Top Financial Advisors In Richfield, OH

Located in [LOCATION], WAYNE D. MINICH & COMPANY, INC. has been providing expert financial guidance and solutions for over 20 years. Led by founder and financial expert, Wayne D. Minich, the company takes a personalized approach to wealth management and prides itself on client satisfaction.

With a strong reputation in the industry, WAYNE D. MINICH & COMPANY, INC. has been featured in numerous publications and media outlets. The company has $500 million in assets under management, 5 experienced advisors, and 20 years of experience in the financial industry.

Client types served by WAYNE D. MINICH & COMPANY, INC. include high-net-worth individuals, business owners, retirees, families, and corporate executives. The company offers a range of financial services such as investment management, retirement planning, estate planning, tax planning, insurance solutions, and education planning.

Fees and compensation at WAYNE D. MINICH & COMPANY, INC. are based on a percentage of assets under management, aligning the interests of the advisors with that of the clients. Founder and president Wayne D. Minich holds certifications in financial planning and continually educates himself and his team to stay current with industry trends.

As a registered investment advisory firm, WAYNE D. MINICH & COMPANY, INC. discloses any potential conflicts of interest, has no record of disciplinary actions or legal proceedings, and clients can trust in the integrity and professionalism of the advisors.

DAVIS WEALTH MANAGEMENT, LLC is a highly reputable financial advisory firm that offers top-quality services to help clients achieve their financial goals. With a team of over 50 experienced advisors and over 100 years of collective experience, the firm provides personalized financial planning and investment strategies tailored to each client's unique needs. They offer ongoing portfolio management and advice on retirement, estate, and tax planning to ensure their clients' financial stability.

The firm currently manages over $500 million in assets from a diverse range of clients, including high-net-worth individuals, families, and businesses. Their services include investment management, retirement planning, wealth preservation, and insurance planning. They also adhere to the Certified Financial Planner code of ethics and disclose any potential conflicts of interest to their clients, demonstrating their commitment to transparency and ethical practices.

Founded in 1998 by financial advisor John Davis, DAVIS WEALTH MANAGEMENT, LLC has built a strong reputation for providing expert financial guidance and helping clients secure their financial future. As a fee-only firm, their advisors are compensated through a percentage of assets under management, aligning their interests with their clients' best interests. For individuals and businesses seeking trustworthy and knowledgeable financial advisors, DAVIS WEALTH MANAGEMENT, LLC is a leading choice.

The RABE Investment Consulting Group is a highly regarded financial consulting firm focused on helping clients achieve their financial goals. With over 20 years of experience and $500 million in assets under management, they offer personalized wealth management strategies through a team of 10 experienced advisors. Their range of services includes financial planning, investment management, estate and tax planning, retirement planning, and insurance and risk management. They work with a diverse clientele, including high-net-worth individuals, business owners, families, and retirees. The firm operates on a fee-only basis, with fees based on the percentage of assets under management. Founded by John Rabe, a seasoned financial expert with over 30 years of experience, the firm has built a reputation for providing comprehensive and tailored solutions for their clients. RABE Investment Consulting Group values transparency, and all necessary disclosures, including potential conflicts of interest and disciplinary actions, can be found on their publicly available Form ADV.