Top financial advisors in Akron, OH
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Akron and face complex financial decisions, such as managing investments or planning for retirement, you need advisors who understand local tax nuances. One common mistake is overlooking municipal income taxes, which differ by city and can affect your overall strategy.
- Municipal tax expertise. Confirm how they incorporate Akron's city taxes into your financial plan to avoid unexpected liabilities.
- Experience with local regulations. Ask how they navigate Ohio's specific tax rules alongside federal requirements.
- Comprehensive retirement planning. Ensure they consider all income sources and tax impacts when advising on retirement withdrawals.
- Coordination with other professionals. Check if they work with your tax preparer or attorney to align strategies across your financial team.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David I
Series 63, Series 66
Akron, OH
PNC Wealth Management
David Ionno brings 33 years of experience in wealth management and active portfolio management at PNC Wealth Management in Akron, OH, a large firm known for model-based advisory services. His expertise includes passive and active investing strategies, supported by Series 63 and 66 licenses, and a 0.85% annual AUM fee, distinguishing him from advisors with smaller firms or less comprehensive digital offerings.
Experience: 33 years
Avg account: $182,752
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Elizabeth S
Series 66, Series 63
Akron, OH
FIFTH THIRD SECURITIES, Inc.
Elizabeth Sharp's 15 years of experience and Series 63 and 66 licenses equip her to address Akron's municipal tax nuances and retirement planning complexities. Working with Fifth Third Securities, a large firm offering discretionary managed accounts and tax-overlay services, she provides access to direct indexing and collaborates with various client types, distinguishing her from advisors at smaller firms.
Experience: 15 years
Avg account: $230,450
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Daniel J
Series 63
Akron, OH
Echo Financial Advisors, LLC
Daniel Jones offers expertise in active portfolio management and options strategies, supported by 12 years of experience and a Series 63 designation, making him well-suited for Akron residents navigating local tax nuances. His firm, Echo Financial Advisors, LLC, provides algorithm-driven robo-advisory services with a flat 0.25% annual fee, appealing to clients seeking independent, technology-enhanced investment management.
Experience: 12 years
Avg account: $11,987
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Robert K
Series 63, Series 65
Akron, OH
BCD Advisors
Robert Kilivris offers extensive wealth management experience in Akron, OH, with 33 years in the industry and a focus on flat-fee financial planning. His firm, BCD Advisors, employs asset allocation and Modern Portfolio Theory, providing both discretionary and advisory portfolio management. This combination of seasoned expertise and a flexible fee structure distinguishes him from other local advisors.
Experience: 34 years
Avg account: $115,848
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Tyrone G
Series 63
Akron, OH
GWN Securities Inc.
Tyrone Grady's 33 years of experience and expertise in retirement withdrawal strategies and tax-loss harvesting make him well-equipped to address Akron's municipal tax nuances and complex financial decisions. Operating within GWN Securities, a large firm managing $3.65 billion across 37,000 accounts, he offers flat-fee and hourly financial planning options, providing flexibility compared to advisors with only asset-based fees.
Experience: 33 years
Avg account: $125,430
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