Enza Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Enza Financial serves individual clients—including high‑net‑worth households—businesses, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm also implements client strategies through third‑party managers and model portfolios when appropriate.
Enza’s advice is tailored to each client’s financial situation and may be delivered on either a discretionary or non‑discretionary basis, employing a range of analytical methods (fundamental, technical, charting, and modern portfolio theory) and both long‑ and short‑term trading approaches. For retirement plan clients the firm provides participant‑level services, including group enrollment and educational seminars on topics such as diversification, asset allocation, risk tolerance, and time horizon, alongside periodic plan monitoring.
Noteworthy features include the combination of retirement fiduciary work (with optional 3(38) discretionary services) and explicit participant education offerings, plus access to a broad set of investment vehicles from mutual funds and ETFs to private placements, PIPES, derivatives, and structured products. The firm is affiliated with an insurance affiliate and participates in the M Financial network, and some advisors also serve as registered broker‑dealer representatives—relationships the brochure discloses and addresses through stated policies and supervisory procedures.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees up to $15,000 for individuals and $50,000 for businesses; Comprehensive Financial Planning fees of $2,500 (Tier I), $5,000 (Tier II), and $7,500 (Tier III); Retirement plan consulting flat fees up to $85,000.
$0 - $1,000,000: up to 1.50% $1,000,001 - $3,000,000: up to 1.25% $3,000,001 - $5,000,000: up to 1.00% $5,000,001 - $10,000,000: up to 0.75% $10,000,001+: up to 0.50%
Commission-based compensation earned by registered representatives for securities transactions and insurance commissions earned by licensed insurance agents; separate and in addition to advisory fees.
Up to $450 per hour for Individual Consulting and Planning and Periodic Investment Advisory Consulting services; also for post-termination retirement plan consulting.
Fee-only: Hourly rates up to $450; flat fees up to $85,000 for financial planning and retirement consulting services; maximum annual fees vary by service.
Main office
6450 Rockside Woods Blvd S, Suite 150
Independence OH 44131
Advisors at this office
4
Most active in
Louisiana · Nebraska · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Scott F
Series 66
Independence, OH
Enza Financial, LLC
Scott Fischer is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with Enza Financial, LLC since 2014 and also has a history with M HOLDINGS SECURITIES, Inc. Outside of his advisory role, Fischer serves on the Tudor House Advisory Council, contributing to promotion, ticket sales, donations, and maintenance activities. Enza Financial serves individual and high-net-worth clients as well as businesses, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm tailors investment advice to client objectives using a variety of strategies and offers distinctive services such as retirement plan participant education and group seminars.
Joseph C
ChFC®, Series 63
Independence, OH
Enza Financial, LLC
Joseph Crea is a financial advisor with Enza Financial, LLC, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has worked with Enza Financial since 2014 and previously held positions at M. Holdings Securities, Inc. and Benefits Resource Group. Outside of his advisory role, he serves as a trustee for Ohio Boys Town and is a shareholder in Unsung Brewing Company, LLC. He is also the founder of the Enza Foundation, which donates to selected charities. Enza Financial serves individual and high-net-worth clients as well as businesses, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm customizes investment strategies based on client objectives and offers retirement plan participant education and group enrollment seminars, coordinating with third-party managers and leveraging affiliations with M Financial Group and related insurance entities.
Drew G
ChFC®, Series 63
Independence, OH
Enza Financial, LLC
Drew Gill is a Chartered Financial Consultant (ChFC®) with seven years of industry experience. He is currently an advisor at Enza Financial, LLC and has previously worked with firms including Golden Reserve Retirement, Investment Distributors, Inc., and Concourse Financial Group Securities Inc. Drew’s background also includes varied roles outside the financial sector, such as positions in retail and dining. Enza Financial serves individual clients, businesses, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm utilizes multiple analytical methods and offers both discretionary and non-discretionary advice, along with participant-level retirement plan services and access to a wide range of investment vehicles.
Linda C
ChFC®, Series 63
Independence, OH
Enza Financial, LLC
Linda Cahill is a financial advisor at Enza Financial, LLC with over 32 years of industry experience. She holds the ChFC® and Series 63 designations. Her career includes roles at M Holdings Securities, Inc. and The Benefits Group. Outside of advisory work, she is the business owner of Workchat, a communications service for 401(k) plan participants, and the founder of the Enza Foundation, which makes donations to charities of choice. Enza Financial serves individual and high-net-worth clients as well as businesses, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm customizes investment strategies to client objectives and offers participant education and group seminars, with access to resources through affiliations with M Financial Group.
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