Financial Advisors in Ohio

Scott Snow, CFP, CIMA, CPA
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Scott Snow (financial advisors) LLC is a fee-only firm. Our firm does not receive commissions, bonuses or incentives from other institutions for referring their services. We are a fiduciary agent for our clients. Our broad experience in the field provides us the knowledge, skills and confidence to integrate a client's entire financial situation from investments to tax issues. The result is an integrated approach to reaching financial goals sooner and with less stress.... See More

David Zolt, CFP, EA
Westlake Advisors is an independent, fee-only financial advisory firm. We provide comprehensive financial planning services including sound advice on the topics of investments, retirement and estate planning, insurance, and general financial matters. Since taxes have a major impact on all of us, we place a special emphasis on tax planning and include tax preparation. As your trusted advisor, our mission is to help you make smart choices about your money so you can have the kind of life you want to live. As a NAPFA fee-only planner, we sell only our services, and receive no commissions from the purchase/sale of products.
We have no minimum asset requirement and offer a free initial consultation. Our fee is based on the amount of work you require, rather than the amount of assets you invest.... See More

We are a fee-only comprehensive financial planning firm focused on serving couples and individuals between the ages of 30-50.

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I have over 20 years of practical financial services' experience as a CPA, Investment Advisor and Certified Financial Planner. Together with my team, we act as a personal CFO and help affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.

Cornerstone was founded in 1984 and now serves over 300 families and 65 retirement plans who have entrusted over $500 million in assets under advisement. We use a consultative process to gain a detailed understanding of clients' deepest values and goals. We then employ customized recommendations designed to address each client's unique needs and goals beyond simply investments.

I have also refined an expertise in helping companies identify where gaps in their investment fiduciary responsibility may exist and how to prioritize and implement a set of prudent best practices to eliminate the gaps. This is reflected by my Accredited Investment Fiduciary Analyst(R) designation and my role as an adjunct faculty member with fi360 in Pittsburgh. Our Fiduciary Services team acts as the business CFO to a retirement plan and helps monitor the activities of the other service providers.

Cornerstone obtained its CEFEX Certification in 2010. Annually, CEFEX has an independent fiduciary analyst review our investment process and practices against best practices to ensure that we implement and monitor a legally sound, prudent investment process for our clients.... See More

Independent "fee-only" trust department and advisor. Additional education includes being a Certified Public Accountant, Certified Financial Planner(r), Accredited Investment Fiduciary Analyst(r) and Certifed Mutual Fund Specialist. Have been selected to the "Guide to America's Best Financial Planners" by the Consumers' Research Council of America, an independent research company based in Washington, DC for numerous years - listed under PA. Over twenty years in public accounting and bank experience. He offers expertise in pension plan administration and design, investment portfolio management, tax preparation and planning, estate and insurance planning.... See More

Providing Comprehensive Financial Planning by addressing the following areas: Investments, Cash Flow Planning,
Minimizing Taxes and Estate Planning

Lori Embrey, CFP, MS

Sana Haque, CFP, MBA
Please visit our website www.gianolafinancial.com.

Robert Carroll, CDFA, CFP, CPA
Carnegie Investment Counsel helps its clients understand and take action on the most important financial issues affecting their lives. Whether you are in the accumulation phase, sending kids off to college or in full retirement, we can help you develop and implement your financial plan. Each person and situation is unique. As a result, plans and strategies are tailored to individual needs. With respect to our responsibilities to the client, the firm supports the principles and fiduciary standards of fee-only financial planning. 100% of our compensation is recieved directly from the clients. A variety of service options are available including full asset management, consultive engagements, or specific scope planning projects. There is no cost or obligation for an initial consultation. ... See More

Joseph Baumann, BA, CFP
Full retainer clients can expect sound, comprehensive, holistic advice across the spectrum of financial planning with delivery of recommendations tailored to meet each client's unique circumstances. With clients from various stages of the life cycle/financial cycle, I am well-qualified to provide excellent counsel to new parents, as well as those facing job displacement, rapid financial accumulation, financing higher education for children, self-employment, retirement, estate planning and distribution of assets. We also provide notary services on site for our clients' convenience. ... See More

Elizabeth Caldwell, CFP