Cleveland Financial

Cleveland Financial Group was born from our affinity to Northeast Ohio and from our values based culture.  Working hard, placing our clients first, and serving our community are staples in our firm.  We are proud to serve clients throughout the United States and are honored to be based in Northeast Ohio. Cleveland Financial Group is composed of financial planners who have prodigious experience in wealth management, executive-focused planning, and sophisticated wealth transfer strategies. Registered associates of Cleveland Financial Group are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Cleveland Financial Group is a marketing name for business conducted through Lincoln Financial Advisors Corp.