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Financial Planners in Medina, OH: 2026 rankings

100 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Medina: Mutual of Omaha Mortgage, RFA Score 73/100; 4.9★ from 441 Google reviews.

  2. 3

    Most-reviewed: Zingale & Associates, 181 Google reviews at 5.0★, the most of 100 ranked after Mutual of Omaha Mortgage; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

100 Medina financial planners are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 100 rated firms.

Top 10 financial planners in Medina at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Medina at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Mutual of Omaha Mortgage734.9★ (441)Seven Hills, 21 mi awayTop score
2Lazor Agency734.9★ (51)Medina—
3Zingale & Associates715.0★ (181)Lakewood, 24 mi awayMost reviews
4Myers Capital Advisors714.8★ (21)Medina—
5Brookside Tax & Financial Group714.8★ (105)Parma, 16 mi away—
6Turney Income Tax/DWR Financial LLC704.9★ (66)Berea, 16 mi away—
7Pathways Financial Credit Union - Seven Hills694.8★ (86)Seven Hills, 18 mi away—
8Lee Hyder and Associates695.0★ (42)Akron, 16 mi away—
9Hummel Group695.0★ (59)Wooster, 20 mi away—
10The Estate Planning Team, Inc.695.0★ (35)Middleburg Heights, 15 mi away—

All 100 financial planners in Medina, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Medina

    #1 Mutual of Omaha Mortgage

    Based in Seven Hills, 21 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 441 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 441 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    5800 Lombardo Center, Seven Hills, OH 44131
    View profile for Mutual of Omaha Mortgage(216) 239-1263

  2. #2 Lazor Agency

    Based in Medina

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    404 N Court St, Medina, OH 44256
    View profile for Lazor Agency(330) 722-4444

  3. #3 Zingale & Associates

    Based in Lakewood, 24 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 181 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 181 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13400 Madison Ave Unit B, Lakewood, OH 44107
    View profile for Zingale & Associates(216) 677-8207

  4. #4 Myers Capital Advisors

    Based in Medina

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4087 Medina Rd #300, Medina, OH 44256
    View profile for Myers Capital Advisors(330) 591-2121

  9. #9 Hummel Group

    Based in Wooster, 20 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    615 Riffel Rd, Wooster, OH 44691
    View profile for Hummel Group(330) 345-3536

  17. #17 Tempo Wealth, LLC.

    Based in Brecksville, 21 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6133 Rockside Rd Bldg 2, Suite 400, Independence, OH 44131
    View profile for Tempo Wealth, LLC.(440) 568-3676

  22. #22 Lineweaver Financial Group

    Based in Brecksville, 22 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    9035 Sweet Valley Dr, Valley View, OH 44125
    View profile for Lineweaver Financial Group(216) 520-1711

  23. #23 TrustCPA

    Based in Medina

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3265 Hardwood Hollow Rd, Medina, OH 44256
    View profile for TrustCPA(330) 723-7241

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 100 ranked financial planners here; the rest are on their profiles.

financial planners in Medina, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Golden Reserve665.0★ (10)12 mi
27Zahoranski Wealth Management665.0★ (13)14 mi
28Fidelity Investments664.1★ (22)12 mi
29Bank of America (with Drive-thru ATM)663.9★ (29)11 mi
30Ta-Check Financial654.2★ (24)15 mi
31Upper Room Solutions654.9★ (19)20 mi
32Sequoia Financial Group655.0★ (7)12 mi
33Symphony Financial Services, Inc.654.2★ (9)11 mi
34Lakeview Wealth Management655.0★ (20)23 mi
35B.A. Schrock Financial Group655.0★ (5)10 mi
36First Mason Financial651.0★ (3)In Medina
37Bankers Life653.9★ (11)12 mi
38Elios Financial Group, Inc.654.5★ (21)20 mi
39Bank of America (with Drive-thru ATM)643.9★ (15)14 mi
40Western Reserve Capital Management, LLC645.0★ (16)23 mi
41Sean Glazier - Edelman Financial Engines645.0★ (15)23 mi
42Kelda Wealth Management645.0★ (3)10 mi
43W.A. Smith Financial Group644.4★ (19)21 mi
44Prelude Financial, LLC645.0★ (3)10 mi
45True Wealth Design644.2★ (5)13 mi
46Zayti & Asscoiates644.9★ (13)22 mi
47Baird Private Wealth Management645.0★ (3)11 mi
48Gateway Financial, LLC644.3★ (18)21 mi
49Gerst Tax & Financial Services644.0★ (26)21 mi
50Akron, OH Branch Office - UBS Financial Services Inc.644.7★ (3)11 mi

Also serving Medina

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Medina
BusinessGoogle ratingDistance
Amelia Urbanik - ThriventIn Medina
Ameriprise FinancialIn Medina
Ben CaplingerIn Medina
Edward JonesIn Medina
Edward Jones - Financial Advisor: Austin C Mims5.0★ (2)In Medina
Edward Jones - Financial Advisor: Brad Shook5.0★ (1)In Medina
Edward Jones - Financial Advisor: Lauri A MackeyIn Medina
Fresh New Focus Financial5.0★ (23)In Medina
Huntington Private Bank5.0★ (1)In Medina
Josh Clark: Primerica - Financial Services4.9★ (18)In Medina
Justin Ford: Primerica - Financial Services5.0★ (8)In Medina
Miranda S Sullivan: Primerica - Financial Services5.0★ (24)In Medina
Oda & Company5.0★ (1)In Medina
Rea Wealth ManagementIn Medina
Ronald Katigbak - Ameriprise Financial Services, Inc.In Medina
S & S Wealth Management of Raymond James5.0★ (1)In Medina
Timothy W May: Primerica - Financial Services5.0★ (16)In Medina
U.S. Bank - Wealth Management Banker: Holly Miller1.0★ (1)In Medina
Victory Financial Services1.0★ (1)In Medina
Zufall Financial Services5.0★ (1)In Medina

How we ranked Medina financial planners

We scored 100 Medina financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Medina data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Medina: frequently asked questions

Which financial planner has the highest RFA Score in Medina?

By RFA Score, the highest-ranked financial planner in Medina, OH is Mutual of Omaha Mortgage with an RFA Score of 73/100. It has 4.9★ from 441 Google reviews. Lazor Agency (#2) and Zingale & Associates (#3) follow. We ranked 100 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Medina?

RankedFinancialAdvisors ranks 100 financial planners serving Medina, OH. 5 of them are based in Medina; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Medina work on weekends?

7 of 100 ranked financial planners post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Medina financial planners have?

The median Google rating among 100 rated financial planners in Medina is 4.9★, with a median of 11 reviews. Mutual of Omaha Mortgage has the most, 441 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Medina count in this ranking?

Yes, if they are within 25 mi of the Medina city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Medina ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Medina a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Medina

  1. November 2026: RFA Scores recalculated for 100 financial planners serving Medina.

More financial planners and Medina pages