Top financial advisors working with divorced clients 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're navigating financial decisions after a divorce, you need an advisor who understands how to balance your new financial reality with your long-term goals. A common mistake is treating your finances as if nothing has changed, which can lead to missed opportunities or unexpected tax consequences.
- Municipal tax awareness. Cleveland's city income taxes vary and can affect your post-divorce planning; ask how they factor this into your strategy.
- Asset division insight. Confirm how they help manage and invest assets split during divorce to support your future needs.
- Income and expense recalibration. Divorce often changes your cash flow; check how they adjust budgets and plans accordingly.
- Benefit coordination. Ask how they handle changes in retirement accounts, alimony, or child support to optimize your financial picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Dana B
Series 66
Bay Village, OH
Edward Jones
Dana Banyasz specializes in divorce financial planning and retirement income strategy, making him well-equipped to address the financial complexities faced by divorced clients in the Cleveland area. With 17 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach including business succession and exit strategies, supported by a fee structure up to 1.35% annually.
Experience: 18 years
Avg account: $246,728
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Denise F
Series 63, Series 66
Cleveland, OH
Intentional Wealth Partners
Denise French specializes in divorce financial planning and cash flow budgeting, making her well-equipped to address the financial complexities faced by divorced clients in Cleveland, OH. With 28 years of experience and a flat-fee structure, she offers comprehensive services including forensic accounting and business valuation through her firm, Intentional Wealth Partners, which emphasizes discretionary portfolio management and tax-aware strategies.
Experience: 29 years
Avg account: $395,671
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Douglas H
Series 65
Cleveland, OH
Mass Mutual Investors Services
Douglas Harbaugh specializes in divorce financial planning and cash flow budgeting, making him well-equipped to address the financial complexities following a divorce in Cleveland, OH. With 14 years of experience and a Series 65 designation, he operates within Mass Mutual Investors Services, a large firm known for goal-based analysis and serving diverse clients including business owners and trusts, which may offer broader resources compared to smaller practices.
Experience: 15 years
Avg account: $249,379
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