What We Offer
We offer personalized financial advice to help you achieve your goals.
Every financial plan starts with a conversation with one of our financial advisors who take time to create a tailored fit, step by step program to help you reach your goals of building wealth and preparing for your financial future.
401K, ESOP, and IRA management
Geauga Financial Advisors can manage your 401K, ESOP and IRA accounts to be sure that you are getting the most out of these employee benefit options. We know the needs of this Geauga County community and are privileged to be able to work with multiple generations of families to help them meet their unique financial goals.
Worried about retirement?
Our practice is dedicated to helping clients formulate a strategy for retirement. Our goal is to build and protect clients' income during working years and develop a distribution plan for retirement. Together we build confidence for today, for tomorrow and for the rest of your life.
Geauga Financial Advisors is an independent financial advisory firm in Geauga County Ohio. We are geared toward meeting the unique financial goals of our clients. We served as an independent source of financial advise for the community of Geauga County since 2011. We manage our clients’ investments by studying long term economic cycles and analyzing historical returns and economic data for various asset classes.
At Geauga Financial Advisors, you are not just a number for us to manage but a family, an entrepreneur and a fellow community member with whom, we are partnering. You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you. We can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.
After meeting one-on-one, we deliver custom financial advice to help you achieve your goals, today and tomorrow. When we work together, we help you feel more confident, connected, and in control of your financial life.
Geauga Financial Advisors are more than just a business in your community. We live, grow, and support Geauga County. Members of Geauga Financial Advisors participate in our local community through Burton - Middlefield Rotary, Berkshire High School Interact Advisor, membership to Geauga Growth Partnership, coaching & umpiring area baseball organizations, and as active members in local church groups.
Stuart, a Wealth Coach, is the Chief Investment Officer at Geauga Financial Advisors. Stuart is an active member of Burton Middlefield Rotary and volunteers at Berkshire High School. Stuart, his wife, Julie and their two sons Ray and Lee, live in Chardon. Besides quality family time, and laughing at his boy's antics, he enjoys coaching, golf, Cleveland sports, and volunteering through his Rotary Club.
Annemarie is the office administrator at Geauga Financial Advisors. Annemarie, her husband Jeff and their son Gregory live in East Claridon. Her favorite activities include reading, scrapbooking, cooking, discovering what really happened in history, and laughing at the antics of her husband and son. Annemarie is a vocalist at two area churches and loves spending quality time with her family.
Carly is the receptionist at Geauga Financial Advisors. Carly and her boyfriend Austin, along with their three pets live in Newbury Township. Carly enjoys traveling to different states and has even visited a couple different countries. Her favorite activities include photography, playing with her niece and nephew, and of course spending time with Austin and her dogs. Carly also enjoys seeing family and friends as often as she can.
PO Box 1065
14606 West Park Street,
Burton, OH 44021
office (440) 834.1133