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Best Financial Advisors in Cleveland

2024

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SmartAdvisor by SmartAsset

Cleveland, OH
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Cleveland, OH

Why choose this provider?

Need help contacting a Financial Advisor in Cleveland? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
6140 W Creek Rd, Suite 200, Independence, OH 44131

Why choose this provider?

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.

Reputation:

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.
4.6
Google
4.6 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Cleveland, OH 44135

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (5)

Website
13022 Pearl Rd., Suite 3, Strongsville, OH 44136
  • Tax Planning
  • Retirement Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Superior Avenue, East Cleveland, OH 44114
  • Insurance Products
  • Tax Preparation

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5885 Landerbrook Drive, Cleveland, OH 44124
  • Private Wealth Advisor
  • Tax Preparation

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5005 Rockside Road, Cleveland, OH 44131
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1801 East 9th Street, Cleveland, OH 44114
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
700 West Saint Clair Avenue, Cleveland, OH 44113
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1801 East 9th Street, Cleveland, OH 44114
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
25825 Science Park Drive, Cleveland, OH 44122
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1301 East 9th Street, Suite 3700, Cleveland, OH 44114
  • Retirement Planning

Why choose this provider?

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.

License Verified:

License: 135414

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1301 East 9th Street, Cleveland, OH 44114
  • Private Wealth Advisor

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
600 Superior Avenue, Cleveland, OH 44114
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
600 Superior Avenue East, Cleveland, OH 44114
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
40 Eagle Valley Court, Broadview Heights, OH 44147
  • Retirement Planning

Why choose this provider?

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.

License Verified:

License: 5504932

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
127 Public Square, Cleveland, OH 44114
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6095 Parkland Boulevard, Mayfield Heights, OH 44124
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
1.5
Responsiveness
Friendliness
––
Helpfulness
Detail
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Website
50 Public Square, Cleveland, OH 44113
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

License Verified:

License: 151559

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.0
Google
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much does it cost to hire a financial advisor in Cleveland?

    Financial advisors in Cleveland charge an average hourly rate ranging from $34 to $47. Their annual salary ranges from $51,942 to $135,220. The rates for financial advisors may vary depending on their years of experience and their specific location. Financial advisors in some cities in Ohio may charge higher rates.

  • When should you hire a Cleveland financial advisor?

    You should hire a financial advisor in Cleveland if you do not have experience with insurance, investment, and taxes. Financial advisors can provide professional advice on financial matters, especially if you are experiencing a major life event or if you cannot afford losses in your portfolio. They can also help you find cost-efficient ways of acquiring an investment.

  • In Cleveland, do banks have financial advisors you can consult?

    In some circumstances, some banks may provide financial advice. Although not all banks in Cleveland have financial advisors, most large banks offer full-service products for lending, banking, investing, and insurance. On the other hand, some banks utilize financial advisors who work for their sister companies. This can help clients handle financial matters under one roof.

  • Why should you hire an independent financial advisor in Cleveland?

    You are advised to hire an independent financial advisor in Cleveland if you want to choose insurance or investment products from a variety of insurance carriers. They are not tied to a certain brand of insurance or investment products. Independent financial advisors in Ohio can provide personalized financial advice while considering their clients' best interests.

  • How often should you meet with your Cleveland financial advisor?

    You should meet with your financial advisor in Cleveland at least once a year. It is advisable to reassess basics like taxes, budget, and investment performance annually. You should assess your financial strategies as your living conditions change. Generally, you can speak with your financial advisor in person or through video calls. Financial advisors may also text or email updates when necessary.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.