Find a Financial Advisor in Westerville, OH

 

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We did the hard work of finding trustworthy partners 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 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 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

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: 3 years

YARGER WEALTH STRATEGIES, LLC

Website

(614) 882-2954

140 Dorchester Square S.
Suite B
Westerville, OH 43081

SEC#: 801-119409
Years in Business: 1 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

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

600 North Cleveland Avenue
Suite 140
Westerville, OH 43082

SEC#: 801-69271
Years in Business: 13 years

CHURCHILL MANAGEMENT CORP

Website

(617) 512-2066

470 Olde Worthington Rd.
Suite 200
Westerville, OH 43082

SEC#: 801-4211
Years in Business: 54 years

SOUDERS FINANCIAL ADVISORS, LLC

Website

(614) 839-4062

570 Polaris Parkway
Suite 125B
Westerville, OH 43082

SEC#: 801-113263
Years in Business: 3 years

 


Westerville, OH Financial Advisor FAQs

Especially if you have a complex financial situation, a financial advisor can help sort out things for you. They can find opportunities for tax protection, maximization of investments, savings, and retirement plans.
A financial advisor is trained to identify where you are in terms of your personal finances, what you want out of life, and how to get there.
One option is to contact your local Chamber of Commerce and ask for a referral. You may also want to speak with some of the financial advisors in town, see what they have to offer, and then make an informed decision from there.
Ask them how they keep themselves updated with the latest market trends. From here, you will be able to see how well-informed they are about their products, services, and their job as a whole.