Business Details
Your Trusted Financial Partner in Hudson, OH
FNA Wealth Management guides clients through their financial journeys with personalized attention and tailored solutions designed to enhance wealth and preserve legacies. Our expertise spans complex estate planning, portfolio optimization, and comprehensive financial strategies. We empower clients to thrive financially by combining decades of experience with a client-centric approach that prioritizes trust and integrity. Our team of certified professionals delivers specialized knowledge in retirement planning, tax strategies, and deferred compensation programs.We serve individuals and municipalities across Ohio, offering customized solutions that align with each client's unique goals. Our commitment to excellence is reflected in our fiduciary responsibility and registered status with industry regulatory bodies. Through monthly market analysis sessions and ongoing client education, we maintain transparency and foster long-term relationships. Our culture emphasizes teamwork and continuous learning, ensuring clients benefit from collective expertise and innovative financial strategies.
Services
Estate Planning
Financial Planning
Retirement Planning
Investment Management
Deferred Compensation
Tax Strategies
Portfolio Optimization
Wealth Preservation
Market Analysis
Client Education
Highlights and features
- We offer personalized financial strategies developed through decades of combined industry experience
- Our team includes certified professionals with specialized expertise in estate and tax planning
- We maintain fiduciary responsibility through SEC-registered advisory services
- Our client-centric approach prioritizes long-term wealth preservation over short-term gains
- We provide ongoing financial education through monthly market analysis sessions
Services
Estate Planning
Our estate planning services combine legal expertise with financial strategy to ensure seamless wealth transfer while minimizing tax liabilities. We create customized plans that protect assets and preserve family legacies through trusts, wills, and advanced directives. Our approach considers both current needs and future generations, ensuring clients' wishes are honored while maintaining compliance with evolving regulations.
Retirement Planning
We develop comprehensive retirement strategies that balance growth potential with risk management. Our plans incorporate tax-efficient withdrawal strategies, Social Security optimization, and income stream creation to ensure financial security throughout retirement years. We specialize in municipal retirement programs while serving individual clients' unique needs across different life stages.
Investment Management
Our investment management approach combines modern portfolio theory with active risk management to optimize returns while maintaining client-specific risk parameters. We offer diversified portfolios incorporating traditional and alternative investments, with regular performance reviews and strategic adjustments based on market conditions and client goals.
Deferred Compensation
We administer specialized deferred compensation programs for public sector employees through our Buckeye 457 plan. This service provides tax-advantaged retirement savings options with flexible investment choices tailored to municipal workers' unique compensation structures and retirement timelines.
Tax Strategies
Our tax planning services focus on minimizing liabilities through strategic investment positioning, tax-efficient fund placement, and coordinated estate planning. We work closely with clients' accounting professionals to implement legal tax reduction strategies that align with overall financial objectives while maintaining full compliance with current regulations.
People
Joe Randazzo
CEO and Managing Member
JD and CFP-certified financial expert with over two decades of experience in estate planning, business succession, and tax strategies. Registered fiduciary and Ohio State Bar Association member since 1999.
Bill Matejka
Financial Advisor
AAMS-certified professional with 20+ years in economics and asset management. Specializes in deferred compensation programs and municipal retirement asset management across Ohio.
Jonathan Mistofsky
Investment Specialist
Former NYC alternative investments VP with expertise in pension fund management and fixed-income assets. Key contributor to Ohio municipal retirement programs since 2014.
Beth Smith
Client Services Director
Client relations expert with over 15 years of experience ensuring personalized service delivery. Manages client communications and coordinates financial planning implementation since joining in 2010.
Jenny Haney
Client Services Director
Financial services professional with 15+ years of experience in client relationship management. Oversees service delivery and client satisfaction initiatives since becoming part of the team in 2021.
Questions
What financial services does FNA Wealth Management offer?
We provide estate planning, retirement strategies, investment management, tax planning, and deferred compensation programs tailored to individual client needs.
How does FNA approach client financial planning?
We combine personalized attention with comprehensive strategies that focus on long-term wealth preservation and legacy building through customized solutions.
What areas do you serve?
While based in Hudson, Ohio, we serve clients across Ohio and manage retirement assets for municipalities statewide.
Can I attend financial education sessions?
Yes, we offer monthly Zoom market analysis sessions led by our certified financial professionals for client education and engagement.
What makes FNA different from other advisors?
Our unique combination of legal expertise, fiduciary responsibility, and client-focused coaching approach creates personalized financial strategies that prioritize long-term success.
Videos
