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Find The Best Financial Advisors in Westlake, Ohio

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Westlake is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Westlake & pick the one as per your needs

How To Find The Best Financial Advisors in Westlake, Ohio
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Westlake, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Westlake, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Westlake, Ohio have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Westlake, Ohio

James Elios

Elios Financial Group, Inc.

440-617-9100

Address

30700 Center Ridge Road,
Westlake, OH 44145 See Details

Jeremy DiTullio

Cleveland Financial Group

440-617-6676

Address

2001 Crocker Rd. Suite 400,
Westlake, OH 44145 See Details

Jonathan Kesselman

Kesselman Wealth Management

440-709-3315

Address

159 Crocker Park Blvd Suite 400,
Westlake, OH 44145 See Details

Roger Baranovic

Edelman Financial Engines, LLC

440-919-2000

Address

3201 Enterprise Parkway,
Suite 450,
Warrensville Hts, OH 44122 See Details

Edelman Financial Engines, LLC

330-726-3100

Address

945 Windham Court,
Suite 2,
Boardman, OH 44512 See Details

Top Financial Advisor Firms in Westlake, Ohio (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PROSPERITY CAPITAL ADVISORS 30400 Detroit Road, Suite 201 Westlake, OH, 44145	156480	$1,712,428,969	7565	A Percentage of AUM, Hourly charges, Fixed Fees
VALOR CAPITAL MANAGEMENT, LLC 30400 Detroit Road,, Suite 201 Westlake, OH, 44145	291213	$892,788,709	14	A Percentage of AUM
CORNERSTONE WEALTH MANAGEMENT 27366 Center Ridge Road, Westlake, OH, 44145	106950	$329,921,552	829	A Percentage of AUM, Hourly charges, Fixed Fees
LESJAK PLANNING, LLC 1991 Crocker Rd, Suite 575 Westlake, OH, 44145	110090	$313,700,000	385	A Percentage of AUM, Hourly charges, Fixed Fees
PARADIGM WEALTH MANAGEMENT, LLC 159 Crocker Park Blvd, Suite 100 Westlake, OH, 44145-8147	148662	$261,100,000	553	A Percentage of AUM, Hourly charges, Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS))
JPS FINANCIAL, LLC 2001 Crocker Road, Suite 530 Westlake, OH, 44145	169208	$232,639,632	702	A Percentage of AUM, Hourly charges, Fixed Fees
ELIOS FINANCIAL GROUP, INC. 30700 Center Ridge Road, Suite A Westlake, OH, 44145	119873	$208,684,000	822	A Percentage of AUM, Hourly charges, Subscription Fees, Commission Based
MICHAEL BRADY & CO., LLC 28871 Center Ridge Road, Suite 102 Westlake, OH, 44145	130093	$138,868,928	584	A Percentage of AUM, Fixed Fees
KINETIC WEALTH INVESTMENT ADVISORS, LLC 28045 Clemens Rd, Suite D, Westlake, OH, 44145	311536	$122,161,119	363	A Percentage of AUM, Hourly charges, Fixed Fees
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. 159 Crocker Park Blvd., Suite 350 Westlake, OH, 44145	282906	$87,318,361	8	A Percentage of AUM, Hourly charges, Fixed Fees
BALANCED WEALTH GROUP LLC 1991 Crocker Road, Suite 300 Westlake, OH, 44145	328007	$0	0	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around Westlake, Ohio to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Westlake, Ohio

How To Find The Best Financial Advisors in Westlake, OhioLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Westlake, Ohio

James Elios

Elios Financial Group, Inc.

Address

Jeremy DiTullio

Cleveland Financial Group

Address

Jonathan Kesselman

Kesselman Wealth Management

Address

Roger Baranovic

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in Westlake, Ohio (Ranked by AUM)

Select other cities around Westlake, Ohio to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Westlake, Ohio
Last Updated - 13-Jun-2023

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