Top Financial Advisors in Akron, OH

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The first firm on our list of Akron's top financial advisory firms is Sequoia Financial Group. Sequoia is the largest firm on our list by a long shot. Sequoia works with thousands of clients, the vast majority of which are non-high-net-worth individuals. Its second-biggest client type is high-net-worth individuals. When it comes to institutional clients, the firm works with a small number of charities and other businesses.

Sequoia doesn't have a minimum account size requirement, but the firm is fee-based. This is a result of the firm's affiliation with an insurance agency, which allows advisors and the firm to receive commissions from the sale of insurance to clients. Despite this potential conflict of interest, the firm is a fiduciary, and is legally obligated to act in the best interests of clients at all times.

Sequoia provides its clients with a range of investment management and financial planning services. Portfolios may be tailored, or advisors may use model portfolios.

Sequoia Financial Group investment strategy depends on the type of services you wish to receive. However, no matter the service, advisors look to tailor advice and portfolios to help clients meet their finanical goals and investment objectives. To do so, advisors may use model portfolios, which tend to be made up of combinations of mutual funds, exchange-traded funds (ETFs) and stocks.

Advisors may also create fully custom portfolios for clients. These portfolios are more individualized than model portfolios and may be populated using stocks, bonds, mutual funds, ETFs, real estate investment trusts (REITs) and some private investments. Advisors use fundamental, technical and cyclical analysis to help inform investment decisions.

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Revisor Wealth Management is a fee-based firm headquartered in Akron, Ohio.

The firm works with a broad client base that includes individuals, high-net-worth individuals and other financial professionals. Clients often include retirees, business owners and professionals with complex financial needs. Revisor generally requires a $250,000 minimum to open an investment advisory account, though this minimum may be waived at the firm’s discretion.

Revisor is led by a team of advisors that includes those with the Certified Financial Planner™ (CFP®) designation and individuals licensed to sell insurance and registered to offer commission-based securities. As a fee-based firm, certain advisors may earn additional compensation from broker-dealer or insurance product sales. However, Revisor operates as a registered investment advisor and adheres to a fiduciary duty, meaning it is legally obligated to act in clients’ best interests.

Revisor Wealth Management offers a personalized approach to asset management. Each portfolio is customized according to the client’s investment objectives, time horizon, risk tolerance and liquidity needs. The firm primarily uses mutual funds and exchange-traded funds (ETFs), blending passive and active management strategies as appropriate.

Revisor’s approach leans long-term, but portfolios may be adjusted for reasons such as market changes, rebalancing needs or cash flow requirements. Portfolios are built using fundamental analysis and reviewed continuously by the firm’s leadership team to help ensure alignment with the client's evolving financial goals.

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Kohmann Bosshard Financial Services is the next firm on our list. This firm has a $500,000 minimum account size requirement. The firm’s client base is divided nearly evenly between individuals with and without a high net worth. Charitable organizations and insurance companies are also clients of Kohmann Bosshard.

This fee-based firm employs some advisors that can sell insurance for a commission. While such arrangements are typically considered potential conflicts of interest, the firm abides by a fiduciary duty.

Most of what this firm does falls under the umbrella of either investment management or financial planning. Specific services include: estate planning, succession planning, retirement planning and analysis, college savings planning, asset allocation planning and investment objective determination.

In general, Kohmann Bosshard Financial Services adheres to a long-term time horizon with its investments. While it has no problem adjusting to clients’ needs, the firm tends to focus on passive investing to minimize trading costs and capital gains taxes.

Diversification is another important principle within the firm’s investment philosophy. As such, your advisor will look to diversify your assets across multiple asset classes and markets.

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Fee-only Jentner Wealth Management has a small team of advisors on staff. Most of the firm’s advisors hold a Certified Financial Planner™ (CFP®) designation.

Rather than impose a minimum investable asset requirement, Jentner chooses to institute a $15,000 minimum annual fee. So while the firm’s services are available to a wide range of prospective clients, the fee could be cost-prohibitive for clients with a lower net worth. For instance, if you’re only investing $100,000 with the firm, that $15,000 constitutes a 15% annual fee - well in excess of the 1%-2% fee that’s standard in the industry.

Individuals with and without a high net worth make up the vast majority of Jentner Wealth Management’s client base. The firm also maintains active accounts for pension and profit-sharing plans, businesses and charitable organizations.

Jentner Wealth Management’s premier service is wealth management, which has two distinct parts: the “ProActive Investment Management” program and comprehensive financial planning. Here’s a breakdown of what the firm can do: retirement planning, risk-appropriate investment allocations, cash flow planning, life transition planning, tax planning, estate planning, and insurance and risk management. 

Jentner Wealth Management takes a safe approach to investing that looks to achieve success over the long-term. In this case, the firm is referring to time horizons that are at least several years away. The firm does recognize, though, that should market conditions shift, it may need to sell securities earlier than expected.

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Next on our list of top Akron financial advisors is Symphony Financial Services, a fee-based firm. For the most part, Symphony works with high-net-worth and non-high-net-worth individuals, although it also manages funds for pension and profit-sharing plans, businesses and charitable organizations. There is no stated minimum investable asset requirement to become a client of this firm.

Symphony Financial Services has a team of financial advisors with certifications such as chartered retirement planning counselor (CRPC), chartered financial analyst (CFA) and certified retirement counselor (CRC). Certain advisors at Symphony Financial Services may earn a commission for selling securities. While this presents a potential conflict of interest, the firm has a fiduciary duty to act in clients’ best interests at all times.

There are a wide range of services at Symphony, such as investment management, 401(k) management, life insurance planning, estate planning and business succession planning. 

Rather than simply looking for the best possible investment returns for your stated risk tolerance, Symphony will integrate your financial plans into your portfolio’s construction. That means you and your advisor will discuss not only your risk tolerance and income needs, but also your goals and the timelines in which you wish to achieve them.

Depending on how your “investor profile” shakes out, the firm may invest your assets in a number of different types of securities. These range from mutual funds and exchange-traded funds (ETFs) to stocks, bonds and other private and public investments.

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Wells Trecaso Financial Group is a small firm in Akron that manages more than $400 million in assets under management (AUM). The firm works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. There is no minimum account size requirement to work with the firm. 

The firm itself is a fee-based advisory firm. This means that its advisors may receive commissions for the sale of certain securities to its clients. This has the potential to create a conflict of interest, but the firm must act as a fiduciary to every client. This means putting the needs of the client above their own. 

Wells Trecaso Financial Group believes in a boutique style of attentive personal service and a family office style of comprehensive financial planning. This means that the firm's focus goes beyond just investments to all aspects of its clients' lives that are impacted by monetary decisions. They focus on tax planning, investment planning, retirement planning and estate planning. In order to fully meet those needs that their clients have, they must first fully understand the financial picture of that individual client. 

Each client gets a separate plan based on their individual needs, and the firm keeps you informed and educated about all important financial matters throughout the relationship. The firm's basic investment strategy focuses on a fixed-income strategy based on safety first and income second. 

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True Wealth Design has a small team of advisors, with several of them holding the Certified Financial Planner™ (CFP®) designation. This is a fee-based firm, and its advisors may be able to earn commissions from the sale of insurance products to the firm’s clientele. Despite this potential conflict of interest, the firm is a registered fiduciary, legally binding it to act in clients’ best interests.

True Wealth works with non-high-net-worth individuals, high-net-worth individuals and pension and profit-sharing plans. The minimum amount of assets to open an account varies by program.

Services you can get through True Wealth Design include: tax planning, retirement planning, investment planning and management, estate planning, risk management/insurance planning, cash flow and debt management, and budgeting. 

Should you become a client of True Wealth Design, the firm will create an investment portfolio plan for you based on a few factors. For example, it will take into account your risk tolerance, time horizon, goals for the future and income/liquidity needs. Based on these specific factors, your advisor will select securities and build an appropriate asset allocation.

For the most part, True Wealth tends to stick with exchange-traded funds (ETFs) and mutual funds. The firm also has a few portfolio models that it can customize based on your tax situation.

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EGI Financial is a fee-only financial advisor firm in northern Akron. When it comes to individual clients, EGI works with about five-times as many non-high-net-worth individuals as it does high-net-worth individuals. The firm also has services available for businesses, estates, trusts, retirement plans and charitable organizations.

The minimum at this firm varies by program. For example, EGI’s standard money management service comes with a $250,000 minimum, whereas retirement plan services call for a $500,000 minimum.

This firm dabbles in investment advising, financial planning, insurance services and full-service brokerage. Here’s some options the firm offers: personal financial planning, retirement planning, college savings planning, estate planning, annuities, business financial planning, institutional asset management, and discretionary money management. 

EGI Financial does its own proprietary investment analysis when choosing securities for your portfolio. In doing so, the firm will review companies’ strategies and management in order to evaluate their quality. In general, the firm usually looks to invest in securities that exhibit some form of recent growth.

There’s no shortage of investments that this firm will include in its analysis. That means your assets might be invested in domestic and international equities, bonds, money market funds, commodities, master limited partnerships (MLPs), real estate investment trusts (REITs), options, mutual funds and exchange-traded funds (ETFs).

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Presper Financial Architects ranks next on our list of top advisors in Akron. The majority of Presper’s client base consists of individuals below the high-net-worth threshold. It also works with families, high-net-worth individuals, trusts, foundations and charitable organizations. The minimum you’ll need to become a client here is $25,000.

As a fee-based firm, Presper has advisors that can make commissions off the sale of insurance products to clients. Despite this potential conflict of interest, the firm abides by fiduciary duty.

Presper Financial Architects advisors include a chartered life underwriter (CLU), chartered financial consultant (ChFC) and a financial paraplanner qualified professional.

Financial planning and asset management are the two main services that this firm offers. These involve retirement planning, cash flow management, goal-based financial planning, risk-adjusted portfolio management and more.

Before your money is even invested, Presper Financial Architects will go over your risk tolerance, time horizon, liquidity needs and investment goals with you. Based on this information, a specific asset allocation plan will be put into place.

As your portfolio ages and returns begin rolling in, these allocation percentages may shift a bit. Should this happen, the firm will rebalance your portfolio as necessary. The only other reason your asset allocation could change is if your investor characteristics (for instance, your risk tolerance) change.

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Warther Private Wealth offers investment advisory services to individuals, high net worth individuals and other professionals in Ohio and other states. The firm also offers pension consulting services. 

There is typically a $250,000 minimum account requirement to work with the firm, but it could be waived at the discretion of the firm's advisor. They offer financial planning, portfolio management, estate planning and retirement planning services.  

Warther Private Wealth is a fee-based firm, meaning its advisors can earn commissions for the sale of certain securities to its clients. This can create a potential conflict of interest. However, the firm is bound by a fiduciary duty meaning that its advisors must put the needs of the clients first.

The firm provides customized investment advisory solutions for every single client. This is achieved through continuous personal client contact and interaction while providing discretionary investment management and consulting services. The investment goals of each client are understood before an initial or ongoing plan is made. The portfolios of clients are typically built with equities, bonds and low-cost ETFs.