Beth Korth

With more than 25 years in the financial industry, Beth brings a broad range of experience to her work with clients, having served as a tax specialist, wealth management consultant, financial planner, and wealth advisor. That range gives her a complete view of a client’s financial life, from tax considerations to long-term planning.

A coach and mentor at heart, Beth finds nothing more rewarding than a great client meeting. She pairs technical knowledge with emotional intelligence and a genuine commitment to listening, building comprehensive financial plans designed around each client’s long-term goals. When life brings the unexpected, Beth is ready to help clients adjust the course of their plan and guide them through it so they can feel confident in the path ahead.

Beth holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) designations and is a member of the American Institute of CPAs. She graduated from Cleveland State University with a Bachelor of Business Administration in accounting.

Beth lives in Bay Village, Ohio. Outside of the office, she enjoys traveling, refinishing furniture, reading, kayaking, and spending time with her two daughters. Beth is a first-generation college graduate and draws on that experience in her work with College Now, where she mentors young adults, helping them determine the right path forward.