Find the office nearest you and explore how W3 can support your financial goals—from tax planning and investment management to business advisory and retirement planning.
Submit the form below to let us know how we can help with your financial planning and wealth management needs.
Whether you’re planning for retirement, growing a business, or navigating complex tax situations, our Akron office is here to help you feel confident every step of the way. Located in the heart of Northeast Ohio, this office is home to a dedicated team of CPAs, financial advisors, business consultants, and support staff who provide a wide range of services tailored to individuals, families, and businesses.
Our Akron professionals specialize in:
Investment management and retirement planning
Tax preparation and strategic tax planning
Business valuations and financial consulting
Life insurance and estate planning
Accounting and audit support for businesses
We take pride in being a trusted partner for our clients in Akron and the surrounding communities. Let us help you take control of your financial future with local insight and proactive support.
Located just outside of Washington, D.C., our Ashburn office brings big-picture financial thinking to Northern Virginia professionals, families, and entrepreneurs. Whether you’re navigating a complex tax situation or preparing for long-term financial success, our local advisors are equipped to help you make informed decisions with clarity and confidence.
Key services offered at our Ashburn office include:
Wealth management and investment planning
Business advisory and succession planning
Life insurance and risk management
Retirement and estate planning
Our Ashburn team understands the fast-paced lifestyle of the D.C. area and provides personalized service that fits your unique needs. From start-up founders to growing families, we’re here to help you thrive—right here in Loudoun County.
Conveniently located in Worthington, our Columbus-area office combines deep financial knowledge with a commitment to client-focused service. Whether you’re a small business owner looking for tax guidance or an individual seeking a retirement plan that reflects your goals, our team of experienced professionals is ready to support you.
Our Worthington office offers:
Comprehensive financial planning and portfolio management
Business financial planning and tax strategy
Retirement income planning and legacy strategies
Integrated insurance solutions
Tax preparation and accounting services for individuals and businesses
We serve clients across Central Ohio with a holistic approach that helps you align your money with your mission. With strong ties to the Columbus business community and a reputation for excellence, our Worthington team is here when it matters most.
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We take a logical, strategic approach to help clients succeed. It begins with gaining a deep understanding of where you have been, where you are today, and where you want to be in the future.
Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to maintain a complete and clear financial picture for you and tailor a plan that aligns with your goals.
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
