NCA Financial Planners

Relationships are built on trust

Schedule a Meeting   Differentiators   Client Access

NCA Financial Planners

Relationships are built on trust

Schedule a Meeting   Differentiators   Client Access

NCA Financial Planners

Relationships are built on trust

Schedule a Meeting   Differentiators   Client Access

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 43 years old.

 

Barron's Top 100

NCA is 1 of only 12 firms across the country and the only in Ohio to be listed on Barron's Top 100 Independent Advisors for 10 consecutive years and since the lists' inception. (see disclosures)

 

Certified Financial Planners™

Across the country, only 24% Financial Advisors are registered as CERTIFIED FINANCIAL PLANNERS™. At NCA, almost every Financial Advisor is either already certified or is 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 30% of financial advisors are women. At NCA, over 70% 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.

Read

Should I Enroll in an HSA?

By NCA Financial … on Oct 18, 2018

Insurance
A health savings account (HSA)can be a powerful savings tool, especially if your health expenses are relatively low, since you may be able to build up a significant balance in your HSA over time. Before you enroll in an HSA, ask yourself the following questions.
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What to Consider Before Moving in with Your Partner

By NCA Financial … on Oct 16, 2018

Personal Finance
You and your significant other are ready to take the next big step in your relationship: moving in together. While this is an exciting milestone, it's also one that should prompt you and your partner to have some serious conversations about the financial implications of the move. Here are a few questions to consider that might help you and your partner live together more peacefully.
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Watch

Listen

Financial Mistakes by Age

By Kevin Myeroff on Oct 15, 2018

WTAM, Kevin Myeroff, Personal Finance
People constantly ask me for a “financial tip” to help make them some money when I am out and about. It’s a reasonable question, but there are so many ways to make money, so the better question is what should I avoid to not lose money. So here are the most common financial mistakes by age. (4 min 25 sec)
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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.

Contact us to learn more

Investment Planning

Customized Specifically for You
Strategic Asset Allocation
Experienced Chief Investment Officer

Retirement Planning

Achieving Attainable Goals
Providing a Disciplined Approach
Confidence in Your Plan

Tax Planning

Conserving Income
Reducing Liability
Capitalizing on Opportunities

Estate Planning

Developing Strategic Solutions
Ongoing Collaborative Process
Navigating Your Legacy Roadmap

Life Planning

Managing Life Transitions
Planning for College
Facilitating Family Meetings

Risk Management

Safeguarding Assets
Protecting Your Family
Preserving Your Lifestyle

What's New at NCA

NCA Financial Planners Named a Barron's Top 100 Independent Financial Advisor for 11th Consecutive Year

By NCA Financial … on Sep 25, 2018

Awards
We are proud to announce that Kevin Myeroff, president and CEO, has been named to the Barron's Top 100 Independent Financial Advisors list for the 11th consecutive year. He continues to be amongst an elite group of Barron's "All Star" advisors, one of only 10 nationwide, who have remained on the list since its inception in 2007. Myeroff is the only financial advisor in Ohio in this exclusive group.
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Meet the 2018 Interns

By Jillian Gaietto on Aug 9, 2018

Internship
Today is the last day for our interns! Read more about them! (Pictured from Left to Right: Audrey Rieman, Taryn Kocher and Jon Frawley)
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Check the background of this investment professional on FINRA's BrokerCheck.