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
  • What Should I Do With a Large Inheritance? May 28, 2020
    An inheritance is a gift you may or may not have expected. Whether you were planning on it or not, you can put your inheritance to work for yourself today and for your future. You can also use the inheritance to focus on your children and provide them with education funding or a down payment […]
  • How to Get Back On Track for Retirement? May 15, 2020
    Are you on track with your retirement goals? Whether or not you are, there are always things you can do to check your progress and see what you can do to get back on track for retirement. Review Your Plan It is never too early to start thinking about a retirement plan. Take a moment […]
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