The Best Financial Advisors in Columbus

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Columbus Financial Advisor

Abel Financial Strategies

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we’ll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.

Other Services for Financial Advice

Educational Funding Plans – Coverdell Education Savings Accounts
and Section 529 Plans
Insurance Analysis and Planning
Pension maximization strategies
Planning For Minimum Distributions From Qualified Plans and IRAs
Qualified Plan and 401K Rollovers
Stock Option Planning
Long Term Care Insurance

3130 Winding Woods Drive Powell

Alexander Financial Planning

Financial life planning is about discovering, planning, and living your life story.

We work with you to understand your money mindset, identifying what you value most in life
so your life story meshes with your financial plan.

Protecting your assets

We ensure that the assets you worked for are supported and safe.

Providing for loved ones

We help make sure those close to you are part of your financial plan.

Planning for the future

We offer strategies that plan for today, tomorrow and into the future.

A fresh take on financial life planning.

Many fee-only advisors approach personal financial planning strictly by the numbers – budgets, net worth, insurance, investment returns, and taxes.

We agree that numbers do matter, but they are there to support and serve you, not the other way around.

Our unique approach flips the script and places your story at the forefront, allowing us to build a customized plan with your goals and aspirations as our guide.

1621 W. First Avenue Columbus

Ascend Advisory Group

Our investment and planning professionals are backed by a superior team of client service specialists who offer individual service and attention. At Ascend, you can expect:

Professionals who listen to your needs, understand your specific goals, and recommend objective, well thought out wealth management strategies
Investments and other financial solutions directed toward your personal wealth management goals and objectives
A wealth management plan that is designed to navigate through turbulent markets with responsible diversification* of assets to help manage risk
Regular updates and proactive communications on the progress of your investments and your plan
Support from a team that is dedicated to earning and maintaining your confidence, satisfaction and trust
Coordination of recommendations with your attorney, accountant and other professional advisors

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

6760 Perimeter Drive, Dublin

Betzel Wealth Advisors

At Betzel Wealth Advisors, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. Betzel Wealth Advisors are proud to be independent financial professionals.

The Betzel Wealth Advisors Core

Educate
Power of Education
Enlighten
Service Driven for YOU
Empower

Our 4-Step Process

Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what your retirement goals are.

Strategy

The primary objective of this stage is to develop together an effective, long-term retirement strategy that is custom tailored to the individual needs of each client. We will educate you about the various planning opportunities and you will educate us about what options are best for you and your family. Our goal is to empower you to make informed decisions that are in alignment with who you are and what your long term financial goals are.

Implementation

The primary objective of this phase is to successfully implement your retirement strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Coaching

Creating and implementing a plan is only the beginning. Every day we are bombarded with news and messages designed to confuse, intimidate, and scare. Rarely do we operate at our optimal level consistently. This is why we consider COACHING to be the missing “peace” to your financial strategy.

81 Mill Street Suite 300 Gahanna

CMP Financial Planning

CMP Financial Planning is a Columbus, Ohio based fee-only firm that specializes in financial planning, investment management, and retirement planning to help clients build, manage, grow and protect their assets through life’s transitions.

We provide financial planning that puts you in charge of your financial life, giving you a game plan for your family’s wealth.

Since 2002, we’ve provided comprehensive financial planning for our clients. Our goal is to help our clients to become financially empowered to live out their visions. To us, financial planning involves working together. We start by listening and discovering what’s important to you, so we understand your dreams and your situation and can then help create a realistic pathway to realizing your dreams. We think of it as creating and executing a game plan for your life.

During the planning process we will discuss your goals and all aspects of your financial life, such as your retirement, business planning, college planning, special-needs family members, charitable giving, investment accounts, insurance, estate planning, taxes and more. We’ll help you plan for your retirement by running projections, analyzing your pension and retirement accounts, and establishing efficient retirement plan distributions to make your retirement last as long as you need it to.

We help simplify complicated situations, often coordinating with your preferred professionals and recommending other financial professionals including, CPAs, tax and estate attorneys. Often, we’ll reorganize and reposition our clients’ assets to make them work more efficiently for them, taking into account factors such as short- and long-term needs, as well as tax and business planning. We’ll review your financial situation in depth, and analyze and summarize what we’ve discussed before making any recommendations. To make sure you are on track to meet your goals, we’ll meet with you regularly and to revise your plan accordingly as your life circumstances change. We build logical, thoughtful and rational plans, creating a financial framework to support the life you’d like to live. Because life always changes in unexpected ways, and we want you to have a foundation that prepares you for whatever may arise.

Columbus, OH 43220

Codrea Financial Services

Our mission is to help you make smart financial decisions based on integrity, trust and a system catered to your individual needs.

Managing your wealth can be overwhelming. When you are apprehensive about your financial well-being, we will provide realistic advice to help provide you with financial guidance. We thrive on giving you confidence about your financial future by implementing a plan of action to help pursue your goals.

By working together as a team, we will develop a plan, guide you through life’s biggest decisions and ensure you sustain the necessary income while employed, through retirement and beyond. As your primary financial advisor, we envision that Codrea Financial Services will become the first call you make regarding decisions about your money.

OUR COMPANY
Codrea Financial Services was founded with the goal of assisting clients in every aspect of their financial lives. As an LPL Financial Advisor, I can help clients pursue their financial goals by providing comprehensive financial planning services. Every financial plan is tailored to each client’s unique personal and financial situation, and the products and services that I recommend reflect those individual goals.

Our Commitment
I truly believe that financial planning is a collaborative process that evolves over time, so I make it a priority to keep an open line of communication with clients and meet with them on a regular basis to make sure we are on track to meet their goals. I am affiliated with LPL Financial as a Financial Advisor, which means I can offer clients access to a multitude of financial products while providing objective advice.

141 West Schrock Road Westerville

Gianola Financial Planning

We are a fee-only financial planning firm specializing in comprehensive services for middle-income clients. We believe high quality, objective advice should be available to middle America and not just to the wealthy. Our clients range from young individuals and families who are just getting started to retirees who are managing their nest eggs. Our clients also include widowed and divorced individuals and non-traditional couples.

Financial Planning

We assist our client to set attainable short-term and long-term goals based on their vision for lifetime success and happiness. We advise on any topics related to your finances including but not limited to college planning, student loans, new home purchase, employee benefits and small business planning.

Retirement and Cash Flow Projection

We analyze your cash flow, savings and goals to determine income and expenses in retirement. We run projections for multiple scenarios to consider various retirement options and lifestyle choices. We discuss Social Security strategies and Medicare options to help you make informed decisions. When appropriate, we assist with downsizing your primary home and navigating Retirement Community options.

2094 Tremont Center, Suite 4 Columbus

Gryphon Financial Partners

Gryphon Financial Partners is a wealth management firm in Columbus and Cincinnati, Ohio, serving the needs of families, businesses, executives, and individuals for over 20 years. Our team’s focus is being a trusted resource for all aspects of wealth – from strategic asset allocation and detailed cash flow planning to tax-efficient wealth transfer strategies and comprehensive financial planning. Contact us today to set up a working session to discuss our approach and your objectives.

Our business model is grounded in our passion for guiding clients through life’s planned and unplanned transitions. The services we specialize in include managing the sale of a family business, navigating retirement and issues in legacy planning, and truly serving in whatever financial advisory role for which we are needed. Whatever the transition, we work with you to help make it a successful one.

Financial Planning

Guidance in establishing long-term goals, forecasting future needs and expenses, and creating a plan for achieving them across generations.

More Services

Asset Allocation
Risk Management
Lending
Philanthropy
Wealth Transfer
Succession Planning
Business Exit Planning
Family Office Services

325 John H. McConnell Blvd

Kensington Wealth Partners

Build a strong financial foundation with flexible, easy-to-implement actions that target your specific challenges and goals

Our Philosophy

Our nationally recognized financial planning and investment management team is focused on building and maintaining a personal relationship with you, and providing you with full accountability from every member of our staff. We’re centrally based in Columbus, Ohio with clients in 26 states and major cities including Chicago, New York, Boston, Washington D.C, Nashville and Columbus. A team of credentialed, financial strategists along with skilled, responsive support from operational and administrative professionals will serve you. Our staff is united by a single goal: To help you make the most of your income and assets, and make the most of your life.

What’s your plan?

Invest in yourself. You’ve worked hard to get to where you are today. You have an idea of where you’d like to be, but need some guidance, a GPS, in navigating your way to living your best life.

Let’s partner to assess your current financial situation and identify actions needed to achieve your goals. Then build a strategy to get you to your destination—your ideal plan.

7650 Rivers Edge Drive, Suite 240 Columbus

PDS Planning

We believe that financial planning should be personal, thoughtful, and pragmatic.

As fee-only financial planners in Columbus, Ohio, we are paid only by you for the work we perform on your behalf. This allows us to act as true fiduciaries to do what is right for you.

While many firms only provide due diligence or push you into products that pay them a commission, we get to know you. We listen to your goals. We research available options and consider the factors that affect you. We provide sound advice, without jargon, to help you achieve your goals. And we stay in touch, because life inevitably affects even the best laid plans.

At PDS, we know that a financial plan evolves with you. Our team is dedicated to working with you each step of the way.

Our approach revolves around your goals and how we can help you accomplish your vision for the future. So we get to know you through casual yet informative conversations, uncomplicated meetings, and personal care that goes beyond the dollars and cents of your finances.

We Listen
We want to understand your specific financial goals and the personal impact they have in your life.

We Research
Unlike large brokerages or robo-advisors, we never operate on autopilot. We consider many options as we build your unique financial plan.

We Recommend
We believe better guidance leads to better decisions. We help you navigate uncertainty to make the right choice for you.

We Support
We don’t just create financial plans, we build relationships and provide personalized care to every client.

475 Metro Pl S, Suite 460 Dublin

The Best Financial Advisors in Columbus

Let us help you find the best financial advisor for your needs.

Other Services for Financial Advice

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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