FNA Wealth Management

What FNA Wealth Management does

FNA Wealth Management, Ltd. is a privately held Ohio-based wealth management firm operating as a limited partnership from the greater Cleveland area (Hudson, OH), with a history dating to 1972 and active leadership under Managing Member Joe Randazzo, JD/CFP, since 1993. The firm provides comprehensive financial advisory services spanning estate planning, business succession planning, retirement planning, tax planning, and investment management, serving high-net-worth individuals, business owners, retirees, and pre-retirees. Public-sector employees — police, firefighters, teachers, and other municipal workers across Ohio — are addressed through a dedicated 457 deferred compensation program (Buckeye 457).

The firm's product set is built around personalized financial coaching and fiduciary advisory, supplemented by life insurance and long-term care insurance products, and a monthly virtual engagement channel (ChalkTALK) launched in 2020. Rather than building proprietary technology, FNA delivers securities and advisory services through channel partnerships with Lincoln Investment (registered broker/dealer, FINRA/SIPC, all 50 states) and Beacon Financial Advisory, LLC (SEC-registered RIA), which provide regulatory infrastructure and product access. The team of 10-15 includes credentialed advisors, client services staff, and a research assistant, and operates from a single regional office serving Ohio.

The business model is fee-based advisory revenue through the RIA partnerships, augmented by insurance product commissions and 457 plan administration. Customer acquisition is relationship-driven via referrals, community presence, content marketing, educational webinars, and conference participation (e.g., OAPT). No public revenue, AUM, or ownership disclosures are available, and the firm is independent with no private equity, venture, or institutional ownership signals.

Name

FNA Wealth Management

Legal name

FNA Wealth Management, Ltd.

Website

https://fnaohio.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

FNA Wealth Management is a privately held Ohio-based wealth management firm providing estate, retirement, tax, and investment advisory services to high-net-worth individuals, business owners, retirees, and Ohio public sector employees via its Buckeye 457 program.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Retirement planning advisory
• Estate planning services
• Deferred compensation programs
• Financial advisory firm

Headquarters

HQ city

Twinsburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Investment Advisory Services: FNA offers investment advisory services through Beacon Financial Advisory, LLC and Lincoln Investment, Registered Investment Advisers. Securities are offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. Revenue appears to be generated through advisory fees associated with managing client wealth.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

FNA Wealth Management provides personalized financial advisory and wealth management services to high-net-worth individuals, business owners, retirees, and Ohio public sector employees. Core services include estate planning, business succession planning, retirement planning, tax planning, and investment management, supplemented by life insurance, long-term care insurance, and the Buckeye 457 municipal deferred compensation program.

Product overview

FNA Wealth Management is a financial advisory firm offering a unified wealth management platform centered on personalized financial planning, investment management, and retirement advisory services. The core offering includes estate planning, business succession planning, tax planning, and investment management, supplemented by insurance products (life insurance and long-term care insurance) and a specialized 457 deferred compensation program for public sector employees. Client engagement is enhanced through ChalkTALK, a monthly live Zoom coaching session providing market analysis and financial education.

Differentiator

Problem solved

Functional benefit

Brands

• ChalkTALK: Monthly live Zoom event for market analysis and financial coaching hosted by Joe Randazzo and Bill Matejka.
• Buckeye 457

Products and services

• Wealth Management Services

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core, minor and historical.

• Lincoln InvestmentcoreChannel Partner/ Reseller/ DistributorLincoln Investment is a registered broker/dealer (member FINRA/SIPC) and registered investment adviser. FNA offers securities and advisory services through Lincoln Investment across all 50 states. The partnership provides regulatory infrastructure and securities products for FNA's wealth management services.
• Beacon Financial AdvisorycoreChannel Partner/ Reseller/ DistributorBeacon Financial Advisory, LLC is a Registered Investment Adviser that provides advisory services alongside FNA Wealth Management. FNA offers advisory services through this partnership.
• Humility of Mary HousingminorOthersFNA partnered with Humility of Mary Housing for community service. Team members participated in community building activities on August 10th to support the organization's mission of helping people 'live a more abundant life' through affordable housing.
• Sterne Agee Financial ServiceshistoricalChannel Partner/ Reseller/ DistributorHistorical partnership with Sterne Agee Financial Services, Inc. (member FINRA/SIPC) for securities and advisory services. FNA has partnered with Sterne Agee to offer expanded financial services and resources to clients. This partnership has since transitioned as FNA now works with Lincoln Investment.
• Ohio Association of Public Treasurers (OAPT)minorOthersFNA advisors Bill Matejka and Jonathan Mistofsky attended the OAPT Annual Fall Conference in 2015. The conference provided networking opportunities with public sector finance professionals and extended the firm's financial expertise boundaries.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Buckingham Strategic Wealth: Fiduciary, fee-only RIA providing financial planning and investment management to HNW individuals across the U.S. Closely comparable to FNA in its planning-led, fiduciary-only RIA model and emphasis on evidence-based investing and holistic planning.
• Ronald Blue & Co: Fee-only RIA focused on financial planning, investment management, estate and tax planning for HNW clients. Comparable in its comprehensive planning-led approach, fiduciary commitment, and integration of estate planning with investment advisory.

Broad incumbents

• Carson Group: National partnership RIA supporting independent advisors with wealth management, financial planning, and business coaching services. Comparable to FNA's holistic planning-led RIA model but with significantly broader geographic and AUM scale.
• Hightower Advisors: National RIA platform supporting independent financial advisors with technology, compliance, and investment capabilities. Comparable to FNA's Lincoln Investment/Beacon Financial Advisory partnership model, but at a far larger scale with advisor teams across the U.S.
• Mariner Wealth Advisors: National wealth advisory firm offering financial planning, estate planning, tax, retirement, and investment management to HNW individuals and families. Comparable integrated wealth offering to FNA, but at significantly larger scale and broader geographic reach.
• Creative Planning: Large national RIA offering comprehensive wealth management, estate, tax, retirement, and insurance planning for HNW clients. Comparable integrated offering to FNA, but operating at multibillion-dollar scale across all 50 states.
• Edward Jones: Large U.S. financial-services firm providing wealth management, retirement planning, and insurance products to retail and mass-affluent investors via a local-branch advisor network. Comparable in client-facing relationship model but at massive scale and broader product mix.

Others

• ICMA-RC (MissionSquare Retirement): Retirement plan administrator focused on public-sector 457/401(a) plans for state and local government employees. Directly comparable to FNA's Buckeye 457 program in serving police, fire, teachers, and municipal employees, though at a much larger national scale as a recordkeeper.

Regional players

• Ancora Holdings: Cleveland, Ohio-based RIA and wealth management firm offering portfolio management, financial planning, and retirement services to HNW clients and institutions. Directly comparable in geography, customer base, and full-service wealth offering.
• Sequoia Financial Group: Akron, Ohio-based registered investment adviser offering comprehensive wealth management, retirement planning, and institutional advisory. Comparable to FNA as an Ohio-headquartered RIA serving HNW individuals, business owners, and public-sector entities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/fnawealth

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FNA Wealth Management