Laurels
Best Financial Advisors in Cleveland
2020

17 Best Cleveland Financial Advisors

Our Top Picks
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We scored 116 Financial Advisors in Cleveland, OH and Picked the Top 17

Appaloosa is a client-centric, fee-based company that offers comprehensive financial planning and investment management services to the Cleveland community. It was founded in 2014 by Walter Moore, a CFP with over two decades of experience in financial planning. Appaloosa's main focus is on investment management, but the planners can also help with topics like retirement planning, risk assessment, tax planning, and estate planning.

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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.

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Beacon Financial Partners is a financial planning and wealth management firm located in Northeast Ohio. The experienced advisors help clients create informed financial plans. Meanwhile, the company's strategic partner, Lincoln Investment Planning, helps provide clients with unique investment opportunities. As an independent fiduciary, it focuses on high-net-worth individuals, corporate executives, and business owners. Clients receive financial planning help, asset management, retirement planning, and investment advice. Managing partner Gregory Randall has been in the financial advisory industry since 1991.

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Boyd Watterson Asset Management is an employee-owned firm with a sole focus on asset management. The independent, Cleveland-based company uses resources to manage client relationships and investments. The company generates income and protects capital while delivering an excess return. Most commonly, clients utilize the company's resources to manage their real estate and equities. The board of directors brings more than eight decades of experience to the table.

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Clearstead is a private, institutional financial advisory firm. Clients receive an integrated investment approach that combines the work of research analysts with the experience of financial advisers. The company provides a range of services, including private wealth management, institutional investment consulting, and overall retirement planning. Clearstead's Cleveland office has been in business since 1986.

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Cleveland Wealth is a financial planning firm that serves the Cleveland community. The company specializes in retirement planning, with specialized teams featured on CBS, FOX, and ABC. Clients receive comprehensive financial planning for their retirement, along with management of the wealth they currently have. The company's principals bring more than four decades of combined experience to the table.

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CONFIANCE is a financial and investment advisory firm founded by Pamela Sandy. Pamela has a CFP certification and three decades of experience in the financial advisory industry. She founded CONFIANCE in 2008, with the company's principal office located in Cleveland. The firm provides financial planning solutions to individuals across the entire country, but its focus is on each person's needs. The company's services include planning for transitional life events and non-traditional relationships.

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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.

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Davenport Wealth Management was founded in 2013 to provide a small business alternative to larger firms, and its main office is located in Cleveland. Davenport Wealth Management uses a client-centered approach to help families, businesses, and individuals plan for the future. Every client receives a customized and structured financial plan. Its long-term goal is to give clients the best retirement possible.

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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.

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Gries Financial Partners provides wealth and investment management services to individuals with a high net worth from its offices in Cleveland and Cincinnati. The independent company has been managing global client assets since 1978. Clients can receive a range of wealth management services, including retirement and estate planning, education funding, tax planning, and planning for life transitions.

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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.

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Klopp Investment Management is a Cleveland-based firm that has been in business for more than two decades. The firm specializes in managing a client's individual investment portfolio and making recommendations that align with the client's values and overall goals. Investment plans are individually tailored and fee-based, and the company manages investments utilizing 401k plans, trusts, personal savings accounts, and IRAs.

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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.

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NCA Financial Planners is a group of experienced financial advisers based in Mayfield Heights. The company's president and CEO have more than three decades of experience, along with CPA and CFP certifications. Clients receive comprehensive financial planning services, including retirement planning, tax planning, estate planning, life planning, and risk management guidance.

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Wellspring Financial Advisors is a Cleveland-based financial advisory company founded in 2007 by managing director Michael T. Novak, a CPA with experience in tax compliance. The firm focuses on individual wealth management with multiple services to help clients achieve their financial goals. One area of focus is on tax compliance and planning. In addition, clients can receive investment advice, comprehensive financial planning, risk management, and educational services.

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Winfield Associates is an independently owned investment management firm in Cleveland that provides wealth advisory services to clients. The company specializes in private wealth advisory and customized investment portfolios. Typical clients include private investors, foundations and endowments, retirees, business professionals, and business owners. Winfield Associates has been in business since 1997.

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