Best Financial Advisors in Medina, OH
15 firms listed · 5 in Medina · 9 rated 4.5+ · 1 shows a license
Data verified October 23, 2026
Oda & Company
Aspire Growth Partners
BDS Financial Network
Lopresti Financial Group
Fresh New Focus Financial
“Joe has been pivotal in my growth in knowledge in money management!”
The 15 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 15 firms we list here, 5 are in Medina itself and 10 come from towns including Akron (5, 19 mi), Wadsworth (2, 11 mi) and Strongsville (1, 12 mi). 10 of the firms on this page have a rating, from 4.2 to 5.0 across 79 reviews; 9 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (3), estate planning (2), investment management (2), retirement planning (2) and tax planning (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 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; 12 publish a contact page; 10 list a public email and 6 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?
5 of the 15 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.
Signal Tree Financial Partners
“Tiffany certainly makes it easier to transact and keeps things simple and organized”
Symphony Financial Services
“I would trust no one else the way I can trust the folks at Symphony.”
B.A. Schrock Financial Group
“I love his podcasts as they are always filled with pertinent information and his expertise on all facets of the finance world is vast.”
Dunk Group Financial Advisors
“This honest and trustworthy team help me manage my retirement investments and keep my future much more reassuring than when my funds were handled through the workplace.”
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.”
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.”
Shea Financial Services
TCM Wealth Advisors
W3 Financial Group
“Met with W3 twice and they didn't pressure us into purchasing a service we didn't need.”
Why these companies made our list
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