Find a Financial Advisor in New Albany, OH

 

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

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We Only Work With The Best New Albany 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in New Albany, OH


  • Financial Advisor Close to New Albany, 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

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

We evaluated over 13,000 RIA firms to bring you the best of the best New Albany financial advisors.
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How Retirement-Friendly is New Albany, OH?

  • Population: 10,925
  • % of Population 62 Years and Over: 10%
  • Average Home Value: $519,600
  • Average Monthly Housing Cost: $3,058
  • Average Household Income: $266,098
  • 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 New Albany, OH

 

VELA INVESTMENT MANAGEMENT, LLC

Website

(614) 562-5286

220 Market Street Suite 208

New Albany, OH 43054

SEC#: 801-119022
Years in Business: 1 years

HUNTER CAPITAL LIMITED PARTNERSHIP

Website

(614) 289-1590

29 S. High Street
Suite A
New Albany, OH 43054

SEC#: 801-114574
Years in Business: 2 years

COLUMBUS INVESTMENT ADVISORY INC.

Website

(614) 882-1418

68 North High Street
Building C
New Albany, OH 43054

SEC#: 801-51052
Years in Business: 25 years

CHANGE PATH LLC

Website

(614) 855-5700

106 E Main Street

New Albany, OH 43054

SEC#: 801-106677
Years in Business: 6 years

STRATOS WEALTH ADVISORS LLC

Website

(614) 705-6398

1155 Sleeping Meadow Drive

New Albany, OH 43054

SEC#: 801-108211
Years in Business: 5 years

CHANGE PATH LLC

Website

(614) 855-5700

106 E Main Street

New Albany, OH 43054

SEC#: 801-106677
Years in Business: 6 years

STRATOS WEALTH ADVISORS LLC

Website

(614) 705-6398

1155 Sleeping Meadow Drive

New Albany, OH 43054

SEC#: 801-108211
Years in Business: 5 years

STRATOS WEALTH ADVISORS LLC

Website

(614) 705-6398

1155 Sleeping Meadow Drive

New Albany, OH 43054

SEC#: 801-108211
Years in Business: 5 years

STRATOS WEALTH ADVISORS LLC

Website

(614) 705-6398

1155 Sleeping Meadow Drive

New Albany, OH 43054

SEC#: 801-108211
Years in Business: 5 years

 


New Albany, OH Financial Advisor FAQs

Yes, you do. It is important to consult with a qualified financial advisor before making any kind of investment decision.
A financial advisor's job is to advise clients on financial matters such as taxes, investments and retirement plans.
There are different fee structures that financial advisors can offer. One common fee structure is to charge a percentage of the assets the advisor manages. Other popular fees include hourly-rate charges or flat rates for certain tasks like asset allocation advice or estate planning advice--depending on the client's situation.
When choosing an advisor, it is important not to forget the importance of finding someone you can trust.