Financial Advisors in Chagrin Falls, Ohio (Geauga County)

Kenneth Robinson, CFP, JD
Serving Independent professional women Public sector professionals (OPERS, STRS Ohio, SERS, FERS) Medical professionals College professors
We are a holistic financial advisory firm. We believe the best financial well-being stems from understanding how all the inter-related parts of your financial life fit together. Practical Financial Planning is your resource for comprehensive financial planning, providing independent guidance without financial product sales. We are relentlessly driven to answer one essential question: what is in the best interest of the client?
Our ambition is to be your trusted partner in creating financial confidence. Because the moment you stop worrying about money, life gets better.™... See More

The financial management process at Securus Financial Strategies begins with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run. We work with you side by side so that you`re confident in and comfortable with the financial suggestions we make.

We take a team approach to financial plannning and will work with your accountant or attorney to ensure that your financial plan is implemented in a coordinated manner.

Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC. Advisory Services offered through American Portfolios Advisors, Inc a SEC Registered Investment Advisor.

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Bryan Glancy, CFP

Andrew Tisler, CFP
Epic Financial, LLC provides clients with comprehensive financial planning and investment management services. Epic Financial is a passion driven, fee-only firm focused on helping the medical community, young professionals, families and those nearing retirement plan and work toward their unique vision of a great life. To schedule a meeting or contact us directly visit Epic Financial's contact page. Don't worry we won't be annoying or spam you!... See More

Anthony Kure, CFP, MBA
Johnson Investment Counsel is a fee-only, comprehensive financial planning firm that specializes in retirement planning for recent retirees and busy professionals who are planning to retire within the next 15 years. We provide tax efficient investment strategies, detailed cash flow modeling, tax planning, portfolio risk analysis, Roth conversions and "bond ladder" strategies. Our mission is to provide our clients with the most tax efficient methods to meet their cash flow needs in retirement. ... See More

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

Scott Haley, CDFA, CFP, EA
Prelude Financial is a financial planning and investment management firm with a strong belief that with the right guidance and planning, you can live your best financial future. Whether you are looking to save for your retirement, help your kids with education or looking to maximize your retirement planning. You set your goals and bring them to us, and we will work with you to take control of your finances to live the life you envision.
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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

Jason Burkholder, CFA, CFP
New Legacy Financial Group's mission is toprovide comprehensive financial planning with institutional quality service, in order to help clients realize financial independence.