9930 Johnnycake Ridge Rd., Ste. 2F, Concord, OH 44060
Once you schedule an appointment,
Go ahead and update your risk score:
Or, use the following link to schedule a meeting with Randall L. Bliss, CFP®:
Click here to read the first articles in Randy's new blog, Retirement Bliss:
Randy is a Senior Partner at HB Wealth Advisors. He has been successfully advising individuals and businesses in Northeast Ohio for over 25 years. Working as a trusted advisor, he has developed a unique consultative approach to wealth management, which helps people to develop a plan to obtain their financial goals. Randy has methodically built his practice by researching and keeping current on the latest financial trends and innovations. He has a comprehensive knowledge of Qualified Retirement Plans, Retirement Distribution strategies, Estate and Investment Planning Alternatives. A lifelong resident of Northeast Ohio Randy is an avid golfer and also enjoys hiking and pickleball. He and his wife Kerry are proud parents of two grown sons.
His qualifications include:
(440) 299-8740
Randy's Meeting Scheduling Link
Then take a Riskalyze Assesment to Update your Risk Score with us : Update My Risk Score!
“I am looking to meet with people who value a trusting relationship with a competent financial professional capable of assisting them in building and protecting their wealth.”
Please be advised that, presently, Randall L. Bliss holds Series 4, 7, 24, 52, 53, 63 and 66 licenses in OH, AL, CA, FL, IL, MT, NM, NY, PA, SC, TX, VA, and WV. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Randall L. Bliss before proceeding further.
With over ten years in the financial services industry, Kerry uses her considerable talents in helping our client's and office support staff with all their needs. Kerry holds her Series 6, 63, and 65 licenses, as well as her Ohio Life & Accident insurance license. She attended Miami University and Cleveland State University, earning her bachelor's degree in political science.
As a proud native of Northeast Ohio, Kerry takes on a number of leadership roles in the local community. Most notably, she is on the board of the United Way of Lake County and takes an active role in Leadership Lake County and the Lake County YMCA's largest fundraiser, the YMCA Dream House and Dream Car projects.
In her spare time, Kerry enjoys hiking, golfing, and playing pickleball with her friends and family. Best of all, Kerry and her husband, Randy relish spending time with their two grown sons, Curtis and Colin.
(440) 299-8740
Please be advised that, presently, Kerry Bliss holds a Series 6, 63. and 65 licenses in OH and CA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Kerry Bliss before proceeding further.
Ben joined HB Wealth Advisors in 2019 after moving back to Ohio from Washington, D.C.
A proud Cleveland native and Eagle Scout, Ben earned his Bachelors degree from Bowling Green State University with dual-specializations in Finance and Personal Financial Planning.
Raised by a corporate exec turned business professor Mother and a Father in international business and Veteran of the United States Air Force, Ben was raised on finances, duty, and discipline from birth.
Coming from an extended family with a long history in business ownership, Ben spent his childhood alongside his Grandfather analyzing Value Line Investment stock research and helping keep his Grandfathers small business accounting books.
By age seven, Ben was buying his school supplies and growing his accounts by selling Organic produce and candy door to door in NE, Ohio, long before Organic anything was considered “hip.”
Oh, and he grew the produce himself…
With extensive experience in small and medium-size business operations, including growing & starting company operations in multiple states, countries, and two continents, as well as having owned his own IT and technology consulting businesses, Ben is no stranger to the challenges of both business and personal finances.
Ben has come home to Cleveland to bring his lifelong love of financial planning full swing in helping families, and small businesses pursue their dreams.
Ben holds the Series 7 and Series 66 licenses, and is currently pursuing the Certified Financial Planner (CFP®) certification.
(440) 589-7700
Please be advised that, presently, Benjamin A. Simerly holds a Series 7 and 66 licenses in OH and CA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly before proceeding further.
Harvey brings over 45 years of experience to the HB Wealth Advisors team. As a financial advisor, Harvey specializes in life insurance, disability insurance, long term care insurance and investment products. In addition to his wealth of experience and years of building relationships with his many clients, Harvey also generously gives back to the community he loves. He is currently Board Chair of the Jewish Family Services Association, a Trustee for the Center of Cognitive Recovery, and a Board Trustee for InMotion.
His financial services qualifications include:
(216) 245-6830
"Using my years of experience and expert knowledge of a variety of insurance solutions, such as life, disability and/or long term care insurance, I truly enjoy serving the diverse need of both individuals and business owners. I think of it as a holistic approach to insurance planning."