Skylight Financial Group

Skylight Financial Group

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Financial Planning Firm with offices in Cleveland, Cincinnati, Dublin, and Toledo, Ohio. Our priority is the best interest of our clients.

At Skylight Financial Group our goal is to provide integrated financial planning services that help our clients reach their financial objectives. We accomplish this through our comprehensive financial planning process that begins with a clear understanding of your financial goals. Reaching your financial goals starts with making good decision, including whom to trust for guidance. The financial professionals at Skylight listen to your needs and create individual solutions to help meet them.

06/11/2026

Every summer brings new faces, fresh ideas, and talented individuals eager to learn, grow, and ask great questions.

We're excited to welcome our 2026 Summer Interns to Skylight! 👋

One of our favorite parts of the internship program is watching connections form across the firm. Whether it's learning from advisors, collaborating with team members, or simply getting a behind-the-scenes look at our industry, there's always something new to discover.

We're thrilled to have you with us and can't wait to see what this summer brings.

Welcome to the team! ✨

06/05/2026

Please join us in recognizing Kathy Barnes for 25 years with Skylight Financial Group! Milestones like this reflect the dedication, relationships, and impact that help shape our culture. Thank you, Kathy, for being an important part of our story!🎉

Photos from Skylight Financial Group's post 05/28/2026

We’re proud to share that our Managing Partner, Paul Fox, has been recognized as a 2026 Gold Community Service Award recipient by the MassMutual Foundation.

In honor of Paul’s volunteer leadership and impact, the MassMutual Foundation awarded a $10,000 donation to The Cleveland Project Northern Ireland (The Cleveland Project), an organization dedicated to expanding opportunity through education, mentorship and sport for young people in Cleveland and Northern Ireland. 🌍🏀

For Paul, this mission is deeply personal.

Having grown up in Belfast, Northern Ireland, during a period of conflict, Paul experienced firsthand how division can shape communities. When longtime friend and The Cleveland Project founder Shane Donnelly launched an initiative centered around bringing young people together through basketball, Paul immediately connected with the purpose behind it.

“When young people learn, compete and grow alongside one another, barriers begin to break down in meaningful ways. That is what makes The Cleveland Project so powerful.”

The Cleveland Project uses sport and education to foster mentorship, cultural exchange and leadership development among young athletes, helping create connection and opportunity across communities on both sides of the Atlantic. 🤝

Congratulations, Paul, on this well-deserved recognition and for the lasting impact you continue to make!

Learn more about The Cleveland Project: www.clevelandproject.com

05/28/2026

Discover what truly sets us apart at Skylight Financial Group. Here, you’ll find the freedom and flexibility to build your business your way with our unwavering support behind you. See why so many advisors choose us as their home for growth and success here: https://bit.ly/3QaqRwp

05/25/2026

Today we honor the service, sacrifice, and courage of the heroes who gave their lives for our country. Thank you to those who served and the families who continue to carry their legacy forward.

Photos from Skylight Financial Group's post 05/20/2026

Nothing better than a day at the ballpark⚾

Thank you to MassMutual Ascend for hosting a fun outing to see the Cleveland Guardians last week! Experiences like these are a great reminder that culture is built not only through the work we do, but through the relationships and memories we create along the way.

05/18/2026

Please join us in recognizing Derek Weisend for 15 years with Skylight Financial Group! Milestones like this reflect the dedication, relationships, and impact that help shape our culture. Thank you, Derek, for being an important part of our story. Congratulations! 🎉

Photos from Skylight Financial Group's post 05/16/2026

Honoring 175 years of impact, growth, and commitment to those we serve. Thank you, MassMutual, for a legacy worth celebrating. 🎉

Photos from Skylight Financial Group's post 05/15/2026

A little Awards Gala throwback because this night was too good not to revisit. ✨

While planning ahead for 2027, we found ourselves looking back at all the memories from February’s 1920s-themed celebration. We’re already counting down the days until we can bring everyone together again for another unforgettable evening during a very exciting year for our firm!

05/13/2026

We’re celebrating David Mercer and his 1-year anniversary with Skylight!

Thank you for all you’ve brought to the team in your first year. We’re excited to continue growing together. Congrats, Dave! 🎉

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Address


1956 Carter Road, Suite 200
Cleveland, OH
44113

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm