Rockport Wealth Advisors

Rockport Wealth Advisors Rockport is an independent comprehensive wealth management firm offering holistic financial services to individuals and families.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Rockport Wealth LLC, a Registered Investment Advisor. Private Client Services and Rockport Wealth LLC are unaffiliated entities. Rockport Wealth Advisors is a dba of Rockport Wealth, LLC, a fee-based Registered In

vestment Adviser (RIA) registered with the Ohio Division of Securities and offering a full range of professional services. The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. Please see our ADV disclosure documents for more information about our business.

📘 In case you missed it, The Rockport Way: A Financial Roadmap to a Rewarding Future is now available as a complimentary...
06/10/2026

📘 In case you missed it, The Rockport Way: A Financial Roadmap to a Rewarding Future is now available as a complimentary resource.

Drawing on the principles that guide Rockport Wealth Advisors, this book provides clear, practical financial guidance to help individuals and families navigate every stage of life with greater confidence.

Joe Kovach, CFP®, who authored the book's foreword, expresses the essence of Rockport's approach when he writes: "This book captures not only the ‘how’ of financial planning, but also the ‘why.’ It’s the philosophy that drives us to help people make confident, informed decisions at every stage of life."

If you haven't downloaded your copy yet, you can access it here: https://rockportwealth.com/therockportway/

📘 We’re excited to announce the launch of our book The Rockport Way: A Financial Roadmap to a Rewarding Future!Financial...
06/02/2026

📘 We’re excited to announce the launch of our book The Rockport Way: A Financial Roadmap to a Rewarding Future!

Financial planning doesn't have to be complicated. At Rockport Wealth Advisors, we believe lasting financial confidence begins with two simple principles: clarity and commitment. That's the philosophy behind our new book, The Rockport Way.

Whether you're building wealth, navigating your peak earning years, or preparing for retirement, this book provides practical guidance, actionable frameworks, and a clear path toward achieving your financial goals. Plus, you'll receive complimentary financial planning worksheets to help put these concepts into action.

Register here to access the book for free: https://rockportwealth.com/therockportway/

No cost. No obligation. Just practical insights designed to help you move forward with confidence.

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our country.At Rockp...
05/25/2026

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our country.

At Rockport Wealth Advisors, we are deeply grateful for those who served and continue to serve, and proudly support our veteran community and military families.

Last week, Rockport Wealth Advisors proudly held our first annual Day of Giving where our team came together to support ...
05/18/2026

Last week, Rockport Wealth Advisors proudly held our first annual Day of Giving where our team came together to support our communities.

Our Cleveland office had the privilege of serving lunch at, while our Youngstown Office volunteered with the United Way of Youngstown and the Mahoning Valley.

The annual Day of Giving is one small way we strive to strengthen the communities we’re fortunate to be part of and we’re grateful for the opportunity to support organizations that make such a lasting impact every day.

Thank you to everyone who participated and helped make our first Day of Giving a success. We look forward to continuing this tradition for years to come.

Rockport Wealth Advisors is pleased to celebrate the official ribbon-cutting of our new Youngstown office! This marks an...
11/20/2025

Rockport Wealth Advisors is pleased to celebrate the official ribbon-cutting of our new Youngstown office! This marks an important step in expanding our presence and continuing to serve clients throughout the Mahoning Valley.

Our sincere thank you to the Youngstown/Warren Regional Chamber for supporting yesterday’s event. We appreciate their partnership and commitment to the business community.

Today, we honor the courageous men and women who have served our nation. At Rockport Wealth Advisors, we are deeply grat...
11/11/2025

Today, we honor the courageous men and women who have served our nation.

At Rockport Wealth Advisors, we are deeply grateful for the sacrifices made by our veterans and their families to protect the freedoms we enjoy every day.

To all veterans, thank you for your service.

🏈🐧Rockport Wealth Advisors was pleased to sponsor two Youngstown State University football games this season, providing ...
10/06/2025

🏈🐧Rockport Wealth Advisors was pleased to sponsor two Youngstown State University football games this season, providing an opportunity for our Youngstown-area clients and colleagues to enjoy time together while supporting the Penguins.

We value the strong relationships we’ve built within the Youngstown community and are proud to support YSU and its student-athletes.

We wish the team continued success throughout the remainder of the season!

Rockport Wealth Advisors is excited to share that our radio show has returned with a fresh new look and name!The show wi...
09/30/2025

Rockport Wealth Advisors is excited to share that our radio show has returned with a fresh new look and name!

The show will feature insights from Jon Arnold, Joe Kovach, CFP®, and Adam Stalnaker, CFP®, who will share their perspectives and expertise designed to help you make informed financial decisions.

Tune in to the Rockport Wealth Truth in Investing Show live on Mondays at 6 PM on 570 WKBN or listen to the replays on iHeartRadio: https://www.iheart.com/podcast/1248-rockport-wealth-truth-in-294461604/

Honoring Service: A Big Thank You to Our Sponsors and Golfers! We couldn't be prouder of the incredible success of the S...
08/17/2023

Honoring Service: A Big Thank You to Our Sponsors and Golfers!

We couldn't be prouder of the incredible success of the Salute to Service Golf Outing, a day filled with golf, camaraderie, and a shared commitment to supporting our veterans. 🇺🇸

A heartfelt THANK YOU goes out to our remarkable sponsors who made this event possible. Your unwavering dedication to our mission is inspiring, and your support is a testament to your commitment to honoring those who have served our nation. ❤️

A special shout-out to all the talented (and maybe not so talented) golfers who joined us on the greens. Your enthusiasm and sportsmanship made the day unforgettable. ⛳ Your participation directly contributed to the vital work of GallantFew and the National Veterans Memorial and Museum.

GallantFew's mission to empower veterans in their transition to civilian life, and the National Veterans Memorial and Museum's dedication to preserving and sharing our nation's military history, are causes close to our hearts. Through your generosity, we were able to make a real difference in the lives of veterans and their families.

As we reflect on the Salute to Service Golf Outing, let's carry the spirit of unity and support forward. Together, we can continue to uplift and honor those who have sacrificed so much for our freedom. Let's keep making a positive impact, even if it's just one swing at a time!

Army Ranger Tony Mayne speaks about the annual Salute to Service Golf Event. This charity event benefits veteran's group...
07/05/2023

Army Ranger Tony Mayne speaks about the annual Salute to Service Golf Event. This charity event benefits veteran's groups operating regionally and nationally.

Join us on August 14 at the Red Tail Golf Club in Avon, Ohio.

Learn more: https://hubs.la/Q01WKN0S0

Address

22730 Fairview Center Drive Suite 150
Fairview Park, OH
44126

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 5pm

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