Michael Kelley (CFP®)

Michael Kelley focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Business Owners

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

As a fiduciary and fee-only financial advisor, I’ll be your guide through any of life’s challenging transitions and there to help you with any difficult decisions.

I work with clients to help them feel comfortable about their income and investments as they enter or near retirement. We do our best work with clients that need and want to build a long-term relationship. Let our team help you worry less about money so you can get back to living your life!

My work as a financial planner has been cited in numerous financial and trade magazines including CNBC, TheStreet, and LendingTree.

Our clients often have questions like this:

How much money do I need to have saved before I can retire?
I just started a new job. Can you help me select the right benefits (medical, disability, 401(k), HSA, etc.)
When is the right time to start taking Social Security?
How can I make sure that I won't become a burden to my family?
How much money can I take from my retirement accounts each year?
We've kind of been coasting and ignoring our finances. Can you provide us with a "plan" and get us on the right track?
I prefer to manage my own investment accounts. Can you just provide me with a second opinion on my investment strategy?
Should I pay off my mortgage before I retire?
Is it better to take my pension as a lump-sum?
Is that sales pitch on TV about an annuity too good to be true? (hint.... yes)
Is it time to sell my stocks and buy bonds?

If any of those questions sound like something you've been asking yourself, please schedule a free, no-obligation, 15-minute call by clicking here.

Additional Information

Mike is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and co-owner of Cornerstone Wealth Management, a Fee-Only, Registered Investment Advisory (RIA) firm located in Westlake, Ohio. Mike and his team serve clients locally and also virtually across the country.

Mike is a graduate of The University of Akron and a proud member of the National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, the Cleveland Financial Advisors Network, and the Certified Financial Planner Board (CFP®).

When I'm not in the office creating financial plans, you'll either find me on the golf course or walking the Metroparks with my wife and kids.

If you're interested in learning more and want to see if we're the right fit, please schedule a quick 15-minute consultation.