 years with Financial Strategies Group, Inc. As part of its community involvement, the business has been supporting organizations like the Cleveland FoodBank and Greater Boston Foodbank.

600 Superior Avenue
Cleveland, OH 44114

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Covenant Financial Advisors

Covenant Financial Advisors

Covenant Financial Advisors assists clients with wealth management and long-term financial planning. The Sugarcreek-based company was founded in 2007 by Neal Clemens, a man with more than four decades of experience. Since the firm is independent, the clients are the biggest priority and have access to a wide range of financial planning services, including risk and investment management, estate and retirement planning, ethical investment options, charitable giving strategies, and educational workshops.

Cleveland, OH 44131

Website

Website
Davenport Wealth Management

Davenport Wealth Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Davenport Wealth Management serves individuals, families, and businesses in and around the Cleveland community with customized financial planning services. It works with clients in managing their wealth and assets, providing retirement planning, estate planning, risk management, and business planning services. It also provides retirement consultations for employees and businesses alike. Kevin L. Davenport, firm principal and wealth advisor, established the company after over 15 years of experience in the financial industry. Davenport holds an Accredited Investment Fiduciary designation.

127 Public Square
Cleveland, OH 44114

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Fairpoint Wealth Management

Fairpoint Wealth Management

Fairpoint Wealth Management is a Cleveland-based investment advisory firm that gives clients financial planning and investment management advice. The average client is an individual employee at a large private company and each one receives a personalized wealth management strategy designed to maximize their financial success and capitalize on employee benefits. Specific services include retirement planning, investment management, employee benefits, tax planning, college tuition planning, debt management, and insurance analysis.

Cleveland, OH 44135

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

Fairport Wealth

Fairport Wealth

  • Certified Financial Planner (CFP)

Fairport Wealth is a registered investment advisor representative that serves individuals and families in the Cleveland metro. Its team of CPAs, CFPs, and CFAs helps clients achieve their financial objectives by providing them with wealth, investment, tax, retirement, and estate and wealth transfer planning assistance. They guide them through developing an insurance sufficiency and risk management plan. Fairport Wealth also serves business owners, corporate executives, and women of wealth. The company has been in operation since 1963.

1350 Euclid Avenue, Suite 400
Cleveland, OH 44115

Website

Website
Gries Financial Partners

Gries Financial Partners

  • Certified Financial Planner (CFP)

Gries Financial Partners is an independent investment advisory company that serves clients in Cleveland and its surrounding neighborhoods. Its team of professionals offers investment and wealth management counsel to institutional and high-net-worth customers. The business’s financial planning services include capital accumulation projections, asset allocation planning, debt management, Social Security or Medicare analysis, and risk profile guidance. In addition, it has supplemental planning options like income tax planning and preparation as well as estate planning. Gries Financial Partners was founded in 1978.

1801 East 9th Street
Cleveland, OH 44114

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Huffman-Mayer Wealth Management Group

Huffman-Mayer Wealth Management Group

  • Certified Financial Planner (CFP)

Huffman-Mayer Wealth Management Group is an esteemed team of financial professionals in Ashtabula that's been featured in Forbes America's Financial Leaders. Clients receive a consultation about their goals and current financial status. From there, the financial advisers provide recommendations and an analysis of the client's current wealth management. The company fosters long-term relationships with clients and adjusts individual plans as the client's needs change.

Cleveland, OH 44113

Website

Website
Klopp Investment Management LLC

Klopp Investment Management LLC

  • Retirement Planning

Since 1973, Klopp Investment Management LLC has been providing financial advisory services to clients in Cleveland and the surrounding areas. It offers asset management services to help individuals preserve their investments and pursue their financial goals. Its team also uses reports to review the clients' portfolios and ensure that the financial plans are being met. The company's CEO, John S. Klopp, is a board member of the Rose-Mary of Cleveland, an organization focusing on helping individuals with special needs.

1801 East 9th Street
Cleveland, OH 44114

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Ko-Advisors, LLC

Ko-Advisors, LLC

Ko-Advisors, LLC provides investment advisory services to individuals in the Cleveland area. It's headed by CFP Kevin Komar, who has worked in the business since 2000. Kevin received his securities license in 2008 and became a full financial planner in 2018. Ko-Advisors, LLC offers comprehensive income tax planning, detailed investment planning, estate planning, and retirement planning services.

6140 W Creek Rd, Suite 200
Independence, OH 44131

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lakeside Financial Partners

Lakeside Financial Partners

  • Retirement Planning

Lakeside Financial Partners caters to individuals and businesses in the Cleveland metro and the surrounding communities. It helps clients update their portfolios and leverage the right products by offering planning services. These include equity compensation analysis and estate planning strategies. The firm also works on annuities, disability and long-term care insurance, investment advisory programs, and retirement plans. Tim Holdsworth, a managing partner, brings over 30 years of experience in the industry. He holds the Chartered Financial Consultant designation.

40 Eagle Valley Court
Broadview Heights, OH 44147

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

McDonald Partners

McDonald Partners

  • Retirement Planning

McDonald Partners is a full-service brokerage and investment firm serving the needs of Cleveland. It creates financial management solutions such as planning, risk assessment, investment management, and strategy review. Its financial advisors design company benefit systems, provide fiduciary guidance, review and monitor funds, and educate employees on company retirement plans. The firm is a family-owned and employee-owned business founded by Thomas McDonald in 2005. Thomas is actively involved in the industry and serves on SIFMA's board of directors.

1301 East 9th Street, Suite 3700
Cleveland, OH 44114

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

NCA Financial Planners

NCA Financial Planners

  • Estate Planning
  • Retirement Planning
  • Tax Planning

NCA Financial Planners serves clients in Cleveland and the surrounding areas. It offers financial planning services to help individuals manage their investments, taxes, retirements, and estates. It also provides life planning services for clients going through life transitions, such as marriage, job changes, divorce, loss of a loved one, or college. The company's CEO and president, Kevin Myeroff, is an avid pilot with more than 30 years of experience in the financial industry. He is also a Certified Financial Planner.

6095 Parkland Boulevard
Mayfield Heights, OH 44124

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: --

Helpfulness: B+

Detail: --

skyboxfinancialgroup.com

skyboxfinancialgroup.com

  • Tax Planning
  • Retirement Planning

Skybox Financial Group is a firm that has been serving retirees, business owners, high-net-worth families, and professionals in the Cleveland area for over 40 years. Its president, Scott Searles, is a Certified Wealth Strategist with a Bachelor's degree in Finance. He has more than 20 years of experience in providing financial advice to and managing the portfolios of retirees and individuals preparing for retirement. Searles hosts "Retirement Toolbox," a podcast on financial and retirement planning.

13022 Pearl Rd., Suite 3
Strongsville, OH 44136

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wellspring Financial Advisors

Wellspring Financial Advisors

  • Private Wealth Advisor
  • Tax Preparation

Wellspring Financial Advisors serves clients in Cleveland and the nearby areas. It offers various financial planning services, including risk management, estate and wealth transfer, strategic administration, family financial management, and income tax planning and preparation. The company was founded by Michael T. Novak, a certified public accountant who has been in the financial industry for more than 10 years. Novak also serves as the gift planning chair at the Advisory Committee of the Cleveland Museum of Art. He is also a personal financial specialist.

5885 Landerbrook Drive
Cleveland, OH 44124

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

Winfield Associates

Winfield Associates

  • Certified Financial Planner (CFP)

Winfield Associates is an independently owned wealth management firm that has been serving clients in Cleveland since 1997. The company offers investment management and private wealth advisory to investors, business professionals, owners, and retirees. Winfield Associates is composed of an experienced and stable investment team that has decades of investment experience. Chairman, William W. Baker, has 29 years of experience as a research and analyst director in Mcdonald & Co. He is a former President and Treasurer of the CFA Society of Cleveland.

700 West Saint Clair Avenue
Cleveland, OH 44113

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: B+

Helpfulness: B+

Detail: A

Wrong city? Here are some nearby places: