OH · Cleveland

Fiduciary advisors in Cleveland, OH

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

3 listed
3 results in Cleveland

Firefly Wealth Management, LLC.

★5.0(1)

Cleveland, Ohio

Investment Management Wealth Management

Firefly Wealth Management is a fee-only fiduciary firm in Cleveland, Ohio founded by Joshua F. Levine, CFP, serving attorneys and lawyers. The firm provides financial planning, investment management, estate planning coordination, and HR benefits advisory tailored to legal professionals navigating variable compensation, retirement benefits, and complex financial situations. It charges either a percentage of assets under management or flat fees (financial plans range from $5,000–$15,000), maintains no custody of client funds, and does not sell proprietary products.

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Financial advisors in Cleveland, Ohio

Advisors serving Cleveland 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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