Western Reserve Capital Management, LLC

I'm Gage Paul, CFP®, and Co-founder of Western Reserve Capital Management, LLC, a fee-only financial planning firm serving established families and professionals across Northeast Ohio, with offices in Hudson, New Philadelphia, and Akron. We started this firm because we believed there was a better way to deliver financial advice, one built on transparency, trust, and your best interests rather than commissions or product sales. That belief still drives everything we do. My approach starts with a comprehensive, project-based financial plan, typically ranging from $2,500 to $4,000, giving you a clear, actionable roadmap without the pressure of an ongoing commitment. For clients who want continued support, we also offer ongoing wealth management on an AUM basis. Whether you're navigating a major financial transition, trying to optimize your tax situation, planning for retirement, or want a second opinion from someone who isn't trying to sell you something, we'd love to help. What you can expect when working with us: honest conversations, personalized strategies, and advice built around your life and goals, not a one-size-fits-all product.

James Sexton III is a CFP® with 29 years of industry experience. He is currently with Western Reserve Capital Management, LLC and has previously worked at Fsc Securities Corporation and Southland Equity Partners. Western Reserve Capital Management serves individuals, charitable organizations, and businesses with discretionary investment management and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and emphasizes written financial planning without commission-based compensation.