2 advisors with offices in Middleburg Heights. Credentials, fee structures, and minimums are disclosed on each listing.
Middleburg Heights, Ohio
Creative Planning is an investment advisory firm in Middleburg Heights, Ohio. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsMiddleburg Heights, Ohio
Fidato Wealth is a financial planning and wealth management firm based in Middleburg Heights, Ohio, founded by Tony D'Amico (CEPA®, CFP®) and Amy D'Amico (CEPA®). The firm's team includes multiple CFP®-credentialed advisors and specialists who work with families, highly compensated professionals, and business owners. The company emphasizes a comprehensive planning approach and serves clients seeking wealth strategy and legacy planning.
View detailsAdvisors serving Middleburg Heights 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.