A complete list of active advisors currently associated with Oncenter Financial Advisors LLC

Warmer can help you find a great advisor at Oncenter Financial Advisors LLC or one who fits your needs even better.

OnCenter provides investment advisory and financial planning services to individuals, trusts, estates, high-net-worth clients and retirement plans. In addition to typical individual portfolio management, the firm describes retirement plan advisory and pension consulting services for plan sponsors, including ERISA-focused investment oversight. The firm’s investment approach is long-term and fundamentally driven, generally building broadly diversified portfolios that rely primarily on index-based exchange-traded funds while retaining legacy positions when they fit tax or strategy considerations. OnCenter offers both discretionary and non-discretionary management, ongoing monitoring and periodic rebalancing, and prepares written financial plans or ad-hoc consultations as requested. Noteworthy for a small independent advisor, OnCenter actively provides retirement plan services—such as IPS design, vendor analysis, ERISA 3(21) investment oversight, performance reporting, participant education and occasional on-site meetings—which are less common among peers of this size. The brochure also highlights that the firm’s senior investment professional holds the CFA designation and a lengthy capital-markets background, which the firm links to its emphasis on low-cost, diversified solutions.

To learn more about the advisors currently working at Oncenter Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Carol Clark	Beachwood, OH	13

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