NCA Financial Planners Named Top 100 Independent Financial Advisor for 11th Consecutive Year!

Setting the Standard for Financial Advisors

In an industry full of the same, look for the differentiators.

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Experience + Continuity

Each of our Financial Planning Teams is led by an experienced Financial Advisor with over 25 years at NCA, while our average Financial Advisor is close to 46 years old.


Barron's Top 100

NCA is 1 of only 10 firms across the country and the only in Ohio to be listed on Barron's Top 100 Independent Advisors for 13 consecutive years, since the lists' inception. (see disclosures)


Certified Financial Planners™

Across the country, only 24% Financial Advisors are registered as CERTIFIED FINANCIAL PLANNERS™. At NCA, over 75% of our Financial Advisors are either already certified or actively working towards it.


Financial Planning Teams

At NCA, clients have access to multiple members of their Financial Planning Team familiar with their financial situation and who are ready and available to help.


Chief Investment Officer

At NCA, we are fortunate to have our own Chief Investment Officer (CIO), which sets us apart from the majority of our independent competitors.


Gender Diversity

Industry-wide, less than 20% of financial advisors are women. At NCA, at least 60% of advisors are women.  

Welcome to NCA Financial Planners

At NCA, our relationship with our clients is long term. Our Financial Advisors work with you to put your children through college, retire when you want, and everything in between.

We care not only about our clients’ financial success, but also their personal success and well-being. Through the long-term investment we make in our staff, we create an environment of integrity, high capability, creativity and motivation that allows us to exceed our clients’ expectations.

Relationships are Built on Trust.

01. Mission

Our Financial Advisors work with you to put your children through college, retire when you want, and everything in between.

02. Our People

Our highly rated financial advisors and their team members are dedicated to helping clients achieve both their financial and personal goals and objectives.  

03. Services

NCA Financial Planners provides services encompassing the pillars of financial planning, including investment planning, retirement planning, tax planning, estate planning, life planning, and risk management.

How can we help you?

NCA Financial Planners is an independent, full service top financial planning firm in Cleveland, Ohio. Our highly rated financial advisors can help you reach your financial and personal goals through a number of different services, including investment management and retirement planning.

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