OH · Solon

Fiduciary advisors in Solon, OH

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

2 listed Low coverage · not indexed

2 results in Solon

Allied Wealth Planners

Solon, Ohio

Allied Wealth Planners is an independent wealth management firm in Solon, Ohio, founded by Scott Zurawski (AIF®) that provides investment management and retirement planning services to small-to-midsize businesses and individuals. The firm offers a range of retirement plan options including 401(k)s, SEP IRAs, SIMPLE IRAs, and Solo 401(k)s, along with financial planning and brokerage services. As an independent advisor not bound by corporate product requirements, the firm connects clients with a network of tax, legal, and healthcare professionals to address complex financial situations. The firm works directly with business owners and individuals preparing for retirement or navigating major financial decisions.

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Marko Tax & Financial Services

★5.0(28)

Solon, Ohio

Marko Tax & Financial Services, operating in Solon, Ohio since 2000, prepares individual and business tax returns with over 25 years of combined experience, emphasizing accuracy and identification of allowable deductions for clients including small business owners, rental property investors, and S-Corp/partnership stakeholders. The firm offers audit assistance and identity theft protection through Protection Plus, coordinates insurance planning options via partnership with Skupinski Insurance Agency, and holds AFSP credentials permitting IRS representation rights for prepared returns.

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Financial advisors in Solon, Ohio

Advisors serving Solon 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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