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Top Financial Advisors in Akron, OH

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Finding a Top Financial Advisor Firm in Akron, Ohio

If you live in Akron, Ohio and are looking for a financial advisor that lines up with your personal needs, SmartAsset can help. We put together the list below of the top financial advisor firm options in Akron. We also examined company records and SEC filings to get details on their fee structures, expertise, investing philosophies and more. Want a more personalized recommendation for a financial advisor? You can use SmartAsset’s financial advisor matching tool to get matched with up to three local advisors who meet your specific needs.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Jentner Wealth Management Jentner Wealth Management logo Find an Advisor

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$345,305,151 $15,000 minimum annual fee
  • Financial planning services
  • Portfolio management
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Minimum Assets

$15,000 minimum annual fee

Financial Services

  • Financial planning services
  • Portfolio management
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
2 Wells Trecaso Financial Group, LLC Wells Trecaso Financial Group, LLC logo Find an Advisor

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$294,189,854 No set account minimum
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
3 Kohmann Bosshard Financial Services, LLC Kohmann Bosshard Financial Services, LLC logo Find an Advisor

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$216,289,000 No set account minimum
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
  • Consultation services

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
  • Consultation services
4 Symphony Financial Services, Inc. Symphony Financial Services, Inc. logo Find an Advisor

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$208,886,861 No set account minimum
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
5 Presper Financial Architects, LLC Presper Financial Architects, LLC logo Find an Advisor

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$164,387,966 $25,000
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Educational seminars/workshops

Minimum Assets

$25,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Educational seminars/workshops
6 EGI Financial, Inc. EGI Financial, Inc. logo Find an Advisor

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$148,699,026 Varies based on account type
  • Financial planning services
  • Portfolio management

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning services
  • Portfolio management
7 True Wealth Design, LLC True Wealth Design, LLC logo Find an Advisor

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$127,023,332 No set account minimum
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Educational seminars/workshops

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Educational seminars/workshops

How We Found the Top Financial Advisor Firms in Akron, Ohio

SmartAsset only considered firms for this list if they are located in Akron and currently registered with the U.S. Securities and Exchange Commission (SEC). SEC registration is an important factor because it ensures that a firm abides by fiduciary duty, legally binding it to act in clients’ best interests. If a firm has disclosures on its Form ADV; doesn’t offer financial planning services; or doesn’t manage individual accounts, it was removed from contention. The remaining firms that meet these qualifications are listed here, ordered from the most assets under management (AUM) to the least.

Jentner Wealth Management

Jentner Wealth Management

Fee-only Jentner Wealth Management has $345 million in client assets under management (AUM). Each of the firm’s five advisory employees holds a certified financial planner (CFP) designation. There is also one certified public accountant (CPA) in Jentner’s offices.

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 and high net worth make up 94% 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 Background

No firm on this list has been in business longer than Jentner Wealth Management, as it was founded by current firm president Bruce A. Jentner in 1984. Jentner owns the firm to this day, and has spent more than 30 years in the financial services industry.

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
  • Insurance and risk management

Jentner Wealth Management Investing Strategy

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.

Wells Trecaso Financial Group, LLC

Wells Trecaso Financial Group, LLC

Wells Trecaso Financial Group, LLC (WTFG) employs only three financial advisors to manage its nearly $300 million in client assets. The firm’s staff does not have any advisory certifications.

There is no minimum account size at WTFG. Its client base is largely comprised of individuals below the high-net-worth threshold, but also includes high-net-worth individuals, retirement plans and charitable organizations.

As a fee-based firm, some of Wells Trecaso’s advisory employees can sell insurance products and securities for a commission. Such arrangements are generally regarded as potential conflicts of interest. Because of the firm’s SEC registration, though, it’s still required to abide by fiduciary duty, legally binding it to act in your best interest.

Wells Trecaso Financial Group, LLC Background

Wells Trecaso Financial Group is owned by three of the firm’s leaders: chief investment officer (CIO) Douglas E. Wells, family wealth advisor Ralph E. Trecaso and portfolio manager Christopher C. Walters. The firm was founded in 2017.

Clients of this firm can subscribe to either stand-alone financial planning/consulting or wealth management services. If you choose the latter, you’ll receive financial planning, consulting and investment management all in one.

Wells Trecaso Financial Group, LLC Investing Strategy

This firm has created its own proprietary investment evaluator called the “Wells Trecaso Valuation Model.” WTFG uses this to aid it in locating companies in various markets that are undervalued in terms of price-to-earnings ratio (P/E) and potential earnings. Once this information-gathering process is complete, the firm “overlays its macro-economic analysis on top of the Valuation Model to select companies it feels will outperform the markets based on economic events,” according to its Form ADV.

Kohmann Bosshard Financial Services, LLC

Kohmann Bosshard Financial Services, LLC

No matter how much money you have prepared to invest, you can become a client of Kohmann Bosshard Financial Services, LLC. That’s because the firm has no minimum. As a result, the firm’s client base is divided evenly between individuals with and without a high net worth. Charitable organizations and insurance companies are also common clients of Kohmann Bosshard.

The four-person advisory team at this firm manages just over $216 million in client assets. This team includes two certified financial planners (CFPs), one chartered financial analyst (CFA) and one certified public accountant (CPA).

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 fiduciary duty.

Kohmann Bosshard Financial Services, LLC Background

Kohmann Bosshard Financial Services was founded in 2006 by former chairman Otto Bosshard. Today, the firm is principally owned by president Dean Kohmann. Prior to its current name, this firm was called Bosshard Investment Management Co., LLC.

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
  • Investment objective determination

Kohmann Bosshard Financial Services, LLC Investing Strategy

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.

Symphony Financial Services, Inc.

Symphony Financial Services, Inc.

Symphony Financial Services, Inc. has the largest advisory team of any firm on this list, with eight advisors. Among these advisors are two chartered retirement planning counselors (CRPCs), one chartered financial analyst (CFA) and one certified retirement counselor (CRC). In total, the firm manages over $208 million in assets.

For the most part, Symphony works with high-net-worth and non-high-net-worth individuals. It has a number of pension and profit-sharing plans, businesses and charitable organizations as clients too. You will not need to meet a minimum investable asset requirement to become a client of this firm.

Certain advisors at Symphony Financial Services can sell securities for a commission. The fee-based firm still abides by fiduciary duty, though, legally forcing it to act in your best interest. 

Symphony Financial Services, Inc. Background

Symphony Financial Services was established in 2001. Currently, firm president John Y. Kim owns 100% of the firm’s shares. Kim began working in the financial services industry in1995, though he served about a decade in the U.S. military during this time period.

There are a wide range of services at Symphony, such as:

  • Investment management
  • 401(k) plan management
  • Life insurance planning
  • Estate planning
  • Business succession planning

Symphony Financial Services, Inc. Investing Strategy

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.

Presper Financial Architects, LLC

Presper Financial Architects, LLC

Presper Financial Architects, LLC has seven financial advisors overseeing $164 million in assets under management (AUM). This team includes one chartered life underwriter (CLU) and one chartered financial consultant (ChFC).

More than 90% 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, charitable organizations, pension plans and businesses. 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, LLC Background

Founded in 2017, Presper Financial Architects is tied for the title of the youngest firm on our list (Wells Trecaso Financial Group, LLC was also founded that year). Tom Presper, the firm’s founder, owns Presper Financial with his wife, Sonya.

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.

Presper Financial Architects, LLC Investing Strategy

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.

EGI Financial, Inc.

EGI Financial, Inc.

EGI Financial, Inc. is a fee-only financial advisor firm in northern Akron. It has seven financial advisors in its offices and almost $150 million in assets under management (AUM). There’s just one advisory certification at the firm: a chartered retirement planning counselor (CRPC).

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 depending on which program you subscribe to. For example, EGI’s standard money management service comes with a $250,000 minimum, whereas retirement plan services call for a $500,000 minimum.

EGI Financial, Inc. Background

EGI Financial was created in 1992, and is under the principal ownership of firm president and chief compliance officer (CCO) Jeffrey C. Thomas.

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
  • Discretionary money management

EGI Financial, Inc. Investing Strategy

EGI Financial does its own proprietary investment analysis when choosing securities for your portfolio. To ensure it’s doing this well, 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).

True Wealth Design, LLC

True Wealth Design, LLC

True Wealth Design, LLC has a team of four advisors, and three of them hold a 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 firm has no minimum account size.

True Wealth Design, LLC Background

Firm president Kevin Kroskey founded True Wealth Design in 2007 after spending just five years in the financial services industry. Kroskey still owns 100% of the firm’s shares.

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
  • Budgeting

True Wealth Design, LLC Investing Strategy

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.

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research