Cleveland's Trusted Financial Advisor & Wealth Manager
Protect Your Financial Future with Expert Investment Advice, Insurance Planning, and Business Coaching
Schedule Your Free Consultation
Why Choose The Protection Pro as Your Financial Advisor in Cleveland, Ohio?
Comprehensive Financial Protection
Life insurance, disability coverage, and income protection planning
Expert Investment Management
Retirement accounts, wealth building, and tax-advantaged strategies
Business Financial Planning
Coaching for entrepreneurs and business owners
Fiduciary Standard
Your interests always come first
Local Cleveland Expertise
Serving Ohio professionals for over 20 years
Financial Advisor Services in Cleveland, Ohio
Retirement Planning & 401(k) Management
Maximize employer matching and tax benefits with expert retirement planning strategies tailored for Ohio residents.
Life Insurance & Income Protection
Secure your family's future with comprehensive protection planning that safeguards your most valuable asset - your ability to earn income.
Investment Advisory Services
Build wealth with purpose through diversified portfolios aligned with your risk tolerance and financial goals.
Business Financial Coaching
Navigate the unique challenges of business ownership with succession planning, benefits design, and exit strategies.
Estate Planning Coordination
Work with your attorney and accountant to ensure your legacy wishes are properly documented and executed.
Tax-Advantaged Savings Strategies
Minimize tax impact and maximize growth potential with strategic financial planning approaches.
Trusted by Cleveland's Top Professionals
Medical Professionals & Healthcare Workers
Specialized planning for doctors, nurses, and healthcare professionals with complex compensation structures.
Engineers & Technical Specialists
Strategic financial planning for technical professionals with unique career trajectories and benefit packages.
Business Owners & Entrepreneurs
Integrated personal and business financial planning to maximize growth and security.
C-Suite Executives & HR Professionals
Advanced strategies for complex compensation packages and leadership responsibilities.
Parents Planning for Their Children's Future
Education funding, legacy planning, and family financial security strategies.
About Ron Maxwell - Your Cleveland Financial Advisor
How to Find a Financial Advisor You Can Trust in Ohio
When searching for a financial advisor in Cleveland, you need someone who understands both the complexities of financial planning and the unique needs of Ohio professionals. Ron Maxwell, founder of The Protection Pro, brings over two decades of experience helping Cleveland-area families and businesses build lasting financial security.
What Makes a Fiduciary Financial Advisor Different?
As a fiduciary financial advisor, Ron is legally bound to act in your best interests at all times. This means transparent fee structures, unbiased advice, and recommendations based solely on what's best for your financial situation.
Education & Experience:
  • Bachelor's degree in Business (Finance) from Cleveland State University (2003)
  • 20+ years in financial services and insurance industry
  • Former Financial Planning Assistant at local Cleveland bank
  • Recruited by Guardian Life in 2005
  • Continuous education in financial planning and investment strategies
A Cleveland Native Serving Cleveland Families
Born and raised in Cleveland's Brook Park area, Ron attended Midpark High School and has remained deeply connected to the community. As a father of three children and active church member, he understands the financial challenges facing Ohio families today.
Comprehensive Financial Planning Services in Cleveland, Ohio
Retirement Planning Cleveland Ohio - Secure Your Golden Years
Planning for retirement in Ohio requires understanding state tax implications, healthcare costs, and lifestyle goals. Our retirement planning services include 401(k) optimization, IRA management, Social Security planning, healthcare cost planning, and tax-efficient withdrawal strategies.
Investment Advisory Services - Build Wealth with Purpose
As your investment advisor in Ohio, we focus on asset allocation, tax-loss harvesting, rebalancing strategies, alternative investments, and ESG investing options.
Life Insurance & Income Protection Planning
Your ability to earn income is your most valuable asset. Our protection planning includes term life insurance, permanent life insurance, disability insurance, long-term care insurance, and business insurance coverage.
Business Financial Planning & Coaching
Running a business in Ohio comes with unique financial challenges. We offer business succession planning, employee benefits design, business insurance review, personal vs. business finance optimization, and exit strategy planning.
Estate Planning Coordination
Working with your attorney and accountant for will and trust review, beneficiary updates, tax minimization, charitable giving, and family financial education.
Service Packages & Investment

Foundational Planning - $750 One-Time Fee
Complete financial analysis, insurance assessment, investment review, written plan, and follow-up meetings
Ongoing Financial Partnership - $1,800 Annual Fee
All foundational services plus quarterly reviews, tax planning, estate updates, and business consultation
Why Invest in Professional Financial Advice?
The average American loses $1,230 annually due to poor financial decisions
Professional financial advice typically pays for itself through tax savings and optimization, improved investment returns, insurance cost reductions, avoided financial mistakes, and peace of mind and confidence.
Answers That Matter.
Are you confident in your financial future?
What if you could gain complete clarity and a personalized roadmap to financial success?
Ready to transform your financial uncertainties into a confident plan?
Book a meeting with Ron Maxwell for answers
$0
Consultation Cost
Schedule your complimentary financial review today
20+
Years Experience
Serving Ohio professionals with expert financial guidance
5
Specialized Services
Comprehensive financial solutions tailored to your needs
Contact The Protection Pro Today:
  • Phone: (440) 655-2675
  • Office: Serving Cleveland, Columbus, Cincinnati, and all of Ohio
  • Online: Schedule directly through our calendar system