Laurels

Best Financial Advisors in Cleveland
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Cleveland Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 117 77 18

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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

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

Skybox Financial Group

  • Retirement Planning
  • Tax 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

Wrong city? Here are some nearby places: