Find Top Financial Advisors in Akron, Ohio

Jonathan Kesselman is the founder and lead advisor of Kesselman Wealth Management, a financial planning practice based in Westlake, Ohio. He holds the Certified Financial Planner^® and Certified Divorce Financial Analyst^® designations and brings a background that most financial advisors don't -- a law degree.

Before entering financial services, Jonathan practiced law and spent nearly a decade at UBS Financial Services building expertise in comprehensive financial planning, investment management, and estate planning strategy. That combination -- legal fluency and financial expertise -- is what he brings to every client relationship today.

Jonathan works primarily with individuals and families approaching or navigating retirement, with particular depth in divorce financial planning, estate planning considerations, Social Security strategy, and retirement income planning. He takes a listening-first approach -- asking more questions than he answers, explaining things in plain English, and building plans that reflect his clients' lives, not just their balance sheets.

He lives in Bay Village, Ohio with his wife Rosie and their six children. He serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.

Kesselman Wealth Management is a fee-based financial planning practice affiliated with LPL Financial, serving clients in the greater Cleveland area and across the country.

We work primarily with individuals and families in or approaching retirement -- helping them turn years of saving into a reliable, sustainable financial plan for the years ahead. That means building retirement income strategies, navigating Social Security and Medicare decisions, managing investment portfolios with an eye toward both growth and preservation, and coordinating the estate planning considerations that become increasingly important in this stage of life.

What sets our practice apart is how we work. We don't lead with products or investment performance. We start by understanding your situation -- your goals, your concerns, and what you want the next chapter of your life to look like. From there we build a plan that's specific to you, explained clearly, and revisited regularly as your life evolves.

We believe that financial planning done well isn't just about numbers. It's about helping people feel genuinely confident about their financial future -- and ready for whatever comes next.

I started in the financial services business in 1996 ( Investments and Insurance). I became securities licensed (series 6,63,66, and 7) a few years later. I specialize in creating financial plans for individuals and families, and recommending the appropriate investments to help my clients achieve their goals. I received my Certified Wealth Strategist CWS designation in 2015.

LPL was Founded in 1989 , and currently has over 20,000 advisors, 800 financial partners , and Fortune 500 Company.

Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Read more at https://www.truewealthdesign.com/team/kevin-kroskey-cfp

About True Wealth Design, LLC:

As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER^® Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).

Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management. 

Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division.

Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.

For over 32 years, Chris has been helping small business owners and every day, hardworking people plan for the retirement lifestyles they desire. He helps clients plan for their greatest dreams, making recommendations to help protect their hard-earned retirement savings. As your financial advisor, Chris will ask you questions about your financial goals, hobbies, travel plans, or any other quality of life issue that may affect your future. This knowledge helps create a comprehensive plan that takes every aspect of your life into consideration. As a part-time college instructor teaching courses on retirement planning, he learned how to break down financial concepts into clear and simple terms. When you work with Chris, you'll always know where your money is being invested, and how it is working to help reach your financial goals for you and your family. As a father and grandfather, Chris understands the importance of helping you protect your family's financial security. His number one goal is to help protect what you have while offering opportunities to increase your net worth. His diversified approach to financial planning balances your desire to grow income with your wish to stay within your risk tolerance. With more than 32 years of retirement and financial planning knowledge, Chris is an experienced guide you can count on to help plan for the retirement of your dreams. Christopher Heerdegen is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 7150 W. Central Ave, Suite 100, Toledo OH 43617 . 419.893.9759.

We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.

We serve clients locally in our hometowns of Dayton and Cincinnati, Ohio, and across the United States through virtual and secure meetings. We draw on expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. As a fee-only and fiduciary financial firm, our team at Birchcreek Wealth Management is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice. Schedule a Call. We'll get to know each other, discuss how our process works, and review next steps.

For our Florida office, please visit:
3955 Riverside Ave. Suite 203
Jacksonville, FL 32205
Tel: 937-567-0646

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

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