Broker Check

Cleveland Financial Group

Cleveland Financial Group was born from our affinity to Northeast Ohio and from our values based culture.  Working hard, placing our clients first, and serving our community are staples in our firm.  We are proud to serve clients throughout the United States and are honored to be based in Northeast Ohio.

Cleveland Financial Group is composed of financial planners who have prodigious experience in wealth management, executive-focused planning, and sophisticated wealth transfer strategies.

Additionally, our firm has the unique privilege of teaming with the valuable resource of Lincoln Financial Advisors' National Planning Center, a team of trusted and knowledgeable professionals that supports us in analyzing data, evaluating current strategies, examining employee benefit plans (such as stock awards & executive bonus plans) and creating customized financial plans catered to your individual needs. This team of specialists is based in Cleveland, OH and our financial planners have built personal, long-lasting relationships with these team members. These relationships help ensure that you receive a financial plan personally designed for your unique situation and goals.

In addition to the expertise of our local National Planning Center team, we work in concert with professionals who are part of Lincoln Financial Advisors' National Advisory Team.  Members include the chief investment strategist, directors of financial advisory services and a national design and advanced planning coordinator.

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.

Thank you! Oops!