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Trusted Financial Advisor • Cleveland, Ohio

Protect Your Financial Future

Retirement planning, life insurance, business advisory, and personal financial coaching for Cleveland families and professionals. Get a personalized financial plan with transparent pricing. No pressure, just clarity.

Ron Ray Maxwell consulting with clients
Cleveland Based
Serving all of Ohio
20+ Years Experience
Since 2005
Fiduciary Standard
Your interests first
Families Served
Trusted advisor
The Questions That Keep You Up at Night

Are You Prepared?

What happens to your family if you can't work?

Disability is more likely than death before age 65. Without proper protection, a sudden illness or injury could devastate your family's finances.

Are you on track for retirement?

Most people have no idea if their 401(k) is properly invested or if they're saving enough. Don't leave your retirement to chance.

Do you have an exit strategy for your business?

Most business owners have no succession plan. When the time comes to exit, they're unprepared and leave money on the table.

How We Help

Comprehensive Financial Protection

Four focused service areas designed to protect what matters most—your family, your wealth, your business, and your legacy.

Protection Planning

Protect your income and family with life insurance, disability coverage, and long-term care planning tailored to medical professionals, engineers, and parents.

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Wealth Management

Build and protect your wealth with retirement planning, 401(k) optimization, and investment advisory designed for professionals and executives.

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Business Advisory

Secure your business future with succession planning, exit strategy development, and benefits design for business owners and executives.

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Estate & Personal Advisory

Your financial quarterback for life planning, estate readiness, and ongoing coaching. Get clarity, structure, and guidance across all financial decisions.

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Simple Process

How It Works

A streamlined process that respects your time and gets you results fast.

1

Tell Us Your Goals

Complete a brief questionnaire so we understand what you need—protection, wealth building, or business planning.

2

Share Your Details

Fill out our detailed factfinder so Ron can prepare a personalized analysis before your call.

3

Get Your Plan

Receive a comprehensive, personalized plan with specific recommendations tailored to your situation.

4

Implement Together

Meet with Ron to review your plan and implement your strategy with ongoing support.

Get Started
Meet Your Advisor

Ron Ray Maxwell

Ron Ray Maxwell - Financial Advisor

Founder, The Protection Pro

Born and raised in Brook Park, I'm a true Cleveland native who graduated from Midpark High School and earned my Finance degree from Cleveland State University while working full-time. Since 2003, I've dedicated my career to helping Ohio families and business owners protect what matters most.

As a proud father of three—two daughters and a son—my faith and family are at the center of everything I do. When I'm not helping clients, you'll find me singing with church worship teams, playing guitar, exploring the Metroparks, or cheering on Cleveland sports. I started The Protection Pro because everyone deserves honest, straightforward advice without the pressure.

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Client Success Stories

What Our Clients Say

"Ron took the time to explain everything in terms I could understand. For the first time, I feel confident about my family's financial future. His transparent pricing was refreshing—no surprises or hidden fees."

Sarah
Medical Professional, Cleveland

"As a business owner, I needed someone who understood both my personal and business needs. Ron helped me create a succession plan I never knew I needed. Highly recommend."

John
Business Owner, Medina

"I was worried my 401(k) wasn't set up right. Ron analyzed everything and showed me exactly how to optimize my investments. The process was easy and I now know I'm on track for retirement."

Michael
Engineer, Brook Park
Got Questions?

Frequently Asked Questions

A financial planner in Cleveland, Ohio helps you create a comprehensive strategy for your money—covering protection planning (life insurance, disability insurance), wealth management (retirement planning, 401(k) optimization), and business advisory services. At The Protection Pro, Ron Maxwell works as a fiduciary advisor, meaning every recommendation is in your best interest, not driven by commissions.
Financial planning costs in Ohio vary widely. Many advisors charge 1% of assets under management, which can add up to thousands per year. At The Protection Pro, we use transparent flat-fee pricing—$750 for a Foundational Plan and $1,800/year for an Ongoing Partnership—so you know exactly what you're paying regardless of your account size.
Yes—having a 401(k) is a great start, but most people aren't maximizing it. A financial advisor reviews your fund selections, contribution strategy, and overall retirement readiness. Many Ohio professionals discover they're in high-fee funds or missing tax-saving opportunities like Roth conversions and backdoor Roth strategies. We also identify gaps in life insurance and disability coverage that a 401(k) alone can't solve.
A comprehensive financial plan should cover retirement projections, insurance needs analysis (life, disability, long-term care), investment strategy, tax optimization, and estate planning basics. At The Protection Pro, our Foundational Plan includes all of these areas plus a personalized recommendations document and implementation guidance—covering protection planning, wealth management, and business advisory based on your specific situation.
Absolutely. The Protection Pro serves clients throughout Ohio—Cleveland, Columbus, Cincinnati, Akron, Toledo, and everywhere in between—via secure video meetings. Most of our clients prefer virtual consultations because they're more convenient and just as effective. You get the same personalized financial planning without the commute.
A fiduciary financial advisor is legally required to act in your best interest—not push products that earn them commissions. Ask directly: "Are you a fiduciary at all times?" At The Protection Pro, Ron Maxwell operates as a fiduciary advisor with transparent flat-fee pricing. There are no hidden fees, no pressure to buy products, and no obligation after your consultation.

Ready to Protect Your Financial Future?

Get a personalized plan tailored to your goals. Transparent pricing, no pressure—just clarity on your path to financial security.