Find Top Financial Advisors in Dayton, Ohio

Jonathan is the wealth advisor for Kesselman Wealth Management and a CERTIFIED FINANCIAL PLANNER^™ certificant. He brings over 10 years of experience in the financial services industry, focusing on planning for medical professionals, executives, pre-retirees, and families.

He began his financial services career at UBS Financial Services as a wealth planning analyst, training financial advisors in delivering comprehensive financial planning to their clients. Before UBS, Jonathan was an attorney in private practice.

Jonathan lives in Bay Village, OH with his wife and six children. He serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.

Kesselman Wealth Management helps individuals and families successfully plan for and navigate retirement. We believe that thoughtful, detailed planning is one of the most effective ways to create financial security.

Our clients receive proactive guidance on investment management, tax-efficient distribution strategies, insurance planning, debt reduction, and estate planning considerations. As a fee-based planning practice, we are fiduciaries, and always act in the best interests of our clients.

Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Read more at https://www.truewealthdesign.com/team/kevin-kroskey-cfp

About True Wealth Design, LLC:

As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER" Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).

Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management. 

Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division.

Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You.

Sequoia Financial Group offers full-service, comprehensive wealth management services.

Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away.

Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape.

Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group:

Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love.

Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.

Our secondary office location is at 2000 Auburn Dr., Suite 350 Beachwood, OH 4412