Beth M. Korth, CPA/PFS, CFP^®

WEALTH ADVISOR

Beth Korth is a CERTIFIED FINANCIAL PLANNER^® professional, Personal Financial Specialist, and Certified Public Accountant who has been advising families and implementing wealth strategies for more than 20 years. As a Wealth Advisor, she helps our clients achieve their financial goals.

Most recently, Beth served as a Senior Financial Planner for high-net-worth families, corporate executives, physicians, and retirees at Key Private Bank. Prior to Key Bank, Beth worked in wealth management for PNC Bank and UBS Financial Services.

Beth’s career in the financial services industry began in 1995 as an intern with Chess Financial Corp in Pepper Pike, OH. While there, she simultaneously studied for her B.B.A in Accounting from Cleveland State University, eventually graduating Cum Laude in March of 1998. After graduation, Beth began working as a Tax Specialist for KPMG, and eventually expanded into the Wealth Management sector with Gries Financial in 1999, followed by McDonald Investments in 2003.

In her free time, Beth enjoys volunteering as a mentor for College Now, a non-profit that provides advice to middle school, high school, and adult students to help them earn a college degree. She has also served as a board member of the Estate Planning Council of Cleveland and Kendal at Home, which provides living and long-term care options to seniors.

She lives in Bay Village with her two daughters and in her free time enjoys reading, refinishing furniture, kayaking, and traveling.