True Wealth Design, a certified financial advisor firm specializing in wealth management and retirement planning, announced its expansion across northeast Ohio, southwest Florida, and western Pennsylvania. The move strengthens the firm’s presence in key areas as more individuals and families seek professional financial planning services tailored to long-term financial security.
The expansion responds to increasing demand for financial advisors who provide integrated solutions, combining investment management, tax strategies, and estate planning under a single, structured approach. True Wealth Design has built its reputation on a fiduciary model, offering evidence-based guidance designed to align with client goals.
“Our focus has always been on delivering financial clarity through a structured planning process,” said Kevin Kroskey, CFP, Managing Partner of True Wealth Design. “Expanding into new regions allows us to help more individuals and families make informed decisions about their investments, tax planning, and retirement strategies with a cohesive approach.”
True Wealth Design’s certified financial advisors work closely with clients to develop strategies tailored to their specific needs. The firm offers guidance on portfolio management, tax-efficient investing, and estate planning, ensuring clients receive personalized financial plans that align with their goals.
As financial planning becomes more complex, many individuals look for experienced financial planners near them who can provide clear, structured advice. True Wealth Design’s expansion allows more households to access comprehensive financial planning services with a focus on aligning investment strategies with long-term objectives.
“People need more than generic financial advice,” Kroskey said. “A successful plan considers all aspects of wealth management—investments, taxes, income planning, and estate strategies—to provide financial stability through every stage of life.”
True Wealth Design specializes in retirement planning, helping clients transition from asset accumulation to sustainable income distribution. The firm also works with business owners to integrate tax-efficient financial planning strategies that align with corporate and personal wealth goals.
With locations in Akron, Canfield, Canton, and Hudson, Ohio; Sewickley, Pennsylvania; and Fort Myers and Naples, Florida, True Wealth Design is beefing up efforts to serve a growing client base. The firm also provides virtual financial planning services for clients nationwide.
The firm operates on a fee-only model, eliminating commission-based sales to ensure unbiased advice. Its certified financial advisors focus on client education, helping individuals and families make informed decisions about their financial future.
“Financial planning should be built around the client’s needs, not product sales,” Kroskey said. “Our expansion reflects our commitment to delivering structured, evidence-based financial advice that helps people plan smarter and live better.”
The expansion is part of True Wealth Design’s efforts to provide comprehensive, fiduciary financial planning, helping clients optimize their financial decisions and work toward long-term security.
About True Wealth Design
True Wealth Design is a fee-only wealth management and financial planning firm serving clients across northeast Ohio, southwest Florida, and western Pennsylvania. The firm specializes in investment management, retirement planning, and tax-efficient wealth strategies, offering tailored financial solutions for individuals, families, and business owners.
With a fiduciary commitment to acting in clients’ best interests, True Wealth Design provides evidence-based financial planning to help individuals achieve long-term financial security.
For more information, visit https://www.truewealthdesign.com.
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Company Name: True Wealth Design
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Country: United States
Website: https://www.truewealthdesign.com
