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Fresh New Focus Financial Coaching
- Saving
- Confident
- Debt
“He was there to help me at a time when my marriage was falling apart and when I was having to get on a budget for the first time as a single mom in 9 years.”
Best Financial Advisors in Medina, OH
24 firms listed · 7 in Medina · 1 open weekends · 16 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Trustcpa
“Would highly recomend”
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Oda & Company
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Gross Investments
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Aspire Growth Partners
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BDS Financial Network
The 24 firms listed for Medina, 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: Medina, OH
Of the 24 firms we list here, 7 are in Medina itself and 17 come from towns including Akron (5, 19 mi), Brecksville (3, 19 mi) and Wadsworth (2, 10 mi). 18 of the firms on this page have a rating, from 4.2 to 5.0 across 140 reviews; 16 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), financial planning (3), retirement planning (3), investment management (2) and our team (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans; 2 offer a free initial consultation and 3 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 16 list a public email and 7 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.
Why are financial advisers outside Medina listed here?
7 of the 24 firms are located in Medina. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Lopresti Financial Group
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Conte Co., CPA
- Priced
- Phone
- Investments
“We are a Labor Union and they file our LM-2 with the Department of Labor, complete our annual tax return and assist with payroll and any other accounting issues or questions that arise during the year.”
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Signal Tree Financial Partners
- Trust
- IRA
- Market
“After presenting 2 possible plans for retirement, Signal Tree has set us up with a way to succeed at our plan where we will be financially independent as we enter into retirement.”
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Brookside Tax & Financial Group
- Finances
- Mind
- Review
“He explained on the phone that the basic State of Ohio financial POA form only covers the basics covered under state law, and that other states might have slightly different POA coverage.”
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Symphony Financial Services
“Efficient service helpful people”
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Return on Life Wealth Partners
“Outstanding organization helping so many realize their financial goals.”
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Auxin Group Wealth Management
“Auxin group manages my family's finances and helps us stay on track to meet our future goals.”
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B.A. Schrock Financial Group
“Professional and personable, respectful and creative financial planning and services in a comfortable and modern setting.”
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BIG Financial & Advisory CPA Services
- Corporation
“In an era in which most everything can be found on the internet, it is great to know that there is an individual that can deliver a service much greater than just providing information”
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Oelschlager Investments
“Performance is amazing compared to benchmarks and response from their team makes me feel like I'm their most important client every time we interact.”
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Valued Capital Advisors
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Stacey A. Zahoranski, Wealth Advisor
“The office is on the second floor of Pilgrim Square, but there is a stair glider for those who need it.”
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Prelude Financial
“Scott has exceeded my expectations not only by the depth of his expertise, but also in the time he has invested in getting to know me and my life goals.”
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Networth Partners
“They take the time to explain things well & answer all our questions.”
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Shea Financial Services
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M.M. Castro Financial Advisors
“Very helpful with income tax return preparation.”
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TCM Wealth Advisors
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Semper Fidelis Financial
Retirement Planning and Investment Management Services in Medina, OH Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 545 cost profiles
Why these companies made our list
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