Columbus, OH Financial Advisors and Resources



Financial Advisor Firms in Columbus, OH


VAWTER FINANCIAL LTD

Website

(614) 451-1002

1161 Bethel Road
Suite 304
Columbus, OH 43220

SEC#: 801-112975
Years in Business: 3 years

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Website

(614) 816-2694

8700 Orion Place
Suite 100
Columbus, OH 43240

SEC#: 801-68695
Years in Business: 13 years

GRYPHON FINANCIAL PARTNERS

Website

(614) 929-2880

325 John H. Mcconnell Blvd.
Suite 425
Columbus, OH 43215

SEC#: 801-110583
Years in Business: 4 years

KEIDAN FINANCIAL CONSULTANTS LLC

Website

(614) 469-5003

400 South 5th Street
Suite 100
Columbus, OH 43215

SEC#: 801-57002
Years in Business: 21 years

HICKS CAPITAL MANAGEMENT, LLC

Website

(614) 944-5210

4200 Regent Street, Suite 200

Columbus, OH 43219

SEC#: 801-113560
Years in Business: 3 years

TSG ADVICE PARTNERS, LLC

Website

(614) 697-2750

349 W Nationwide Blvd

Columbus, OH 43215

SEC#: 801-117566
Years in Business: 1 years

SWS PARTNERS, LLC

Website

(614) 670-5733

985 North High Street
Suite 220
Columbus, OH 43201

SEC#: 801-107254
Years in Business: 5 years

WINDSOR ADVISORY GROUP, LLC

Website

(614) 545-0300

300 Marconi Blvd.
Suite 304
Columbus, OH 43215

SEC#: 801-61372
Years in Business: 19 years

TRINITY FINANCIAL ADVISORS LLC

Website

(614) 848-7667

760 Communications Parkway
Suite 200
Columbus, OH 43214

SEC#: 801-81196
Years in Business: 6 years


How Retirement-Friendly is Columbus, OH?

  • Population: 878,553
  • % of Population 62 Years and Over: 13%
  • Average Home Value: $157,100
  • Average Monthly Housing Cost: $1,013
  • Average Household Income: $69,315
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)


Columbus, OH Financial Advisor FAQs

Ask for an advisor's educational background, review the types of investments they specialize in, understand how they charge their clients, and find out if there are any conflicts of interest.
There is no typical pricing schedule because it can vary from service to service and person to person for a variety of reasons including but not limited to geographic location and experience.
Finding the right financial advisor is about finding an advisor who you can trust. Look for advisors that are members of the Financial Planning Association, Certified Financial Planners, or Chartered Life Underwriters.
Depending on the size of the client's portfolio, financial advisors may design portfolios by selecting securities based on risk- tolerance, return-seeking capacity, and their clients' goals. They also invest client funds in mutual fund or other investments.