Cleveland Financial Advisors Network

Our only purpose is to help you find a local fee-only financial planner that puts your best interest first

One Step Ahead

About the network

The Cleveland Financial Advisors Network is a group of Cleveland-local financial planning experts who are passionate about helping their clients reach their goals.

Our network members own or work at an independent financial planning firm and believe helping individuals find the right advisor for their needs should be the ultimate priority. This network is dedicated to helping individuals and families in and around the greater Cleveland area find an advisor who’s an exact match for their unique goals.

We hope that, through our network, you’ll be able to find the expert who best meets your unique needs.

Our Advisors are Proud Members Of

Proud CFP Professional
NAPFA Registered Financial Advisor
Fee-Only Network Member

Learn All About Our CERTIFIED FINANCIAL PLANNERS™

Meet Our Advisors

You can hover over their picture to see what they specialize in
and click their picture to learn more about them

Cleveland Financial Advisors Network

Explore What Makes Our Advisors Different

No Commissions

They can never receive any commissions or kick-backs. Their clients compensate them directly for their advice, eliminating conflicts of interest.

Independent

Our advisors are not affiliated with any brokerage firm, bank, or insurance company. They are completely independent and work solely in your best interest.

Certified Financial Planners™

All of our advisors have the highest credentials in the financial planning industry, completing rigorous education, testing, and experience.

Fiduciary

Our advisors are legally sworn and obligated to always place the interest of the client ahead of their own.

Local to Cleveland

All of our network advisors live in or around the greater Cleveland area.

Education

As NAPFA registered financial advisors they maintain significantly higher continuing education requirements compared to the rest of the financial services industry.

The Cleveland Financial Advisors Network is a group of Cleveland-local financial planning experts who are passionate about helping their clients reach their goals.

Our network members are independent business owners, that believe helping individuals find the right advisor for their needs should be the ultimate priority. This network is dedicated to helping individuals and families in and around the greater Cleveland area find an advisor who’s an exact match for their unique goals.

We hope that, through our network, you’ll be able to find the expert who best meets your unique needs.

They have A lot To Say

Read Their Blogs

Ryan Bayonnet’s Blog
RSS Leandra Schindler’s Blog
RSS Britta Koepf’s Blog
RSS Michael Kelley’s Blog
  • Should You Tap Retirement Accounts Early? October 15, 2020
    Sometimes, things happen that make it so that you need to access money you have stored away. The hard part is when you don’t have enough in savings and when that happens, where do you get the money from? Here are some reasons why you should (or should not) tap into your retirement accounts early. […]
  • How Do Low Interest Rates Impact Your Family? October 15, 2020
    During the COVID-19 pandemic, many things have changed. Some things have gotten much harder to deal with, but there are some other things that have changed for the better. Interest rates are at an all-time low this year, which has been monumental for many people. Here are a few things you should do to take […]
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