Menu

Currently seeking a top quality financial advisor?

Our FREE match service finds the best advisors for you. Start your search today.

Get Started!

Not sure which advisor is right for you?

Enter your zip code to find 1-3 prescreened advisors near you

Get Matched With Advisors

Top Rated Financial Advisors in Canfield, Ohio

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Canfield, Ohio is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Canfield, Ohio with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Canfield, Ohio near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Nicholas Terezis

Marathon Strategic Advisors, LLC
CFA®
Nicholas Terezis is a financial fiduciary at Marathon Strategic Advisors, LLC . Nicholas Terezis has been a Paladin Registry member since 2005 and serves clinets in Pittsburgh, Pennsylvania.
Nicholas holds Chartered Financial Analyst and has over 30 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • North Carolina
    • Ohio
    • Pennsylvania
    • West Virginia

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Timothy Donovan

FamilyWealth Management Group LLC
ChFC®
Timothy Donovan is a financial fiduciary at FamilyWealth Management Group LLC . Timothy Donovan has been a Paladin Registry member since 2006 and serves clinets in Canonsburg, Pennsylvania.
Timothy holds Chartered Financial Consultant and has over 33 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Michigan
    • New Hampshire
    • Ohio
    • Pennsylvania
    • Texas
    • Virginia
    • West Virginia
    • Wisconsin
  • Investment Products for Commission: State List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Georgia
    • Nevada
    • New Hampshire
    • New York
    • Ohio
    • Pennsylvania
    • South Carolina
    • Texas
    • West Virginia
  • Insurance Products for Commission: State List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Georgia
    • Nevada
    • Ohio
    • Pennsylvania
    • South Carolina
    • Texas
    • West Virginia

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs
  • T D Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Financial Engines Advisors

Financial Engines Advisors
Financial Engines Advisors, a financial advisory firm, has been a Paladin Registry member since 25. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Auxin Group Wealth Management, LLC

Auxin Group Wealth Management, LLC
Auxin Group Wealth Management, LLC, a financial advisory firm, has been a Paladin Registry member since . Auxin Group Wealth Management, LLC provides financial services to clients in the Akron, Ohio.
  • State Licences:
  • Financial Advice, Services for Fees: Ohio
  • Investment Products for Commission: State List
    • Illinois
    • Ohio
    • Texas
  • Insurance Products for Commission: State List
    • Illinois
    • Ohio
    • Texas

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

James Elios

Elios Financial Group, Inc.
ChFC® CLU® MBA
James Elios is a financial fiduciary at Elios Financial Group, Inc. . James Elios has been a Paladin Registry member since 2017 and serves clinets in Westlake, Ohio.

James holds Chartered Financial Consultant , Chartered Life Underwriter , Master Business Administration certifications and has over 25 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Indiana
    • Michigan
    • New York
    • Ohio
    • Pennsylvania
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: All 50 States

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional
  • Fidelity

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tyler Emrick, CFP®

True Wealth Design
CFP®
True Wealth Design, a financial advisory firm, has been a Paladin Registry member since 14. True Wealth Design provides financial services to clients in the Akron, Ohio.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Ohio

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Retirement Planning
  • Wealth Management

    Name(s) of Custodian(s):

  • Shareholder Service Group
  • Charles Schwab
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brent Dickerson

Brent Dickerson
CFP® EA
Brent Dickerson is a financial fiduciary at Brent Dickerson . Brent Dickerson has been a Paladin Registry member since 2020 and serves clinets in Rocky River, Ohio.

Brent holds Certified Financial Planner , Enrolled Agent certifications and has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.