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 municipal income taxes that differ by city, you need an advisor who understands these local nuances. Without this expertise, you might overlook tax-saving opportunities or miscalculate your tax liabilities.
- Local tax knowledge. Confirm how they navigate Akron's municipal taxes and coordinate with other city tax rules.
- Income tax planning. Ask how they integrate city taxes into your overall tax strategy to avoid surprises.
- Experience with Ohio tax laws. Ensure they consider state and local tax interactions, not just federal rules.
- Customized tax scenarios. Look for advisors who model your unique income sources and tax situations specific to Akron.
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 and holds Series 63 and 66 licenses, working with PNC Wealth Management in Akron, OH, a large firm known for model-based advisory services including algorithmic risk assessment. His expertise in passive and active portfolio management suits executives seeking tailored wealth management with a 0.85% annual AUM fee, differentiating him through a blend of seasoned insight and advanced digital investment strategies.
Experience: 33 years
Avg account: $182,752
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Terrence R
Series 63, Series 66
Akron, OH
RBC Capital Markets
Terrence Regan's 20 years of experience and expertise in tax-loss harvesting and wealth management position him well to navigate Akron's complex municipal income taxes and Ohio tax laws. Affiliated with RBC Capital Markets, a large firm offering flat-fee options and tailored investment strategies, he serves high earners and executives, providing a blend of local tax knowledge and broad financial planning services.
Experience: 20 years
Avg account: $1,017,425
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Elizabeth S
Series 63, Series 66
Akron, OH
FIFTH THIRD SECURITIES, Inc.
Elizabeth Sharp's 15 years of experience and Series 63 and 66 licenses equip her to navigate Akron's complex municipal income taxes, integrating local and Ohio tax laws into retirement and tax-loss harvesting strategies. Working with FIFTH THIRD SECURITIES, a large firm offering diverse investment programs and tax-overlay services, she combines personalized tax planning with access to institutional resources, differentiating her from advisors at smaller firms.
Experience: 15 years
Avg account: $230,450
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Michael C
Series 66
Akron, OH
Hornor, Townsend & Kent, LLC
Michael Clayton's 18 years of experience and Series 66 designation equip him to navigate Akron's complex municipal and Ohio state tax laws, especially for business succession and wealth management. His firm, Hornor, Townsend & Kent, LLC, offers flat-fee financial planning and retirement plan consulting, leveraging a large network and third-party asset managers, which may provide broader resources compared to smaller local advisors.
Experience: 19 years
Avg account: $294,061
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Cheryl L
Series 66
Akron, OH
Lyon Capital Strategies
Cheryl Lyon's 19 years of experience and Series 66 designation equip her to handle Akron's complex municipal income taxes, especially given her dual role in tax preparation and accounting. Lyon Capital Strategies' fundamental analysis approach and tailored portfolios, combined with a 0.75% AUM fee and $150 hourly planning rate, distinguish her from other advisors by integrating deep local tax expertise with active portfolio management.
Experience: 20 years
Avg account: $104,478
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