About Us

About NCA Financial Planners

Relationships are built on trust.


NCA Financial Planners is an independent, full-service financial planning firm in Cleveland, Ohio.

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NCA Financial Planners is an independent, full-service planning firm. Most Financial Advisors at NCA are CERTIFIED FINANCIAL PLANNERS ™ (CFP®) or are working toward their certification. Several of our advisors have additional designations, including three with CPA certifications. For more than 30 years, our Financial Advisors have worked with you to put your children through college, retire when you want, and plan for everything in between.  Our relationship with our clients is long term and goes beyond their financial goals.

At NCA we focus on listening. We gather information from you in a three-step process that allows our team to get to know you personally while educating ourselves on what your goals and future objectives are. We present you with a comprehensive and customized plan and are available to you as needed throughout your journey.

NCA prides itself on creating an environment of integrity, high capability, creativity and motivation that allows us to exceed our clients’ expectations.  

Check the background of this investment professional on FINRA's BrokerCheck.