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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.


Schedule a Meeting with us!


Once you schedule an appointment,

Go ahead and update your risk score:


Update My Risk Score!


Or, 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


Randall L. Bliss, CFP® Photo
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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. 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)

(440) 299-8740

Randy's Meeting Scheduling Link

Then take a Riskalyze Assesment to Update your Risk Score with us : Update My Risk Score!

randall.bliss@pesmail.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 Photo
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Kerry Bliss

Operations Manager to Randy Bliss

With nearly 10 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, 63, and 65 licenses as well as her Ohio Life & Accident insurance license.  Kerry's responsibilities include assisting with day-to-day office operations, as well as preparation for client review meetings.

 (440) 299-8740 x103

kbliss@pesmail.com

Benjamin A. Simerly Photo
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Benjamin A. Simerly

Client Relations Specialist to Randy Bliss

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) 772-0879

bsimerly@pesmail.com


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.

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