The Best Financial Advisors in Cleveland

Here is our List of the 10 Cleveland Financial Advisor
Appaloosa Wealth Management

We are a fee-based investment management and comprehensive financial planning firm representing individuals, families, corporations, and foundations. Our single focus is helping our clients accomplish their unique goals.

Not only is our process client centric, but our entire organization is structured to provide the best possible experience. If you believe working with an experienced advisor that is solely focused on your specific goals and needs makes sense, contact us for a complementary discovery meeting.

While it has become cliché in our industry, we believe each client is truly unique. Most of us do have similar goals – we want to become financially independent, provide education funding to our kids or grandkids, leave a legacy to someone or some thing, and hope to not run out of money before we run out of time.

While one or more of those goals are just like anybody else, your financial situation and circumstance make planning for you a unique proposition. Having an advisor and service firm behind you helping you make the best possible decisions in every facet of your financial life is why we exist. It is our passion.

In our experience, each client has a different situation and set of goals or needs. Our process is broad based to let the client drive the determination of what services are needed. While most ever client engages us for investment management, every situation is different and may include many other appropriate services.

Services

  • Retirement income planning
  • Risk assessment and management
  • Cash flow forecasting
  • Tax planning
  • Estate planning (basic and/or advanced tool usage)
  • General financial planning
5005 Rockside Rd Suite 600 Cleveland OH 44131
Beacon Financial Advisory, LLC

A financial firm in Cleveland dedicated to helping you build, protect and preserve your wealth through comprehensive financial planning and investment management. Financial Planning and Investment Management for individuals and families.

Our advisors partner with people to help them plan out their finances, manage their investment accounts, and make smart financial decisions.

Beacon advisors provide holistic financial advice that may involve the following topics: investments, budgeting, retirement planning, insurance planning, estate planning, college savings, charitable giving, and tax-efficient investing.

Whether you’re a professional looking to have your investments managed, a pre-retiree trying to understand what retirement looks like, or a seasoned retirement vet, we’ve got a great group of professionals who are excited to help you connect the dots in your financial life.

Learn
We’ll work closely with you to understand your goals, values, current financial status, income needs and the future you imagine for yourself.

Plan
We’ll develop a plan that will be reviewed with you, outlining recommended solutions and strategies to consider.

Implement
We’ll help you execute your plan, selecting the tools and resources necessary to implement your strategy.

Services

  • Planning Services
    Investments, Retirement, Business, Estate, Charitable, Insurance
  • Investments
    ETFs, Mutual Fund Strategies, Private Money Managers, Stocks, Bonds, Options, Managed Futures
  • Insurance
    Life, Disability, Long-Term Care
25825 Science Park Drive, #110 Cleveland, OH 44122
Boyd Watterson Asset Management, LLC

Our objective is to strive to effectively and efficiently provide access and availability to Boyd Watterson’s investment capabilities to the full satisfaction of our customers by providing innovative investment solutions with risk-adjusted returns, all while delivering outstanding client service.

Our fixed income capabilities span the maturity and quality spectrums, with products available from short‐term to core plus and high quality to high yield. We offer separately managed accounts, tailored solutions, sub-advisory services, and mutual fund advisory services.

We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, health care organizations, public entities, corporations, faith-based organizations, insurance companies, and advisory clients.

A Team of Experienced, Dedicated People

  • 99 dedicated investment professionals averaging 17 years of experience
  • Average tenure with the firm is 7 years
  • 10 CFA charterholders and 40 Master’s Degrees

A Commitment to Exceptional Client Service

  • Direct access to portfolio managers
  • Tailored portfolio solutions available
  • Frequent communication and comprehensive reports
  • Long-tenured personnel with deep familiarity of client needs

A Dynamic Culture

  • Collegial environment encourages idea exchange
  • Environment of respect and trust fosters open dialogue
  • Culture + ownership promotes accountability and high employee retention

 

1301 East 9th Street, Suite 2900, Cleveland, Ohio 44114
Clearstead

Clearstead is an institutional and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.

Clearstead has a central in-house research function that serves both our institutional and private clients. Our research analysts conduct fundamental and quantitative research to deliver our best thinking on capital market expectations, asset allocation, and investment manager selection to our clients.

Our firm is majority-owned by its employees, who tackle complex investment, financial, tax, and governance needs for our institutional and private clients. We are distinguished by our integrated investment approach, supported by dedicated research analysts who work with our investment, financial planning, and tax teams to enhance the performance of client portfolios.

Services

  • PRIVATE WEALTH MANAGEMENT
    We focus on multi-generational services that integrates clients’ financial and estate planning, tax, and investments under one roof.
  • INSTITUTIONAL INVESTMENT CONSULTING
    We integrate investment advice and fiduciary oversight with an organization’s financial priorities.
  • OCIO / DISCRETIONARY
    Our Clearstead PRISM OCIO® service is a powerful extension to institutions. Clearstead’s investment research best ideas are filtered through the prism of client priorities, risk tolerance, and goals to deliver custom solutions.
  • 401K AND RETIREMENT
    We help plan sponsors meet their fiduciary responsibilities by developing and implementing effective investment programs, advising on best governance practices, and providing clear and effective reporting.
1100 SUPERIOR AVENUE EAST SUITE 700 | CLEVELAND, OHIO 44114
Cleveland Wealth, LLC

Cleveland Wealth is committed to understanding our clients needs, both current and future. We can assist you in building a comprehensive financial plan that addresses your financial concerns, goals and objectives by assessing the six key areas of your finances – financial position, adequate protection, investments, tax planning, retirement planning and estate planning.

By evaluating and addressing all areas collectively, Cleveland Wealth is best equipped to provide recommendations that are truly in your best interest. No matter where you are in life, we can work with you to develop a comprehensive plan with the goal of leading you to a fruitful financial future.

Cleveland Wealth’s approach to wealth management is designed to make investing simple again, with complete transparency. We take a holistic assessment of your assets and goals to provide optimal investment advice and solutions. Through our knowledge, collective resources, and decades of experience, we will develop a portfolio tailored to your specific investment needs.

As an independent firm, Cleveland Wealth does not offer proprietary or in-house investments as many other financial firms do today. Our advice is not just suitable for you, but truly objective and in your best interest.

Services

  • Financial Planning
  • Wealth Management
600 Superior Avenue East, Ste 2550, Cleveland, OH 44114
CONFIANCE LLC

CONFIANCE means trust and our philosophy centers on the belief that trust is the basis of any true relationship. While financial markets go up and down, and life provides each of us many detours along the way, integrity and trust of your financial advisor should never be a question.

CONFIANCE, LLC is a boutique advisory firm that offers financial planning and wealth management services to individuals across the country. Small by design, but capable with technology – CONFIANCE serves clients virtually anywhere in the world.

Financial advice should not be a luxury for only a select few – it should be for anyone and everyone who wants it. Having a financial planner is no longer about having someone who helps you just process transactions – it’s about having a partner that helps you realize your dreams.

At CONFIANCE we believe in what we call Life-Driven Wealth Management. Our wealth management services are “planning inclusive”. YourLife™Planning is an integral part of our philosophy and is an essential aspect to your asset allocation model.

Services

  • Financial Planning
    At CONFIANCE, we’re life-stage and situation aware. Sometimes decisions are based on wealth creation and wealth creation potential. In other situations, decisions are principally about wealth management of assets already amassed. It depends.
  • Wealth Management
    Wealth Management of the past was principally about financial “instruments”, products and the associated returns. At CONFIANCE, before we offer advice, we consider your overall relationship with money, your emotional state, the situation at hand, and your desired outcomes.
600 Superior Avenue East, Suite 1300 Cleveland, Ohio 44114
Covenant Financial Advisors

People are often confused and overwhelmed by the many puzzle pieces of their financial life. Covenant Financial Advisors serves our clients by guiding them through a time-tested process that brings these pieces together. Our clients find they are more confident they will achieve the goals that are important to them and those they love.

We don’t work with money, we work with people. Relationships are important to us and Covenant Financial Advisors serves our clients like family. Our priority is to serve with excellence and harmonize the personal faith values of our clients with their investment goals.

We understand many people strain with structuring their financial lives, and we know how that can make you feel. We have guided hundreds of clients just like you over the past 30 years. Our team collaborates with other professionals, including your accountant and attorney, to work together to help you bring your goals into focus.

Services

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Investment Management
  • Financial Estate Planning
  • Retirement Planning
  • Risk Management
  • Ethical Investment Options
  • Charitable Giving
  • Educational Financial Workshops
Crown Centre – Suite 600 5005 Rockside Rd. Cleveland, OH 44131
Davenport Wealth Management

At Davenport Wealth Management, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework that allows you to pursue financial security during the next phase of your financial life.

We are specialists in providing individuals, families, and businesses with a structured and customized financial plan. Our years of expertise—combined with a highly personalized level of service—allow us to design unique strategies that help to provide you with:

  • A sustainable lifestyle during retirement
  • Enough income to enjoy travel and other desired recreational pursuits
  • Income to help pay for unforeseeable and unplanned life events

Services

  • Risk Management
    Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health.
  • Estate Planning
    Estate planning creates a master plan for the management of your property during life and the distribution of that property at death.
  • Taxation
    Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability.
  • Retirement Planning
    Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle.
  • Business Planning
    Business planning focuses on issues specific to business owners and shareholders.
50 Public Square, Suite 2626, Cleveland, OH 44113
Fairpoint Wealth Management

As an independent advisor, I work exclusively for my clients so there’s no conflict of interest. I will never sell you financial products such as insurance, annuities, or expensive mutual funds.

Instead, you’ll partner with a dedicated financial advisor and receive expert advice and investment guidance, tailored specifically to your goals. Today’s professionals are inundated with sales pitches and fake news from conflicted advisors, insurance salespeople, and stock brokers.

Wealth Management is an ongoing process that needs to be continuously monitored and adjusted throughout your career. Together we’ll focus on your entire financial picture including investments, retirement, cash flows, education, insurance, taxes and estate planning.

Services

  • Actionable Financial Planning
    We use an ongoing, interactive financial planning process that starts with listening to you. Together we’ll work to develop an actionable financial plan that will help you maximize your finances so that you can achieve an early retirement.
  • Expert Investment Guidance
    Investing is an important part of any long-term financial plan. Our focus is not on timing the movements of the market, but rather crafting long-term plans to meet your goals. We rely on a due diligence process to regularly monitor investments and make changes when necessary.

 

Cleveland, OH 44135
Gries Financial LLC

Gries Financial Partners (GFP) provides the highest level of conflict-free investment and wealth management counsel to a high net worth and institutional audience. Gries Financial Partners (GFP) provides the highest level of conflict-free investment and wealth management counsel to a high net worth and institutional audience.

As an independent, fee-only Registered Investment Advisor, Gries Financial Partners has been managing client assets globally with integrity, objectivity and service intensity since 1978. Disciplined and sophisticated in its process, Gries Financial Partners stands apart from its peers.

Since 1978, Gries Financial has been working with our clients to help them attain their financial objectives. The firm was founded by Sally Gries on the premise that individuals could best improve their financial standing through a combination of wealth management and investment management disciplines.

Gries Financial Partners, a fee-only, Registered Investment Advisor (RIA), develops a tailored investment strategy for each client designed specifically to address the client directed trade-off between risk and return. The objective is optimal portfolio performance and stability through an appropriate mix of asset classes and investment strategies.

Services

  • Estate planning
  • Income tax planning and preparation
  • Insurance planning & placement
  • Cash flow statement
  • Capital accumulation projections
  • Asset allocation planning
  • Risk profile guidance
  • Employee benefits review & elections
  • Retirement planning
  • College saving
1801 E 9th St. Suite 1600 Cleveland, OH 44114

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria