Michael Kelley, CFP®
Your Fee-Only Advisor
“I’ve spent the past 10 years refining my process so that I can help people just like YOU!
Helping my clients feel comfortable and worry less about their financial future is what gets me out of bed every morning.”
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The Family
Michael Kelley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. He is the co-owner of Cornerstone Wealth Management, a Fee-Only, Registered Investment Advisory (RIA) firm located in Westlake, Ohio. He serves clients locally and also virtually across the country.
As a fee-only, fiduciary, and independent financial advisor, Michael Kelley, CFP® is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Michael’s work as a financial planner has been cited in numerous financial and trade magazines including CNBC, TheStreet, and LendingTree.
Mike is a graduate from the University of Akron and a proud member of the National Association of Personal Financial Advisors (NAPFA), the FeeOnly Network, the Cleveland Financial Advisors Network, and the Certified Financial Planner Board (CFP®).
More From Mike
My love for investments started when I bought my first 3 stocks at the age of 14 (with my Dad’s help, obviously). Curious to know which ones? Walmart, JLG and Cisco. I can still remember anxiously waiting to read the Sunday paper and find out how my stocks performed that week. Wow, times sure have changed!
In college, I learned about the profession of a Financial Advisor and immediately knew that’s what I wanted to do. It was the perfect blend of my two passions; investments and helping people.
After the Financial Recession of 2008, I shifted my focus from investments to a more holistic, comprehensive financial planning approach. As I watched family members and friends being laid-off and seeing their retirement plans cut in half, I understood that investments were just a piece of the overall financial plan.
I’ve spent my career working for small firms and some of the biggest in the country. After years of doing things their way and selling their products, I decided it was time to start my own firm and get back to my passion of helping people. After a few years of running my solo firm I found a business partner with similar values and we decided to merge our practices.
I’m proud to be a co-owner of Cornerstone Wealth Management, a firm that operates on a fee-only basis where there are no hidden costs or products to sell. It’s nice knowing that my clients always know exactly what they’re paying me.
Professional Designations & Affiliations
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
The Cleveland Financial Advisors Network is a group of Cleveland-local financial planning experts who are passionate about helping their clients reach their goals.
The network members are independent business owners, that believe helping individuals find the right advisor for their needs should be the ultimate priority. The network is dedicated to helping individuals and families in and around the greater Cleveland area find an advisor who’s an exact match for their unique goals.
Membership in the Cleveland Financial Advisors Network is by invitation only, and inclusion is decided by a majority of the existing members. Members are invited based on their dedication to maintaining the highest standards of education and training, and serving clients ethically and responsibly.
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