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We are an independent, fee-based, comprehensive wealth management firm and Registered Investment Adviser based in Cleveland, Ohio—your partner in wealth management.
At HW Financial Advisors, our mission is to help bring clarity and peace of mind to our clients' lives by achieving the gold standard in client service and education.
OHIO TAX UPDATE: Increased deduction for Ohio 529 plans
On June 30, 2017, Ohio Governor John Kasich signed into law Ohio’s biennial budget bill, House Bill 49, which included a provision that increases the 529 contribution tax deduction. For tax years beginning on or after January 1, 2018, the maximum deduction for contributions made to Ohio 529 plans increases to $4,000 (from $2,000) annually for each beneficiary. This effectively serves as an additional financial incentive to those Ohio residents wishing to help loved ones pay for their higher education.
Stephen Rudolph, President of HW Financial Advisors in Beachwood, OH has been named one of three national finalists for the Volunteer of the Year Award, as part of the 12th annual Invest in Others Awards.
Read More2019 Leadership Award from Milestones Autism Resources
HW Financial Advisors is proud to announce that our own Stephen Rudolph receives the 2019 Leadership Award from Milestones Autism Resources.
New Years Day - 1/1/2019
Martin Luther King, Jr. Day - 1/21/2019
Washington's Birthday - 2/18/2019
Good Friday - 4/19/2019
Memorial Day - 5/27/2019
Independence Day - 7/4/2019
Labor Day - 9/2/2019
Thanksgiving Day - 11/28/2019
Christmas - 12/25/2019