Concord Office

9930 Johnnycake Ridge Rd., Ste. 2F, Concord, OH 44060

We are a dedicated team of professionals with a broad range of experience dedicated to providing support, knowledge, and informed direction to each and every client we serve.

Use the following link to schedule a meeting with Randall L. Bliss, CFP^®:

Randy's Meeting Scheduling Link

Click here to read the first articles in Randy's new blog, Retirement Bliss:

Randy's Blog: Retirement Bliss

Once you schedule an appointment,

Go ahead and update your risk score:

UPDATE MY RISK SCORE!

Randall L. Bliss, CFP®

Senior Partner

Randall L. Bliss, CFP^®

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:

CERTIFIED FINANCIAL PLANNER™ practitioner
Member of The Northeastern Ohio Financial Planning Association
Member of Financial Services Institute
Bachelor’s Degree in Accounting from The University of Akron
Named one of the "Top Wealth Managers in Cleveland, OH" by Cleveland Magazine (March '14)

Phone: (440) 299-8740

Randy's Meeting Scheduling Link

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E-mail: randy@blissfa.com

“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.

Kerry Bliss

Registered Associate

With over ten years in the financial services industry, Kerry uses her considerable talents in helping our clients and office support staff with all their needs. Kerry holds her Series 6, 7, 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.

Phone: (440) 299-8740

E-mail: kerry@blissfa.com

Please be advised that, presently, Kerry Bliss holds Series 6, 7, 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.

Check the background of this firm/advisor on FINRA’s BrokerCheck.