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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 in Akron, OH 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.
Financial planning isn’t just about retirement; it’s about navigating change with confidence. Whether you’re selling a business, receiving an inheritance, or navigating a divorce, we provide a structured process to manage the transition. We help you understand your new financial reality, evaluate options without emotional pressure, update your long-term goals, and implement a strategy to ensure your financial well-being through any of life’s shifts.
Our comprehensive financial planning service creates a detailed roadmap for your future. We integrate key areas of your financial life, including cash flow analysis, debt management, education funding strategies, retirement income planning, insurance needs analysis, and estate planning coordination. This holistic approach ensures every financial decision aligns with your ultimate goals.
Explore Financial Planning Services
Our investment management philosophy is grounded in a disciplined, evidence-based approach. We begin by thoroughly understanding your risk tolerance and long-term objectives. From there, we construct a globally diversified portfolio using strategic asset allocation to balance growth potential with risk mitigation. We focus on long-term performance, regular rebalancing, and tax-efficient strategies to ensure your investments are always working towards your specific goals.
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.
Yes, we are legally and ethically bound by the fiduciary standard. This means we must act in your best interest at all times, placing your interests above our own. This is different from the ‘suitability standard’ that some advisors follow, which only requires that a recommendation be suitable. Our fiduciary commitment ensures our advice is always objective, unbiased, and exclusively focused on helping you achieve your financial goals.
Our Akron-based advisors and cpas provide specialized guidance for:
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.
Many people seek financial guidance when preparing for retirement, changing jobs, selling a business, receiving an inheritance, managing multiple investment accounts, or looking for greater clarity around their financial future. A conversation can help determine whether professional guidance would be beneficial based on your goals and circumstances.
W3 combines personalized financial planning, investment management, and accounting services. Our collaborative two-advisor approach, commitment to long-term relationships, and team-based service model allow us to provide comprehensive guidance tailored to each client’s goals.
Many people who contact W3 Financial Group already work with a financial advisor, financial planner, CPA, or tax preparer. Some are looking for a second opinion on their retirement plan, investment strategy, tax planning approach, or overall financial plan. Others want to evaluate whether their current financial advisor is helping them address all aspects of their financial life, including wealth management, retirement planning, estate planning, business succession planning, and tax strategies.
An initial conversation with our team provides an opportunity to review your current financial plan, discuss your goals, and identify potential opportunities or areas that may deserve additional attention. There is no obligation to move your accounts or change providers. Our goal is to help you make informed decisions and determine whether our approach is the right fit for your needs.
Yes. W3 Financial Group offers both wealth management and accounting services, and clients can choose to work with either division individually or take advantage of a coordinated approach that combines both. For clients who use multiple services, our teams collaborate to align financial planning, investment management, retirement planning, tax planning, accounting, payroll, bookkeeping, and business advisory strategies when appropriate.
Some clients engage only our wealth management team, while others utilize only our accounting and tax services. We also work with many individuals, families, and business owners who benefit from having both teams working together to help create a more complete financial picture.
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.
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.
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 team’s credentials represent a deep commitment to experience and ethical standards. When you see designations like Certified Financial Planner™ (CFP®), it means your advisor has met rigorous standards for creating holistic financial plans. A Certified Public Accountant (CPA) on the team brings an experienced level of tax planning insight. This combination ensures that your financial strategy is not only well-designed for growth but also optimized for tax efficiency.
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.
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!
