Beacon Pointe Advisors - Akron

EST. AUM
$575,131,443

CONTACTS
5

CLIENT ACCOUNTS
996

Firm Details

Metro area Cleveland
CRD Number
Website beaconpointe.com
Client types

Overview

Jentner Wealth Management joined Beacon Pointe Advisors in July 2025. Jentner Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) based in Akron, Ohio. Founded in 1984, the firm provides comprehensive wealth management and financial planning services to individuals, families, and institutions across the United States. Jentner is distinguished by its unwavering commitment to fiduciary duty—always placing clients’ best interests first without accepting commissions or engaging in product sales. The firm's mission is centered around helping clients achieve financial independence through a disciplined, evidence-based investment philosophy. By utilizing globally diversified portfolios and avoiding speculative market timing, Jentner promotes long-term financial growth and peace of mind. The firm’s highly credentialed team emphasizes transparency, client education, and proactive financial strategies tailored to each client’s unique values, goals, and life circumstances.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Beacon Pointe Advisors - Akron

Platform Details

Investment Preferences

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