Connect with Top-Rated Financial Planners in Cleveland!

Koler Financial Group is a family-owned and operated financial services firm, dedicated to providing high-quality financial products and services to individuals and families, focusing on retirement planning, insurance, estate planning, investment management, and tax planning, with a commitment to trust, integrity, and family values.

Legacy Financial Advisors LLC is a fee-only financial planning and investment advisory firm that provides customized, conflict-free financial advice to help clients achieve their goals. With over three decades of experience, the company focuses on helping clients make informed financial decisions and navigate the complexities of financial planning. The firm offers a range of services, including retirement planning, portfolio construction, and income stream creation, among others.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures. Our team of advisors creates integrated, prudent, and custom strategies that bring clarity to you or your organization's financial future. We cater to private wealth management, institutional investment consulting, investment research, and more.

Integrated Retirement Plan Solutions, LLC is a leading provider of qualified retirement plans for closely-held businesses. We specialize in designing, implementing, and maintaining individualized retirement plans that cater to the unique needs and goals of our clients. Our team of experienced attorneys, actuaries, consultants, and professionals offer comprehensive consultation and actuarial services to ensure the maximum efficiency and effectiveness of our clients' retirement plans. Our commitment is to provide the financial well-being of our client owners and their employees through advanced design and administration of individually-designed, qualified retirement plans.

Fairpoint Wealth Management is a fee-only financial advisory firm dedicated to helping high-income professionals and affluent families maximize their wealth and achieve early retirement. Our team of experts provides personalized investment guidance, portfolio design, and retirement income strategies tailored to each client's unique goals. With our expertise, you can confidence that you're making informed decisions about your financial future.

Skylight Financial Group is a comprehensive financial planning firm that offers personalized solutions tailored to individual and business needs. With a team of over 200 financial professionals, we provide a wide range of services, including investment planning, retirement planning, business planning, and more. Our goal is to empower our clients to navigate the path to financial freedom.

At Creekside Financial Advisors, our business is built on a foundation of thoughtful client relationships. We are committed to developing comprehensive, customized financial plans to help our clients pursue their lifelong financial goals. Our goal is to enable our clients to relax, enjoy their lives, and feel more confident about their future. Learn more about our approach to financial planning and the services we offer.

We are a financial planning and wealth management firm that provides services to help individuals and families achieve their financial goals. Our experienced team of professionals uses a comprehensive approach to financial planning, including investments, retirement planning, and estate planning. We offer personalized service and customized solutions to meet the unique needs of each client. Our goal is to help our clients feel confident and secure in their financial futures. We surround you with decades of experience, a staff of highly-skilled professionals, a trained supportive culture, and a system designed to help you get to where you want to be. Like a good coach, it's the best we can do: simply take you where you can't take yourself.

The Financial Planning Association of Northeast Ohio is a leading membership organization for CERTIFIED FINANCIAL PLANNER professionals, providing practice support, learning opportunities, advocacy, and networking events to help financial professionals achieve their goals and provide exceptional service to their clients.