Peter P. DeVito, CPA, CFP ®


Peter DeVito is a Certified Public Accountant and Certified Financial Planner™ with over 25 years of wealth management experience. As an Advisor, Peter provides comprehensive financial planning and investment services to clients and their families. His skills includes income tax, estate, retirement, cash flow planning, asset allocation analysis, executive stock option strategies, charitable and family wealth transfer planning.

Peter graduated from The Ohio State University with a B.S.B.A in Accounting. He earned his Certified Financial Planner™ (CFP®) designation from the College of Financial Planning, and began his career at Ernst & Young in Cleveland. Before joining the practice in 2005, Peter was a Client Tax Executive at McCormack Advisors International, a former division of IMG. He is a
member of the American Institute of CPAs, the Ohio Society of CPAs and the Financial Planning Association. Peter serves on the Board of Trustees and Finance Committee for Merrick House and is a volunteer Cleveland Diocese CYO coach.

He resides in Olmsted Falls, Ohio, with his wife Beth and three sons. In addition to playing golf and enjoying outdoor activities with his boys, his family fosters rescue dogs.

Peter DeVito