Sometimes, Even Your Financial Plan Needs a Checkup
Independent financial planning and retirement solutions for businesses and individuals, built around real relationships, clear advice, and what matters most to you.
Financial Planning Built on Trust, Not Templates
At Allied Wealth Planners (AWP), we believe you deserve more than a one-size-fits-all approach.
Our team of financial advisors is here to help you gain clarity, build connections, and feel confident in every financial decision. Whether you're seeking guidance on tax strategies, risk management, or long-term planning, we create financial plans rooted in what works for you, not just what works for us.
As an independent wealth management firm, we aren’t tied to corporate products or sales quotas. Our only agenda is helping you feel confident in your decisions. And when things get complex, we connect you with our trusted network of legal, payroll, healthcare, and tax planning experts.
Who We Serve
We work with individuals and families seeking tailored financial advice, as well as business owners needing strategic planning.
Businesses
We partner with small to midsize businesses looking to strengthen their retirement plans, benefits, and financial systems. Whether you're setting up a 401(k), managing income tax obligations, or exploring group insurance options, we make the process simple so you can stay focused on running your business.
Individuals and Families
We work with people who want clarity and confidence in their financial decisions. Whether you're preparing for retirement, navigating a major life event, or reviewing your personal finance strategy, we offer financial planning services designed to reflect your goals and grow with you.
We Do Things Differently, On Purpose
People First
You're not an account. You're a person with goals, questions, and a story—and we treat you that way.
Real Relationships
No handoffs. No scripts. Just direct access to a financial planner who knows your story and has your back.
Tailored Planning
We don’t follow a formula. Every recommendation is grounded in what works best for you, not what’s easiest to sell.
Trusted Network
From CPAs to healthcare and legal partners, we connect you with people we trust to support your bigger picture.
Financial Expertise for Business Owners
Running a business is hard enough. Managing benefits, retirement plans, and compliance should not make it harder.
We help business owners streamline financial planning with clarity, efficiency, and professional support. Whether you're launching a start-up 401(k), reviewing your group plan, or exploring HSA and tax strategies, we guide you through the income, tax, and legal implications with confidence.
Start-up 401(k)
SIMPLE IRA
Existing Group 401(k)
SEP IRA
Solo 401(k)
HSA
529 Educational Accounts
Real Financial Planning for Real Life
Your financial plan shouldn’t feel like it came from a template.
We work with individuals and families to build tailored strategies based on your personal finance goals, life stages, and evolving priorities. From investment management and retirement income to annuities and life insurance, we help you grow and protect your wealth through thoughtful planning that supports you now and in the future.
Roth IRA
Life Insurance
Brokerage Accounts
Annuities
Custodial Investment Accounts
Long-Term Care Insurance
529 Educational Accounts
Retirement Planning Without the Guesswork
Your retirement plan should be an asset, not a headache. At AWP, our wealth management team helps businesses and self-employed individuals set up cost-effective and compliant retirement plans with clear guidance every step of the way.
You’ll have direct access to a Financial Advisor and a trusted third-party administrator—plus smart plan design, hands-on support, and help managing fiduciary responsibilities, compliance, and employee education.
Start-Up 401(k) for Small Businesses
A simple, affordable plan built for businesses launching a 401(k) for the first time. Easy to manage and designed for growing teams of up to 1,000 employees.
401(k) Plans for Businesses
Designed for businesses with existing plans of $250,000 or more. These retirement plans offer flexibility, clarity, and cost-effective solutions tailored to your team’s needs.
SIMPLE IRA for Small Employers
A cost-effective retirement solution for small businesses. This plan offers valuable benefits for your team with minimal administrative effort.
SEP IRA for Freelancers & Small Business Owners
A straightforward retirement plan that’s easy to set up and maintain. Ideal for self-employed professionals or small teams looking for flexibility and tax advantages.
Solo 401(k) for Self-Employed Individuals
A high-impact savings option for independent earners. This plan offers control, flexibility, and higher contribution limits to help you build your future with confidence.
Personal Retirement Accounts (IRAs)
Flexible retirement plans tailored to your individual needs. A great option if you’re starting to save or want to build long-term security on your own terms.
More Than an Advisor.
A True Financial Ally.
When you work with AWP, you get more than a financial advisor. You gain access to a network of experienced professionals who understand the value of long-term wealth management. From CPAs and healthcare brokers to legal and tax planning partners, we help protect your assets, support your financial plan, and simplify your next decision.
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How We Support You Every Step of the Way
At Allied Wealth Planners, your financial well-being is our priority. We are committed to making sure you understand every step of your financial journey.
Hands-on, one-on-one relationships
Straightforward advice backed by experience
Tailored plans for your business or personal finance goals
A commitment to clarity, consistency, and trust
Meet Your Trusted Financial Partners
Our team at Allied Wealth Planners provides personalized financial guidance to help you achieve your goals with confidence.
“My philosophy has always been, you put people first, money comes later.”
Scott Zurawski
Founder and Financial Advisor
After nearly a decade at a national firm managing over 850 clients and significant assets under management, Scott left to found Allied Wealth Planners and create something more personal. His approach is rooted in trust, clear advice, and doing what’s best for each client. Based in Solon, Ohio, Scott stays active in the community and serves on multiple local boards. He works closely with business owners, families, and individuals to design smart, realistic wealth management strategies with long-term impact.
Mason Lefoer
Office Administrator
Mason joined AWP after completing his undergraduate degree at John Carroll University in 2024. As office administrator, he keeps daily operations running smoothly by coordinating schedules, welcoming clients, and supporting the team. Whether it's answering questions, solving scheduling puzzles, or offering a warm welcome, his approach is rooted in professionalism, kindness, and a focus on what’s best for the client. Mason is a non-registered associated person of Cetera Wealth Services LLC.
FAQs
What People Really Want to Know
Yes. Our team provides more than basic investment advice. We offer comprehensive financial planning that includes guidance on cash management, risk management, debt, and tax-related strategies. We also help clients evaluate options like life insurance, alternative investments, and socially responsible investing. Our mission is to build long-term portfolios that align with your financial goals and values.
AWP operates on a transparent, fee-based model. Depending on your needs, compensation may be based on assets under management, flat fees, or commission for specific products. We’ll review this in full during your consultation.
We are committed to acting in your best interest. Our advisors meet the highest standards of professionalism and pursue continuing education or additional financial advisor certifications to better support your evolving needs.
Getting started is simple. You can schedule a complimentary consultation where we’ll discuss your financial goals, current income, and asset structure, and any specific needs you have. Whether you're planning for private equity, managing student loans, or navigating the alternative minimum tax, this meeting helps us understand where you are today and how we can support your long-term wealth management strategy.
We don’t have a minimum investment amount. We frequently work with clients in earlier stages of building wealth, including those navigating debt, student loans, or growing their pension savings. We focus on financial education, clear planning, and helping you gain the knowledge needed to make empowered decisions.
Most clients meet with us at least twice per year. We are also available anytime throughout the year to address any updates to your portfolio, questions about income planning, shifts in tax regulations, or changes related to pension contributions or equity positions. Our priority is to keep your strategy current and aligned with your goals at every stage.
Still have questions?
We're here to help you.
Trusted Providers, Vetted for You
When it comes to your financial future, trust matters. While AWP remains fully independent, we work with and believe in some of the most respected names in the industry. These providers are listed here to give you helpful context, reliable research, and insight into the broader financial landscape.
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Let’s Get to Work
No matter where you are in your financial journey, we’re here to help you move forward with confidence. Start the conversation today!
Grow with a Firm That Puts People First
We’re building something different at AWP—a place where relationships come first, independence is valued, and clients aren’t just numbers. If you’re a financial professional who cares more about doing what’s right than selling what’s easy, we’d love to hear from you.