Top financial advisors in Cleveland, 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 Cleveland 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.
- Local tax expertise. Confirm how they incorporate Cleveland's municipal taxes into your financial plan to avoid unexpected liabilities.
- Experience with diverse portfolios. Ask how they balance growth and risk, considering your unique financial goals and local economic factors.
- Retirement income planning. Ensure they address how city taxes impact your retirement withdrawals and income streams.
- Coordination with other professionals. Check if they collaborate 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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Bryan B
CFP®, Series 63, Series 66
Cleveland, OH
Sanctuary Advisors, LLC
Bryan Blackburn's 15 years of experience and CFP® certification equip him to navigate Cleveland's complex financial landscape, including retirement income strategy and active portfolio management. Working with Sanctuary Advisors, a large firm offering flat-fee financial planning, he serves diverse clients such as individuals and trusts, providing customized investment programs that may suit those seeking comprehensive local expertise and flexible fee arrangements.
Experience: 15 years
Avg account: $1,618,113
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Luke W
Series 66
Cleveland, OH
Kestra Advisory
Luke Washburn offers expertise in retirement plans for business owners and business exit strategies, which suits Cleveland residents managing complex financial decisions involving local tax nuances. His flat-fee structure and affiliation with a large firm provide flexible pricing options, while his 14 years of experience and focus on wealth management distinguish him from other advisors in the area.
Experience: 14 years
Avg account: $618,892
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William M
Series 66
Cleveland, OH
ValMark Advisers, Inc.
William Mcnamara's 11 years of experience and Series 66 designation equip him to navigate Cleveland's unique municipal tax landscape, crucial for retirement income and investment planning. Operating with ValMark Advisers, he offers flat-fee and hourly planning options, focusing on diversified, goal-based portfolios, which may appeal to executives and business owners seeking tailored wealth management strategies in the local market.
Experience: 12 years
Avg account: $554,438
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Kimberly M
CFP®
Cleveland, OH
Park Edge Advisors, LLC
Kimberly Murphy offers expertise in retirement income strategy and life insurance needs analysis, which is crucial for managing Cleveland's unique municipal tax environment. Her firm, Park Edge Advisors, serves diverse clients including business owners and trustees, providing tailored investment approaches and flexible fee structures such as flat fees and AUM-based charges, distinguishing her from other local advisors.
Experience: 4 years
Avg account: $1,544,645
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Michael D
Series 66
Cleveland, OH
Mass Mutual Investors Services
Michael Di Franco, based in Cleveland, OH, offers financial planning through Mass Mutual Investors Services, a large firm known for collaborative, goal-oriented planning. With expertise in divorce financial planning and multi-generational wealth transfer, he serves diverse clients including business owners and executives. His approach includes asset management and educational seminars, distinguishing him from advisors with longer tenure by emphasizing teamwork and broad client services.
Experience: 1 year
Avg account: $249,379
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