Business Details
27 Years
experience
Your Trusted Financial Partner in Cleveland, OH
FNA Wealth Management guides clients through their financial journey with personalized attention and tailored solutions designed to enhance wealth and preserve legacies. Our expertise spans complex estate planning, portfolio optimization, and retirement strategies, supported by decades of combined experience from our lead professionals. We operate with integrity and transparency, prioritizing client needs through a coaching philosophy that emphasizes trust and long-term partnership.Our team of certified experts delivers actionable insights grounded in rigorous analysis, maintaining industry-leading standards through affiliations with recognized regulatory bodies. We serve individuals and municipalities across Ohio, offering specialized deferred compensation programs and customized financial roadmaps that align with each client's unique goals.
Services
Financial Planning
Estate Planning
Retirement Strategies
Investment Management
Insurance Solutions
Details
- Year established: 1999
Highlights and features
- Decades of experience in financial and estate planning
- Personalized strategies tailored to individual client needs
- Certified professionals with specialized industry expertise
- Transparent communication and fiduciary responsibility
- Proven track record serving Ohio municipalities and individuals
Associations and certifications
- SEC
- FINRA
- SIPC
- DALBAR
What people say
Personalized strategies
Professional expertise
Effective solutions
Trustworthy advisors
Strong communication
Services
Financial Planning
Our financial planning service creates customized roadmaps to help clients achieve long-term goals through systematic wealth management. We analyze current financial status, risk tolerance, and future objectives to develop comprehensive strategies that optimize investment growth while maintaining fiscal responsibility. This service benefits individuals seeking structured approaches to wealth accumulation and preservation.
Estate Planning
Estate planning ensures clients' assets are distributed according to their wishes while minimizing tax liabilities. We design legal frameworks including trusts, wills, and insurance solutions to protect wealth for future generations. This service addresses complex succession challenges for high-net-worth individuals and business owners seeking to preserve family legacies.
Retirement Strategies
Our retirement strategies focus on building sustainable income streams through diversified investment portfolios and tax-efficient withdrawal plans. We specialize in municipal retirement programs like Buckeye 457, helping public sector employees maximize deferred compensation benefits. This service supports clients in achieving financial security during their post-employment years.
Investment Management
Investment management involves active portfolio oversight using modern portfolio theory and alternative asset allocation techniques. We monitor market trends and adjust holdings to balance growth potential with risk mitigation. This service caters to clients requiring professional asset management to meet specific financial objectives across different market cycles.
Insurance Solutions
Insurance solutions provide financial protection against unexpected life events through customized policy structures. We offer life insurance with tax-advantaged cash value components and long-term care coverage to safeguard against healthcare costs. This service helps clients mitigate financial risks while creating enduring legacies for beneficiaries.
People
Joe Randazzo
CEO and Managing Member
JD/CFP professional specializing in estate and business succession planning with Ohio State Bar Association membership since 1999. Registered Fiduciary with decades of experience in financial and retirement planning.
Bill Matejka
Financial Advisor
AAMS-certified advisor with 20+ years in economics and asset management. Leads Buckeye 457 deferred compensation program for Ohio municipalities, focusing on retirement asset optimization for public sector employees.
Jonathan Mistofsky
Investment Specialist
Former NYC alternative investments VP with expertise in pension fund management and fixed-income assets. Key contributor to Buckeye 457 program, applying institutional investment experience to municipal retirement planning solutions.
Beth Smith
Client Services Director
Client services leader since 2010, managing relationship operations and implementation of financial strategies. Focuses on client communication and coordination of wealth management solutions across multiple service lines.
Jenny Haney
Client Services Director
Client services director since 2021, specializing in relationship management and financial plan execution. Coordinates team resources to ensure timely delivery of customized wealth management solutions for individual and institutional clients.
Questions
What financial services does FNA Wealth Management offer?
We provide financial planning, estate strategies, retirement solutions, investment management, and insurance products tailored to individual and municipal client needs.
How does FNA's coaching approach benefit clients?
Our coaching philosophy emphasizes long-term partnership, using expert guidance to help clients achieve financial goals they couldn't reach independently through personalized strategies.
What makes life insurance important for financial planning?
Life insurance provides tax-advantaged wealth transfer options, estate liquidity solutions, and business continuation funding while offering cash value accumulation opportunities.
How does FNA handle retirement planning for public employees?
We specialize in Ohio municipal retirement programs like Buckeye 457, optimizing deferred compensation strategies through diversified investment portfolios and tax-efficient structures.
What qualifications do FNA advisors hold?
Our team includes Certified Financial Planners, Accredited Asset Management Specialists, Registered Fiduciaries, and legal professionals with decades of combined industry experience.
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