OH · Akron

Fiduciary advisors in Akron, OH

6 advisors with offices in Akron. Credentials, fee structures, and minimums are disclosed on each listing.

6 listed
6 results in Akron

W3 Financial Group, LLC

5.0(8)

Akron, Ohio

W3 Financial Group is an accounting and wealth management firm based in Akron, Ohio, with a team of CPAs and business valuation analysts offering financial planning, investment management, and business accounting services. The firm serves business owners and individuals with services including retirement planning, succession planning, estate planning, corporate retirement plan design, and tax advisory. With over 30 years of experience, the firm employs a strategic, discovery-based planning process that begins with understanding the client's current situation and future objectives. W3 maintains multiple office locations and serves clients across the United States.

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Financial advisors in Akron, Ohio

Advisors serving Akron specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Ohio's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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