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

Life and Death of a Twenty Dollar Bill

By NCA Financial … on Nov 15, 2018

Finance
The average $20 bill is in circulation for 7.9 years, according to a report by the Federal Reserve. That’s better than the $10 bill, which has a lifespan of only 4.5 years, but worse than the $100 bill, which is in circulation for 15 years. Here’s a quick look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Your Emergency Fund: How Much Is Enough?

By NCA Financial … on Nov 13, 2018

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best, “You can make it!” pep talk, you see smoke seeping out from under your hood.

Bad things happen to the best of us, and instead of conveniently spacing themselves out, they almost always come in waves. The important thing is to have a financial life preserver, in the form of an emergency cash fund, at the ready.

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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.