Best Financial Advisors near Lorain, OH

There are no firms listed in Lorain itself yet; the 15 below are the closest options, from towns including Westlake (6, 12 mi), Elyria (3, 6 mi) and North Olmsted (3, 13 mi).

Data verified October 23, 2026

Halo Wealth Management

Halo Wealth Management

5.0 1 review
Since 2016
North Olmsted, OH · 13 mi from Lorain
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Szarka Financial

Szarka Financial

4.5 3 reviews
“I have never had such a professional and caring team of professionals that not only manage your finances but treat you with respect and like a family member.”
Since 2000
North Olmsted, OH · 13 mi from Lorain
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Darrenmorgan Asset Management

Darrenmorgan Asset Management

Since 2015
North Olmsted, OH · 13 mi from Lorain
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Landing Point Financial Group

Landing Point Financial Group

4.9 45 reviews
“LPFG took the time to understand my goals and personal situation and communicate on regular intervals and have always listened to my point of view but provide honest feedback to provide a good perspective of your investments”
Since 2012
Avon, OH · 8 mi from Lorain
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Gary M Gilbert and Associates

Gary M Gilbert and Associates

BBB A+Since 2008
Elyria, OH · 6 mi from Lorain
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W.A. Smith Financial Group

W.A. Smith Financial Group

4.8 30 reviews
“We are very pleased with the financial planning and service provided from our advisor and the complete team.”
Free consultationVirtual consultationsServes NationwideSince 2011
Elyria, OH · 6 mi from Lorain
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The 15 firms listed for Lorain, OH provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Lorain, OH

12 of the 15 firms on this page have a rating, from 4.5 to 5.0 across 186 reviews; 1 has 50 or more reviews. 2 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 45 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 11 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Lorain take financial planning bookings online?

2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Aspire Investment Management

Aspire Investment Management

5.0 10 reviews
“After several years now I can confidently say that she helped keep me on track, stay organized and continue to work towards reaching future goals.”
Free consultationSince 2018
Westlake, OH · 12 mi from Lorain
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Lakeview Wealth Management

Lakeview Wealth Management

5.0 16 reviews
“The professionalism, the communication, the advice and his solid referrals to others make Jeff Zemito outstanding in his field.”
Since 2020
Westlake, OH · 12 mi from Lorain
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Elios Financial Group

Elios Financial Group

4.5 11 reviews
“They make you feel valued and appreciated as a customer and treat you accordingly.”
Since 2006
Westlake, OH · 12 mi from Lorain
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Lorain County Tax Services

Lorain County Tax Services

4.6 6 reviews
“Everyone is so helpfully and very respectfully responsive.”
Serves Cleveland areaSince 1992
Elyria, OH · 6 mi from Lorain
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Golden Reserve

Golden Reserve

5.0 5 reviews
“Justin at the Sheffield office has worked with me from the beginning when I started working with Golden Reserve.”
Since 2009Prices online
Sheffield, OH · 6 mi from Lorain
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Paradigm Wealth Management

Paradigm Wealth Management

Since 2012
Cleveland, OH · 26 mi from Lorain
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Building Blocks Financial Planning

Building Blocks Financial Planning

5.0 1 review
Since 2020
Westlake, OH · 12 mi from Lorain
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Lesjak Planning

Lesjak Planning

BBB A+Since 1981Family-owned
Westlake, OH · 12 mi from Lorain
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Balanced Asset Management

Balanced Asset Management

5.0 2 reviews
“Jeff and his team truly care about their clients...”
Since 2004
Westlake, OH · 12 mi from Lorain
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Why these companies made our list

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