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Our team of CPAs, financial advisors, and tax professionals in Akron, Ohio work together to provide integrated solutions for every stage of life and business. Whether you’re preparing for retirement, growing a business, or seeking smart tax strategies, we’re here to simplify the complex—so you can move forward with clarity.
Our Akron financial advisors and CPAs are here with experience you can count on—and service that puts people first. As a trusted wealth management and accounting firm in Akron, Ohio, we offer personalized guidance from advisors who understands your unique goals.
Choose strategic planning and management today for a more streamlined financial future. Your vision for success becomes our mission.
Our experienced team of CPAs, business valuation analysts and staff accountants work directly with you to minimize painful tax burdens and provide nothing less than the best advisory, consulting and accounting services.
Identify problems, to help improve performance, and implement solutions to achieve business objectives.
Minimize tax burdens and ensure compliance regarding income taxes, corporate taxes, sales taxes, and other forms of taxation.
Provide assurance to stakeholders about the accuracy of financial statements.
Determine the economic value of your business based on various factors such as financial performance, market conditions, and industry trends.
Set financial goals, save and invest for the future, and consider factors such as pensions, Social Security, and other retirement benefits.
Explore Retirement Planning Services
We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times. Our team has been helping people prepare for and successfully retire for over 30 years.
Achieve your financial goals with a comprehensive strategy that includes budgeting, savings, tax planning, retirement planning, and more.
Explore Financial Planning Services
Strategies calibrated to your risk profile and investment objectives.
Explore Investment Management Services
Get financial advisory and management tailored specifically to business owners, including strategic financial planning, succession planning, and more.
Explore Business Services
Identify, assess, and mitigate potential risks that could impact your financial goals.
Explore Risk Management Services
Integrated life insurance into your comprehensive financial plan, designed to ensure that your coverage aligns with your evolving goals and needs.
As the Founder, President, and CEO of W3, I am deeply committed to helping clients align their financial decisions with their personal goals.
As a Managing Partner and Financial Advisor at W3, my top priority is helping clients achieve their financial goals through personalized guidance and strategic planning.
Shelby co-founded W3 in Akron, OH to simplify the financial planning process and provide clarity to clients to help achieve their financial goals.
Serving the Akron community to provide clear guidance on investments, retirement planning, and wealth management so clients can confidently plan for the future.
Dedicate financial advisor, Laura's approach is centered on helping clients define and achieve their financial goals, guiding them carefully through every phase of their financial plans.
That’s perfectly okay—and actually quite common. At W3 Financial Group, we believe in collaboration, not competition. If you’re already working with a CPA or financial advisor, we’re happy to coordinate and complement those efforts. Our team can step in to fill any gaps, provide a second opinion, or offer specialized services such as tax planning, business advisory, or wealth integration. Your financial strategy should work as one—whether we’re leading it or working alongside your current professionals.
We proudly serve:
Entrepreneurs & business owners looking for integrated financial support
High-income professionals, including physicians, attorneys, and executives
Pre-retirees and retirees planning for long-term income and security
Families with evolving financial priorities
Medical and dental practices with complex tax and financial needs
No matter where you are in your journey, our Akron office is equipped to help you move forward with clarity.
Yes! Many of our clients are physicians, dentists, and practice owners. We understand the unique challenges and planning opportunities that come with healthcare careers.
W3 stands out because of our truly integrated approach. Instead of sending you to multiple firms for tax prep, financial advice, and business planning, we bring those services together under one roof. You get a coordinated team, clear communication, and a strategy that actually works together.
You don’t need to be wealthy—you just need to be ready to plan intentionally. Whether you’re starting your career, building a business, or preparing for retirement, our advisors can help you clarify your goals and take the next steps with confidence.
Yes. Our valuation specialists and business planning professionals can help you understand what your business is worth, prepare it for sale, and plan for a smooth transition—whether you’re selling to a partner, family member, or third party.
If you don’t see your question on this page, don’t hesitate to reach out to us for more information. We are happy to answer any questions you may have about our services, our approach, or just general tax, accounting, or finance inquiries.
We work hard to provide objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication. We believe that by educating and regularly communicating with our clients, we can reduce the uncertainty they have about how and why their money is invested.
Our staff, which includes specialists in every area of expertise relating to our multiple service areas, takes a teamwork approach by listening to our clients’ questions and problems and then taking every step necessary to ensure timely and meaningful solutions.
In all endeavors, we seek to add value to your business and personal planning through responsive, efficient, and ongoing services. By using cohesive operational principles and cultivating partnered relationships, we become an objective resource and valued part of our clients’ organizations and families to help lead them toward a brighter financial future.
As a CPA with a strong focus on tax planning, I work closely with individuals and businesses to develop long-term strategies that foster financial success and stability.
As Principal of W3 Global Accounting, I provide comprehensive accounting, tax, finance, estate planning, and business advisory services to closely held businesses across a wide range of industries.
As a Principal at W3 Global Accounting, David provides accounting, auditing, and tax and business advisory services to closely held businesses in various industries.
As a CPA and Tax Manager, who specializes in preparing and reviewing individual and business tax returns with a focus on accuracy, timeliness, and compliance with evolving tax regulations.
As a CPA in Akron and Client Relationship Manager at W3 Financial Group, my role is to serve as the primary point of contact between our clients and our Akron accounting firm.
Ready to put us to work to help achieve your financial goals? It starts with a deep understanding of your situation and aspirations for the future. Contact us today to get started with a free consultation!
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.
