Gage Paul, CFP®, RICP®, EA
Fiduciary Financial Advisors Serving Northeast Ohio | Fee-Only
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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 Optimization
- 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
- Fee Only 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
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