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The Way Investment Advisors, LLC. Employee Directory

Financial ServicesOhio, United States11-50 Employees

The Way Investment Advisors, LLC is a small- to mid-sized financial services firm offering a full range of investment and wealth-management services. It uses a values-based approach to help clients grow and preserve wealth through customized investment strategies and thoughtful guidance, supported by an online planning platform that provides a daily-updated, comprehensive view of portfolios and facilitates holistic planning.

Based in Chardon, Ohio, the firm targets clients seeking integrated planning and active asset oversight, with advisors building dynamic plans and maintaining proactive relationships while monitoring assets. The company is positioned within the financial services industry as a provider of personalized, long-term wealth management and advisory services. It emphasizes tailored solutions to meet evolving client needs.

Find The Way Investment Advisors, LLC. employees' phone numbers or email addresses

The Way Investment Advisors, LLC. Global Highlights

Location
Employees

North America
6

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  • United States Of America
    5
  • Canada
    1

The Way Investment Advisors, LLC.'s Leadership

  • Stylized image of a person
    K. K.
    Partner / Private Wealth Liaison
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Managing Partner - Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Managing Partner - Investments
    Phone icon
    Mobile Phone

The Way Investment Advisors, LLC. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from The Way Investment Advisors, LLC.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. K.
    Partner / Private Wealth Liaison
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 25, 2026
  • Stylized image of a person
    J. W.
    Managing Partner - Investments
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    K. B.
    Managing Partner - Investments
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 24, 2025

Frequently Asked Questions

What is The Way Investment Advisors, LLC. known for?

Minus sign iconPlus sign iconThe Way Investment Advisors, LLC. operates in the Financial Services industry. The company's main headquarters is located in 125 Main Street Suite 2 Chardon, Ohio 44024 United States; you can contact the main corporate office by phone at
+1-877-929-****
. Explore The Way Investment Advisors, LLC.'s company overview page for more information.

What is The Way Investment Advisors, LLC.'s most common email format?

Minus sign iconPlus sign iconThe Way Investment Advisors, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Way Investment Advisors, LLC. email formats with LeadIQ.

How many employees does The Way Investment Advisors, LLC. have currently?

Minus sign iconPlus sign iconThe Way Investment Advisors, LLC. has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are The Way Investment Advisors, LLC.'s key employees and leadership?

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As of February 2026, The Way Investment Advisors, LLC.'s key employees include:

  • Partner / Private Wealth Liaison: K. K.
  • Managing Partner - Investments: J. W.
  • Managing Partner - Investments: K. B.

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