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Find Best Financial Advisors in Westlake, Ohio

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 Best Financial Advisors & Planners in Westlake?

Looking for a qualified financial advisor in Westlake? We can help you by narrowing down your options & listing the best financial advisors in Westlake as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Westlake near you with the list of certified and vetted Westlake financial advisors.

List of Qualified Financial Advisors in Westlake, Ohio

advisor-photo

James Elios

Elios Financial Group, Inc.

30700 Center Ridge Road

Westlake, OH 44145

440-617-9100

advisor-photo

Johnathan W. Roberts

Auxin Group

2923 Smith Rd, Suite 202

Akron, OH 44333

330-237-4065

Top Financial Advisor Firms in 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 $1,770,873,369 6429 A percentage of AUM
Hourly charges
Fixed fees
VALOR CAPITAL MANAGEMENT, LLC
30400 Detroit Road,, Suite 201 Westlake, OH 44145
291213 $842,597,107 14 A percentage of AUM
SCOTT SNOW (FINANCIAL ADVISORS) LLC
1991 Crocker Road, Suite 210, Westlake, OH 44145
121222 $620,753,077 553 A percentage of AUM
Hourly charges
Fixed fees
CORNERSTONE WEALTH MANAGEMENT
27366 Center Ridge Road, Westlake, OH 44145
106950 $352,887,541 797 A percentage of AUM
Hourly charges
Fixed fees
LESJAK PLANNING, LLC
1991 Crocker Rd, Suite 575 Westlake, OH 44145
110090 $337,500,000 373 A percentage of AUM
Hourly charges
Fixed fees
PARADIGM WEALTH MANAGEMENT, LLC
159 Crocker Park Blvd, Suite 100 Westlake, OH 44145-8147
148662 $287,480,000 537 A percentage of AUM
Hourly charges
Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS))
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
159 Crocker Park Blvd., Suite 350 Westlake, OH 44145
282906 $264,668,050 14 A percentage of AUM
Hourly charges
Fixed fees
JPS FINANCIAL, LLC
2001 Crocker Road, Suite 530 Westlake, OH 44145
169208 $236,794,453 661 A percentage of AUM
Hourly charges
Fixed fees
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road, Suite A Westlake, OH 44145
119873 $210,000,000 802 A percentage of AUM
Hourly charges
Subscription fees
Commision Based
MICHAEL BRADY & CO., LLC
28871 Center Ridge Road, Suite 102 Westlake, OH 44145
130093 $160,406,998 580 A percentage of AUM
Fixed fees

Additional Financial Advisors in Ohio

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Beverly Stiegele
Inquire with Beverly
27500 Detroit Rd, Ste 200 Westlake, OH 44145 440-527-0406
Aaron Vaughn
Inquire with Aaron
1991 Crocker Rd, Ste 300 Westlake, OH 44145 440-385-0208
Bogart, Timura, & Associates
Inquire with Bogart,
2035 Crocker Rd, Ste 201 Westlake, OH 44145 440-899-8600
Brian Mackert
Inquire with Brian
159 Crocker Park Blvd, Ste 460 Westlake, OH 44145 440-892-6738
Nate Petersen
Inquire with Nate
2035 Crocker Rd, Ste 201 Westlake, OH 44145 440-250-4120
Nick Pietrocola
Inquire with Nick
2035 Crocker Rd, Ste 201 Westlake, OH 44145 440-899-8600
Balanced Wealth Group
Inquire with Balanced
1991 Crocker Rd, Ste 300 Westlake, OH 44145 440-871-6501
Matthew Daugherty
Inquire with Matthew
1991 Crocker Rd, Ste 300 Westlake, OH 44145 440-871-6501
Morgan Stanley Financial Advisors
Inquire with Morgan
159 Crocker Park Blvd, Ste 460 Westlake, OH 44145 440-835-6750
Satish Singh
Inquire with Satish
2035 Crocker Rd, Ste 201 Westlake, OH 44145 440-899-8600

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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