HW Financial Advisors Email Format

Financial ServicesOhio, United States2-10 Employees

HW Financial Advisors is a small, independent wealth management firm based in Cleveland, Ohio. It emphasizes a tailored, client-specific approach rather than standardized plans, avoiding incentives tied to captive institutions. Advisory services are delivered through Commonwealth Financial Network, with additional services offered directly by HWFA.
The firm works with individuals to identify priorities and goals, listening carefully to craft a plan aligned with their financial objectives. In January 2021, HW Financial Advisors was acquired by MAI Capital Management, marking a notable corporate development in its history.

Sign up for free to view info

Company overview Employee directory