Financial advisors in Berea, OH

23 advisors

David Flegal
Financial advisor at Flegal Financial Planning
Flegal Financial Planning · $14.3M AUM
CFP®VerifiedFinancial planning
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Adam Hignite
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Alanah Rodriguez
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Andreas Koustis
Financial advisor at Westpoint Wealth Management, LLC
Westpoint Wealth Management, LLC · $106M AUM
VerifiedFinancial planning
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Andrew Timko
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Broc Stradley
Financial advisor at Westpoint Wealth Management, LLC
Westpoint Wealth Management, LLC · $106M AUM
VerifiedFinancial planning
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Christopher Parker
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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David Gardner
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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David Herwerden
Financial advisor at Westpoint Wealth Management, LLC
Westpoint Wealth Management, LLC · $106M AUM
VerifiedFinancial planning
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Dustin Davies
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Eric Rotolo
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
Verified
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Frederick Kerestury
Financial advisor at Westpoint Wealth Management, LLC
Westpoint Wealth Management, LLC · $106M AUM
VerifiedFinancial planning
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Jonathan Wilterdink
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Joseph Beswick
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Keith Wright
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Matthew Heck
Financial advisor at Westpoint Wealth Management, LLC
Westpoint Wealth Management, LLC · $106M AUM
VerifiedFinancial planning
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Nathan Dorner
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Nicholas Brown
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Raymond Louden
Financial advisor at Westpoint Wealth Management, LLC
Westpoint Wealth Management, LLC · $106M AUM
VerifiedFinancial planning
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Robert King
Financial advisor at Virtue Capital Management, LLC
Virtue Capital Management, LLC · $1.31B AUM
VerifiedFinancial planning
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Robert Yurgalewicz
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
Verified
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Timothy Noe
Financial advisor at Westpoint Wealth Management, LLC
Westpoint Wealth Management, LLC · $106M AUM
VerifiedFinancial planning
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Timothy Regan
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Berea, OH

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Berea, OH.

How this list works

Before you hire an advisor in Berea, OH