Financial Planning in Summit County
At Western Reserve Capital Management, LLC, we understand that planning for retirement can feel overwhelming. Our Akron office supports families in Northeast Ohio with personalized financial guidance.
We work with individuals who are preparing for or living in retirement. As fee-only advisors, we are compensated directly by our clients. We do not receive commissions or third-party payments, which helps reduce certain conflicts of interest and allows us to focus on your financial goals.
- Common Retirement Questions We Help You Explore
- Comprehensive Financial Services for Akron Families
- Why Choose Fee-Only Financial Planning?
- Meet Your Akron, Ohio Financial Advisory Team
- Why Western Reserve Capital Management?
- Who We Serve
- Our Process
- Location & Contact Info
- Ready to Start Planning Your Financial Future?
- Frequently Asked Questions
Common Retirement Questions We Help You Explore
How soon can I retire?
Understand the factors that affect your retirement readiness.
How do I minimize taxes in retirement?
Learn about tax strategies to consider for your retirement in Ohio.
How should I generate income from my savings?
Discover strategies that may help create sustainable cash flow during retirement.
Comprehensive Financial Services for Akron Families
We specialize in helping local Ohio families who are planning for retirement or already retired. Our services include:
Wealth Management
Coordinate all parts of your financial life, investments, taxes, estate planning, and more, so everything works together smoothly.
Retirement Income Planning
Create a plan so you can retire comfortably without worrying about running out of money.
Tax Planning
Minimize your lifetime tax burden through strategic planning, not just year-end scrambling.
Investment Management
We create and manage a personalized investment plan to help you grow your savings and prepare for a confident retirement.
Estate Planning Coordination
Ensure your wealth transfers according to your wishes while minimizing taxes and family complications.
Insurance Analysis
Right-size your coverage to protect what matters most without over-insuring or paying for unnecessary policies.
Why Choose Fee-Only Financial Planning?
No Hidden Conflicts
Our advice is never influenced by product sales or commissions
Transparent Fees
You know exactly what you’re paying and what you’re getting
Your Advocate
We work as your fiduciary, always putting your interests first
Independent Advice
We can recommend any investment or strategy that fits your needs
We Are Ready to Help
Meet Your Akron, Ohio Financial Advisory Team
James C. Sexton III, CFP®, CFS
Partner
Gage Paul CFP®, RICP®, EA
Partner
Megan Leet
Executive Assistant
Why Western Reserve Capital Management?
Certified Financial Planner®
CFP® certification means your advisor is trained and committed to putting your interests first.
Local Knowledge
We understand the unique aspects of living and retiring in Northeast Ohio.
Retirement Specialists
Our team focuses specifically on helping people plan for and navigate retirement.
Ongoing Partnership
Financial planning is ongoing. We build lasting relationships to help you adapt and stay on track.
Who We Serve
Our Akron, Ohio fee-only financial planning practice specializes in serving Northeast Ohio families and professionals who value comprehensive, unbiased financial guidance.
Mid-Career Professionals
If you’re in your 40s or 50s and building your career, this is a key time to plan ahead. We help mid-career professionals in Akron make informed financial decisions, like saving for retirement, managing investments, and preparing for future goals.
Transitioning to Retirement
If you’re nearing retirement, we offer tailored guidance to help you plan with confidence. From managing income sources to refining your investment strategy, our fee-only approach supports a smooth transition into your next chapter.
Currently Enjoying Retirement
For those enjoying their retirement years, we provide comprehensive financial guidance to ensure your financial security and help you make the most of your retirement savings.
Our Process
Brief Intro Call
We’ll have a short phone call to get to know each other and see if we might be a good fit. This usually takes about 15-20 minutes.
Discovery Meeting
We’ll meet for a longer conversation about your financial situation, your goals, and what you want from retirement. We’ll ask lots of questions to understand your needs.
Plan & Recommendations Meeting
We’ll create a custom plan just for you and present our recommendations. You’ll see exactly what we think you should do and why.
Your Decision
After you see our plan and recommendations, you can decide if you want to work with us. There’s no pressure. Take all the time you need to think about it.
Put Your Plan to Work
If you decide to work with us, we’ll help you put your plan into action. This might mean setting up new accounts, moving money, or starting new investment strategies.
Ongoing Care
We provide ongoing portfolio monitoring and periodic reviews to make sure everything is on track. If your life changes, we’ll update your plan to match.
There is no cost for the initial steps in our process, which include an introductory call and discovery meeting. Fees apply only if you choose to engage us for ongoing financial planning or investment management services.
Location & Contact Info
Address
Financial Advisor Akron Ohio
Suite A,
Email: info@wrcmfp.com
Hours
| Monday | 9:00 AM – 5:00 PM |
| Tuesday | 9:00 AM – 5:00 PM |
| Wednesday | 9:00 AM – 5:00 PM |
| Thursday | 9:00 AM – 5:00 PM |
| Friday | 9:00 AM – 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Ready to Start Planning Your Financial Future?
If you’re an Akron area resident or anywhere in Northeast Ohio, and you’re thinking about retirement planning, we’d love to talk with you. Our initial consultation is complimentary, and there’s no obligation to work with us.
During our meeting, we’ll discuss your current financial situation, your retirement goals, and how we might be able to help. You’ll get a clear understanding of our fees and approach.
What Makes Us Different
As fee-only financial advisors in Akron, Ohio, we’re committed to providing independent, unbiased financial advice. We don’t sell insurance or investment products, which means our recommendations are always based on what’s best for your situation, not what earns us a commission.
Our focus on retirement planning means we understand the specific challenges and opportunities that come with this important life transition. Whether you’re concerned about having enough money to retire, worried about market volatility, or wondering about tax strategies, we’re here to help.
Frequently Asked Questions
About the Author
Gage Paul CFP®, RICP®, EA
Gage Paul, CFP®, EA, RICP®, is a fee-only fiduciary financial advisor with Western Reserve Capital Management, LLC, serving Ohio families approaching and in retirement from offices in Hudson, New Philadelphia, and Akron. He holds a Bachelor of Science in Business Administration with a specialization in Financial Planning from the University of Akron. Learn More about Gage