Fiduciary advisors in Mentor, OH

Mentor, Ohio

Insurance-Based

Jason Stockmaster is a financial services professional with New York Life based in Mentor, Ohio, offering financial planning and insurance analysis services. His practice focuses on insurance planning and works to help clients identify their priorities and develop coordinated plans to address them.

Mentor, Ohio

Fee-Based

Lakehouse Family Wealth, founded by Benjamin Simerly (CFP), provides financial planning, investment management, and retirement planning services on a fee-based model while acting as a fiduciary. The firm works with pre-retirees, young families, and retirees, addressing topics including tax planning, income strategy, Social Security timing, and wealth management. Benjamin Simerly and his team serve clients nationwide via virtual meetings and locally in northeast Ohio.

Mentor, Ohio

Morgan Financial Solutions, based in Mentor, Ohio, is led by Wesley W. Morgan, a finance graduate from Bowling Green State University who works with local families and businesses. The firm provides financial planning services with a focus on retirement planning and investment management, offering personalized strategies for goals including family protection, retirement savings, college planning, and elder care. Morgan Financial Solutions operates as part of Eagle Strategies, a registered investment adviser and subsidiary of New York Life Insurance Company.