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.


When and Why to Switch Auto Insurance

By NCA Financial Planners on Jan 15, 2019

Finance, Insurance
Like health care, many of us continue with the same auto insurance policy for years, never bothering to find out whether another insurance carrier could provide better service or save us some money. But there are several reasons why shopping for another auto insurance policy can make sense. Here are just a few.
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Four Tips for Planning a Career Change

By NCA Financial Planners on Jan 9, 2019

Personal Finance, Career
Changing careers can be rewarding for many reasons, but career transitions don't always go smoothly. Your career shift may take longer than expected, or you may find yourself temporarily out of work if you need to go back to school or can't immediately find a job. Consider these four tips to help make the financial impact of the transition easier.
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Happy Thanksgiving - 2018 Market Update

By Kevin Myeroff on Nov 21, 2018

Stock Market, Kevin Myeroff
With Thanksgiving one day away, the stock markets have decided to bring a little volatility to dinner!  So we thought this would be a great time to provide you a video update that will cover current market volatility and our outlook to the rest of 2018. (5 min 27 sec)
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Losing Your Job

By Kevin Myeroff on Jan 14, 2019

Career, Personal Finance, WTAM, Kevin Myeroff
With the government shutdown, about 380,000 employees have been furloughed and won’t be getting their next paycheck. So what should you be doing if you thought your company may lay you off or terminate your employment? Kevin is here with a three-step process to help you prepare. ( 3 min 55 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

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

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.