Find a Financial Planner in Westerville, OH

 

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We Only Work With The Best Westerville 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 Westerville, OH


  • Financial Advisor Close to Westerville, 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 Westerville Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Westerville area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Westerville offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
23.3% of Westerville's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Westerville area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
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 Westerville area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Westerville area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Westerville area who determine what breaks are available to you to minimize your tax payments. 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 Westerville 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Westerville area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 39,877
  • % of Population 62 Years and Over: 23.3%
  • Average Home Value: $242,000
  • Average Monthly Housing Cost: $1,366
  • Average Household Income: $107,373
  • 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 Westerville, OH


WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Website

(614) 591-4515

579 Executive Campus
Suite 375
Westerville, OH 43082

SEC#: 801-113924
Years in Business: 2 years

YARGER WEALTH STRATEGIES, LLC

Website

(614) 882-2954

140 Dorchester Square S.
Suite B
Westerville, OH 43081

SEC#: 801-119409
Years in Business: 0 years

SHAFFER CAPITAL

Website

(614) 891-1200

550 Polaris Parkway
Suite 130
Westerville, OH 43082

SEC#: 801-119045
Years in Business: 1 years

CENTRICITY WEALTH MANAGEMENT, LLC

Website

(614) 392-5155

515 Executive Campus Drive
Suite 100
Westerville, OH 43802

SEC#: 801-77519
Years in Business: 8 years

SWISHER FINANCIAL CONCEPTS, INC.

Website

(614) 890-1930

612 Office Parkway
Suite B
Westerville, OH 43082

SEC#: 801-115211
Years in Business: 2 years

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

Website

(614) 741-7600

5150 E. Dublin-Granville Road
Suite One
Westerville, OH 43081

SEC#: 801-72370
Years in Business: 10 years