Gage Paul, CFP®, RICP®, EA
Fiduciary Financial Advisors Serving Northeast Ohio | Fee-Only
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Fiduciary Financial Advisors Serving Northeast Ohio | Fee-Only
Areas of Focus
- Education Funding
- Estate Planning
- Inherited Wealth
- Investment Management
- Retirement Planning
- Social Security
- Tax-Smart Distribution Planning
About Gage Paul, CFP®, RICP®, EA
Hi, I'm Gage.As a financial advisor at Western Reserve Capital Management, LLC, I help individuals, families, and businesses cut through the noise and complexity of financial planning to build clear, actionable strategies for their futures.
I believe money is a tool, not the goal itself. My role is to help you understand how to use that tool effectively so you can focus on what truly matters: your family, your goals, and the life you want to build.
A Collaborative Approach
Effective financial planning isn't something I do to you, it's something we do together. I take the time to understand your unique story, goals, and concerns, then work alongside you to develop strategies that bring clarity and confidence to your financial decisions.
This process is built on trust, transparency, and open communication. I'm here to listen first, then guide you toward solutions that actually fit your life.
Fee-Only Fiduciary
As a fee-only financial advisor, I'm paid directly by my clients, never by commissions or product sales. I'm a fiduciary, which is a legal and ethical commitment to put your needs first, every time. No conflicts of interest. No hidden agendas. Just straightforward guidance you can trust.
Education and Accreditations
With 8 years of experience in the financial industry, I've developed deep expertise in investment management, tax planning, and retirement income strategies, three areas that often make or break a financial plan.
I'm committed to ongoing education and professional development because the financial world doesn't stand still, and neither should the advice you receive.
I hold a Bachelor of Science in Business Administration from the University of Akron (2017), with a specialization in Financial Planning and Services. I've also earned:
▪️ ENROLLED AGENT (EA) designation with the IRS (2018)—giving me the authority to represent clients before the IRS and specialized knowledge in tax planning
▪️ CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner designation (2019)—the gold standard in comprehensive financial planning
▪️ RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) designation (2019)—focused specifically on helping clients turn their savings into sustainable retirement income
▪️ Passed Series 7, Series 65, and Ohio Insurance exams
Professional Memberships
I'm a member of the National Association of Personal Financial Advisors (NAPFA), XY Planning Network, and Fee-Only Network, organizations that hold their members to the highest standards of fiduciary care and professional excellence.
These memberships keep me connected to the latest industry research, best practices, and a community of advisors who share my commitment to putting clients first.
Personal Life
Outside the office, you'll find me in the gym strength training, on the trails hiking or mountain biking, or at home with my wife, Rose, and our three kids, Amara, Kai, and Jensen.
I'm a lifelong learner who's always reading, exploring new ideas, and looking for better ways to serve my clients. Whether it's a new tax strategy or a better way to explain a complex concept, I'm constantly working to improve my craft.
Let's Connect
If you're looking for a financial partner who will actually listen, give you honest advice, and help you build a plan that works for your life, not just your portfolio, I'd like to hear from you.
Let's start a conversation about where you are, where you want to go, and how we can get you there together.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Retirement Income Certified Professional (RICP)
Affiliations
- CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
102 First Street, Suite 208, Hudson, OH 44663
Additional Locations
📍 114 E High Ave, New Philadelphia, Ohio 44663
📍 3465 South Arlington Road Suite A, Akron, Ohio 44312
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free, 15-minute discovery call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Western Reserve Capital Management
At Western Reserve Capital Management, we provide objective financial planning, investment management, and retirement strategies to individuals and families across Summit, Stark, and Tuscarawas Counties, and throughout Northeast Ohio.Why Choose Western Reserve Capital Management
✔️ Fee-Only
Fee-only advisors do not sell financial products for a commission. They are only compensated by the client.
✔️ Fiduciary
Fiduciary responsibility is an ethical obligation for the advisor to always place the interest of the client ahead of their own.
✔️ Certified Financial Planner®
CFP® certification ensures your advisor is highly trained and committed to serving in the clients’ best interests.
Who We Are
We are independent CFP® professionals committed to your best interests in Northeast Ohio.
We are confident that our team-based approach enables us to deliver the highest level of service. By leveraging the collective expertise and diverse perspectives of our experienced professionals, we strive to provide innovative and comprehensive solutions to every financial challenge you may face.
The Extended Team Behind Our Firm
While we’ve intentionally kept our firm small to deliver exceptional personalized service, we’ve strategically cultivated a network of experts who augment our capabilities. This network allows us to tap into a depth and breadth of knowledge that rivals larger firms, ensuring you receive comprehensive guidance and support.
Ready For Retirement?
If you are within 5 years of retirement, we can help you answer the question, “Can I Afford to Retire?” We can sit down with you to explore if you are prepared for retirement. We can also help create a plan forward to meet your retirement goals and dreams.
Education
The University of Akron, Bachelor's degree, Financial Planning and Services
Hobbies and Interests
- Cycling
- Family
- Hiking
- Softball
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
