Financial Advisor in New Philadelphia, Ohio
Fee-Only Financial Advisors in New Philadelphia, Ohio
Retirement Planning for New Philadelphia and Tuscarawas County Families
At Western Reserve Capital Management, LLC, we understand that planning for retirement can feel complex. That’s why our New Philadelphia office focuses on providing clear financial planning guidance for families throughout Tuscarawas County.
We work with people who are preparing for retirement or already in their retirement years. 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.
Your New Philadelphia Financial Planning Team
James C. Sexton III, CFP®, CFS
Gage Paul CFP®, RICP®, EA
As a partner at Western Reserve Capital Management, LLC, Gage plays a vital role in driving the firm’s success. He is responsible for managing key aspects of client relationships and firm operations, with a focus on delivering exceptional client experiences.
Megan Leet
Schedule a Consultation in New Philadelphia
If you’re a New Philadelphia 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 Fee-Only Means for New Philadelphia Clients
As fee-only financial advisors in New Philadelphia, Ohio, we’re committed to providing independent, unbiased financial advice. We don’t sell insurance or investment products, which means our recommendations are based on what we believe is appropriate 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.