Best Financial Advisors in Cleveland

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.