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Choosing the right financial advisor is a critical decision that can impact your long-term financial health. Whether you’re planning for retirement, growing your wealth, or managing a business, having a trusted advisor by your side can make all the difference. Below is a curated list of financial advisors and firms that serve clients in and around Cleveland. Each firm offers a unique set of services tailored to various financial needs.
- MPE Partners
- SGI Global Business Advisors
- CONFIANCE LLC
- Ascend Advisors
- Practical Financial Planning
- Western Reserve Partners (Eagle Bend Capital)
- AXA Advisors – Ryan Radonich
- Cleveland Financial Group (MG Financial Services)
- Key Principal Partners (Westline Capital Strategies)
- Joseph J. Horvat – Northwestern Mutual
1. MPE Partners
📞 (216) 416-7500
✉️ myohe@mpepartners.com
📍 600 Superior Ave East, Cleveland, OH 44114
🌐 mpepartners.com
MPE Partners is a leading private equity firm focused on lower middle market investments. With deep expertise in high-value manufacturing and commercial services, they collaborate with family- and entrepreneur-owned businesses, offering strategic growth and operational support.
2. SGI Global Business Advisors
📞 (216) 589-0693
✉️ janine@gba.law
📍 815 Superior Ave E, Cleveland, OH 44114
🌐 gba.law
Global Business Advisors provides legal and strategic solutions for businesses. With over 25 years of experience and a 99.9% client recommendation rate, they help modern companies navigate complex legal landscapes.
3. CONFIANCE LLC
📞 (866) 987-8781
✉️ psandy@confiance-llc.com
📍 Superior Ave E, Cleveland, OH 44114
🌐 confiance-llc.com
Confiance, LLC delivers personalized financial and investment advisory services with a “Life-Driven Wealth Management” philosophy, aligning clients’ goals with strategic financial planning.
4. Ascend Advisors
📞 (216) 584-2014
✉️ allison.ascend@gmail.com
📍 2057 West Blvd, Cleveland, OH 44102
🌐 ascendadvise.com
Ascend Advisors helps nonprofits and mission-driven organizations grow through strategic planning, board development, and leadership transition support.
5. Practical Financial Planning
✉️ info@p-f-p.com
📍 3886 Rocky River Dr, Cleveland, OH 44111
🌐 p-f-p.com
Practical Financial Planning, now part of Sax Wealth Advisors, offers transparent, fee-only financial planning to clients seeking long-term financial guidance.
6. Western Reserve Partners (Eagle Bend Capital)
📞 (216) 589-0900
✉️ info@eaglebendcapital.com
📍 200 Public Square #3750, Cleveland, OH 44114
🌐 eaglebendcapital.com
Eagle Bend Capital provides a variety of alternative financing options for businesses, from commercial loans to private equity and merchant cash advances.
7. AXA Advisors – Ryan Radonich
📞 (216) 615-8103
✉️ ryan.radonich@equitable.com
📍 1001 Lakeside Ave E #1650, Cleveland, OH 44114
🌐 ryanradonich.com
Ryan Radonich combines financial advisory services with a strong digital presence. His offerings include web and SEO services to help business clients grow online while managing their finances.
8. Cleveland Financial Group (MG Financial Services)
📞 (216) 765-7400
✉️ mgfinancialservices513@gmail.com
📍 28601 Chagrin Blvd #300, Cleveland, OH 44122
🌐 mgfinancialservice.com
MG Financial Services empowers clients through personalized financial services including bookkeeping, tax prep, and business consultation tailored to entrepreneurs and small businesses.
9. Key Principal Partners (Westline Capital Strategies)
📞 (216) 828-8125
✉️ greg@westlinecapital.com
📍 800 Superior Ave #1000, Cleveland, OH 44114
🌐 westlinecapital.com
Westline Capital specializes in commodity and futures trading with a focus on the softwood lumber industry. Their data-driven approach is ideal for clients looking for market-focused investment strategies.
10. Joseph J. Horvat, CLU®, ChFC®, CASL® – Northwestern Mutual
📞 (216) 802-0937
✉️ joseph.horvat@nm.com
📍 950 Main Ave #600, Cleveland, OH 44113
🌐 josephhorvat.com
Joseph Horvat offers customized financial planning for individuals, families, and business owners, including retirement and insurance strategies through Northwestern Mutual.
Finding the right financial advisor is more than just a financial decision—it’s a personal one. The advisors listed above represent a diverse array of specialties, from private equity and strategic legal guidance to comprehensive wealth management and digital-era financial planning.
Whether you’re looking to grow your assets, protect your legacy, or navigate complex business decisions, working with a trusted financial advisor in Cleveland can help you make informed, confident choices every step of the way.
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