Find a Financial Advisor in Worthington, OH

 

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

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We Only Work With The Best Worthington 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 Worthington, OH


  • Financial Advisor Close to Worthington, 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 Worthington, 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 Worthington, OH

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

  • Population: 14,621
  • % of Population 62 Years and Over: 26.3%
  • Average Home Value: $288,800
  • Average Monthly Housing Cost: $1,472
  • Average Household Income: $133,796
  • 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 Worthington, OH

 

SHORE MORGAN YOUNG WEALTH STRATEGIES

Website

(614) 888-2117

300 West Wilson Bridge Road
Suite #310
Worthington, OH 43085

SEC#: 801-114104
Years in Business: 3 years

PFS INVESTMENTS INC.

Website

(614) 540-3810

438 E. Wilson Bridge Rd.
Suite 100
Worthington, OH 43085

SEC#: 801-72263
Years in Business: 10 years

PFS INVESTMENTS INC.

Website

(614) 540-3810

438 E. Wilson Bridge Rd
Suite 100-B
Worthington, OH 43085

SEC#: 801-72263
Years in Business: 10 years

FSC SECURITIES CORPORATION

Website

(614) 431-4328

300 West Wilson Bridge Road
Suite 320 - A
Worthington, OH 43085

SEC#: 801-42017
Years in Business: 29 years

SECURITIES AMERICA ADVISORS, INC.

Website

(614) 431-4331

300 W Wilson Bridge Rd
Ste 300
Worthington, OH 43085

SEC#: 801-45628
Years in Business: 27 years

CAPITAL ANALYSTS, LLC

Website

(614) 888-2117

300 W. Wilson Bridge Road
Suite 310
Worthington, OH 43085

SEC#: 801-74614
Years in Business: 9 years

THE HUNTINGTON INVESTMENT COMPANY

Website

(614) 480-0385

Worthington Main
800 North High Street
Worthington, OH 43085

SEC#: 801-58015
Years in Business: 21 years

THE HUNTINGTON INVESTMENT COMPANY

Website

(614) 480-0385

Worthington Main
800 North High Street
Worthington, OH 43085

SEC#: 801-58015
Years in Business: 21 years

THE HUNTINGTON INVESTMENT COMPANY

Website

(614) 480-0385

Worthington Main
800 North High Street
Worthington, OH 43085

SEC#: 801-58015
Years in Business: 21 years

 


Worthington, OH Financial Advisor FAQs

Financial advisors provide financial guidance to their clients. They research current risks, develop long-term plans, and monitor portfolios.
Talk with your financial advisor about how their services work at the firm where they're employed. Ask them if there are any hidden fees or anything that may come out of pocket unless you ask first. Find out if they offer one-on-one meetings in person or over the phone to talk through questions you might have (like paying off debt). What's the difference between a registered investment advisor (RIA) and a broker?
Yes. A financial advisor can help you stay on track with your investment and retirement planning, provide the right annuities to protect you and your heirs from unforeseen future changes in laws or circumstances, and consistently monitor all of these accounts for potential risks.
Financial advisors range in their rates and fees, but an average fee should be about $500-$600 for each hour of advising.