Top cash flow / budgeting financial advisors in Canton, OH

Robert Milan II is a financial advisor with TCFG Investment Advisors, LLC in Canton, OH, holding 27 years of industry experience. His prior roles include positions at Ameriprise and National Planning Corporation. In addition to his advisory work, he operates Milan & Associates LLC, providing tax preparation services to individuals and small businesses. TCFG Investment Advisors, LLC manages approximately $639 million in client assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a team of 29 advisors using a variety of analytical strategies.

Michael George is a financial advisor at George Financial Services in Canton, OH, holding a Series 65 designation with four years of industry experience. Prior to joining George Financial Services, he spent time at Parkland Securities and Access Financial Group. Outside of finance, he operates Headtrauma Entertainment, a DJ service, and owns a plant sales business called Growing for Good LTD. George Financial Services provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, as well as pension and employee benefit plans. The firm employs a core-satellite investment approach incorporating mutual funds, ETFs, fixed income, equities, commodities, options strategies, and digital asset consulting.

Daniel Belden is a financial advisor at Belden Financial, LLC in Canton, OH, with 19 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and UBS Financial Services before founding his current firm in 2017. Belden Financial provides discretionary portfolio management to individuals, high-net-worth clients, and investment companies. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, employing asset allocation across mutual funds, ETFs, equities, fixed income, and commodities, along with options trading strategies aligned with client objectives.

Joseph Hassen is a financial advisor with LexAurum Advisors in Canton, Ohio, holding a Series 66 designation and 12 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously at Nationwide Securities LLC and Nationwide Financial. Outside of his advisory role, Hassen serves as president of the Rotary Club of Plain Township and as vice president of the North Canton Little League. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a diversified investment approach based on modern portfolio theory and offers standardized model portfolios primarily implemented with low-cost ETFs.

Carrie Robson is a financial advisor with Kestra Advisory in Canton, OH, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Ameriprise, Stifel Nicolaus & Co Inc, Merrill, and Robert W Baird & Co. Outside of her advisory work, she serves as a volunteer firefighter and EMT with the Washington Township Volunteer Fire Department. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers comprehensive services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.