Find a Financial Planner in Columbus, OH

 

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We did the hard work of finding trustworthy partners in Columbus, OH.

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We Only Work With The Best Columbus Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Columbus, OH


  • Financial Advisor Close to Columbus, OH

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Columbus Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Columbus area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Columbus can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
13.0% of Columbus's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Columbus area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Columbus area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Columbus area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Columbus area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Ohio has unique laws defining which actions trigger a taxable event and has the 16th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Columbus area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Columbus area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Columbus, OH


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Columbus, OH

We evaluated over 13,000 RIA firms to bring you the best of the best Columbus financial advisors.
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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.)


The Top 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: 3 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: 2 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: 18 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

COLLABORATIVE FINANCIAL PARTNERS LLC

Website

(614) 799-2900

2875 West Dublin Granville Rd

Columbus, OH 43235

SEC#: 801-111094
Years in Business: 3 years