Top Rated Financial Advisors in Boardman, 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 Boardman, 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 Boardman, 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 Boardman, 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.

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Boardman, Ohio area.

Boardman, OH

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

Edelman Financial Engines, LLC

Rebecca Pawuk, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Sewickley, Pennsylvania area.

Sewickley, PA

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Tyler Emrick

True Wealth Design

CFP^®

Tyler Emrick, a financial fiduciary, provides financial services to clients in the Akron, Ohio area. Tyler holds a CFP^® certification. Tyler has over 14 years of experience.

Akron, OH

Telephone Advisor

Telephone: 330-777-0688

Visit Advisor Website

https://www.truewealthdesign.com/

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Additional Information:

Years of Experience:
14 Years

Fee Structure


• Commissions
• Flat Fee
• Based on Assets

Financial Services Provided:


• Financial Planning
• Retirement Planning
• Wealth Management
• Financial Planning for Individuals
• Investment Advice & Management

Name(s) of Custodian(s):
Shareholder Service Group, Charles Schwab, TD Ameritrade

Nicholas Terezis

Marathon Strategic Advisors, LLC

CFA^®

Nicholas Terezis, a financial fiduciary, provides financial services to clients in the Pittsburgh, Pennsylvania area. Nicholas holds a CFA^® certification. Nicholas has over 30 years of experience.

Pittsburgh, PA

Telephone Advisor

Telephone: 740-282-5198

Visit Advisor Website

http://mstrategic.com/

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Additional Information:

Years of Experience:
30 Years

Fee Structure


• Fee-Only
• Based on Assets

Financial Services Provided:


• Financial Planning
• Investment Advice & Management

Name(s) of Custodian(s):
Charles Schwab

Edelman Financial Engines, LLC

Roger Baranovic, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Beachwood, Ohio area.

Beachwood, OH

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.