The Best Financial Advisors in Columbus.

Address: 1801 Watermark Drive Suite 300 Columbus, OH 43215

Phone: 614-481-6900

Website: https://www.b-r-r.com/

Our vision was to create a unique, proactive approach to wealth management that would assist high net worth clients in achieving their goals and objectives. Our greatest compliment comes from the numerous referrals provided by our existing clients, some of whom have been with us for more than 30 years. Our greatest compliment comes from the numerous referrals provided by our existing clients, some of whom have been with us for more than 30 years. As a fee-only firm, we have removed many of the conflicts of interest that can arise when associates are paid by commissions on the products and services they recommend. Simply put, we feel this fee-only, fiduciary approach is the only way to deliver objective advice to our clients, who have complex financial needs. The team at Budros, Ruhlin & Roe believes in the importance of giving back. Our firm and individual team members are engaged participants in creating good for the community in which we live, work, and play. Our involvement in local causes and organizations helps us develop a deeper connection with the people around us. Awards and public recognition, while gratifying, are not what drive us. We are motivated most by the knowledge that we act in our clients' best interests, always. Their success is, for us, the highest achievement possible. That said, we are honored to have been recognized by many of the top financial industry organizations and publications. It's essential to provide women with the tools and knowledge they need to achieve their goals. With approximately half of our client base being managed by women advisors, our focus on female leadership is apparent. Budros, Ruhlin & Roe established a firm goal to enhance our reputation as a woman-friendly wealth management firm among clients, peer firms, and members of our community. Budros, Ruhlin & Roe is Columbus’ leading fee-only, wealth management firm with a long-standing commitment to diversity and inclusion. There are two annual scholarships available to college students interested in a career in finance.

Address: 4400 N. High Street, Suite 201 Columbus, OH 43214

Phone: 614-210-3948

Website: https://www.northavenuefa.com/

We believe that being a fiduciary should be the standard, not the pinnacle for financial advisors. See how we go beyond the typical expectations of an independent advisor. Our Flat-Fee pricing is simple and transparent. Comprehensive financial planning services with ongoing access to your advisor throughout the year, all for one flat fee. And, because we are compensated exclusively by our clients, never earning commissions of any kind for product sales or referrals, you can trust your best interests are our sole priority. Unlike most firms that may offer basic tax planning services, we understand the tax consequences of your various income sources, investments, and small business. With tax specialists on staff, we are able to handle even the most complex tax situations. PLUS, we take care of our clients' annual personal tax preparation. As a true one-stop shop, NorthAvenue is with you through every phase of the financial planning process and implementation: investment strategy & asset management, retirement, taxes, insurance, estate planning, education, cash flow, unique circumstances, and more. We make sure you always have the guidance and support needed to make the best decisions for your future. At the end of the day, we want to make our community, and the world, a better place, focusing our actions toward the greater good. We are proud to live our values in and out of the office. Supportive You will face many difficult financial decisions in life, and we will be there every step of the way providing patience, understanding and encouragement. Respectful Every client is unique. At NorthAvenue we celebrate all forms of diversity, believing that honesty and respect are cornerstones of any relationship. Charitable Understanding that we are part of a bigger picture and that real success is more than just a healthy bottom line, we aspire to affect lasting change beyond the walls of our office. In addition to providing our clients with exceptional financial planning, we are passionate about philanthropy, travel, culture, family, friends, and so much more. Get to know all about the NorthAvenue team, check out their credentials and learn more about who they are and what they like to do when they are away from work.

Address: PDS Planning, Inc.475 Metro Pl S, Suite 460 Dublin, OH 43017

Phone: 614-481-8449

Website: https://www.pdsplanning.com/

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. Not all fiduciaries are created equal. Today, many firms tout “fee-only” in their marketing. But when you take a closer look, you find hidden fees and compensation models that may expose you to unnecessary risk or remove real dollars from your portfolio. At PDS, we believe in giving you truly objective advice—without excess. We work with people from all walks of life—including single women, dual-income households, established executives, business owners, the retiring, and retirees. At PDS, we understand there are real dollars, yours, and real emotions tied to the decisions ahead of you. From stock options to investment opportunities to tuition planning for your children, it’s likely you have several questions regarding the decisions you face to achieve your goals. Let us work with you to build a financial plan that accomplishes your goals.

Address: 7965 North High Street, #350 Columbus, OH 43235-8446

Phone: 614-885-1115

Website: https://www.summitfin.com/

What we get to do for you—is weighty. We’re mapping futures and retirements and legacies. And the joy and pride and peace that come with it. And so, we’d love to profoundly get to know you-and your history, hopes, and dreams. It’s the details that show who you are and the future you want to have. And that’s where we want to take you. We’re direct and transparent. The right thing is the only thing. We return your calls immediately. And for all Wealth Management clients, we offer to do four planning meetings a year, not one or two. We don’t take a commission. Creating a map where only your motives matter helps make sure the best decisions are made. We’re not just investment planning. Quite often, we’re “everything” planning. We are a solution for any of your personal or business financial dilemmas, and we have a specific expert in-house for each. We have two professionals on your account, not just one. And always a mix of a regarded expert and a bright prodigy. So that the core of your team will be here for as long as you are. And incredibly important to us—we demand a low ratio of clients to advisors. We serve the elite. And thus, you deserve an elite level of attention.

Address: 1093 Fishinger Road Columbus, OH 43221

Phone: 614-545-0277

Website: https://rosswealthadvisors.com/

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ross Wealth Advisors and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investment Advisory Services offered through Ross Wealth Advisors, LLC, a registered investment advisor in the State of Ohio. Insurance products and services are offered through Ross Wealth Advisors, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Address: 7676 Slate Ridge Blvd Reynoldsburg, OH 43068 United States

Phone: 614-861-7055

Website: https://www.heischmanfs.com/

At Heischman Financial in Reynoldsburg, OH, we are committed to going above and beyond the call of duty in helping you achieve your retirement goals for yourself, your family, and your business. Turn to us when you need excellent strategies for asset accumulation, preservation, and transfer. Heischman Financial offers a full spectrum of investment planning and guidance. We can help you if you are seeking a better lifestyle throughout your life, from your working years and into retirement. We have helped thousands of individuals and couples at all economic levels in central OH so they can enjoy a stress-free retirement. Our team has assisted them using a balanced approach to asset management, which includes both risk and safety. Whether you have a nest egg of $5 million or $50,000, we can help make sure that your money goes to work. We do this so retirement can bring you the leisure and peace of mind you deserve. Happy Couple And Mature Consultant Discussing Together As independent financial professionals, we give advice and deliver services such as the Social Security maximization report. These are parts of the bigger-picture aspect of a retirement plan, which we will design with you best interest at heart. Trust us to tailor that plan to your individual vision of retirement. Jon Heischman Sr. is fortunate to have his son practicing with him. Jon Jr. has been working beside him for more than 15 years. As a financial professional licensed to sell and manage securities, Jon Jr. can counsel clients with a large appetite for risk. He can also evaluate the risk aspect of stocks or 401(k) assets. In addition, Heischman Financial can help its clients' by providing access to a CPA and an estate-planning attorney educated in elder law. Working with Heischman Financial will provide you the opportunity to create a complete retirement plan. When you partner with Heischman Financial, you will get continuity of care. As a father-and-son team, we will help you deploy your retirement money properly between the safe places and the risk places, without being biased as to which products we are recommending.

Address: 941 Chatham Lane, Suite 212, Columbus, Ohio 43221

Phone: 614-457-7026

Website: https://www.waller.com/#

Our firm has evolved over time, but our culture remains the same. Our core principles are integrity, service, trust and dedication. Our team-based approach provides advice and insight gained from decades of experience. Whether it is through wealth, knowledge, or time, our staff and clients strive to embrace and enhance the lives of those around us. Waller Financial Planning Group is an investment advisory firm dedicated in assisting clients pursue their desired Lifestyle & Legacy through holistic financial structure and long-term counsel. Our team-based collaborative approach provides clients with decades of expertise, our independence fosters objectivity and our passion is demonstrated by exemplary service. It is with great pleasure and responsibility to serve as our client’s trusted advisor. Given the developing situation of COVID-19, we have made a few adjustments on how we are conducting business. Jason Farris discusses how we are maintaining the health of our clients, staff and their families. “We share and utilize the 100 plus years of experience that we collectively have versus the 10, 15, or 20 years of experience that the individual has.”

Address: Columbus 1070 Polaris Pkwy Ste 130 Columbus, OH 43240-4039

Phone: 614-823-8660

Website: https://www.ameripriseadvisors.com/team/capstone-wealth-advisors/

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with us, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. - Retirement Planning Strategies - Investment Management - Executive Compensation and Benefit Strategies - Retirement Income Strategies - Divorce Financial Planning - Charitable Giving - Social Security Retirement Benefits - Insurance - Retirement Plan Distribution - Business Retirement Plans - Small Business - Saving for Education - Wealth Preservation Strategies

Address: 50 West Broad Street Suite 1130 Columbus, OH 43215

Phone: 614-365-9103

Website: https://www.johnsoninv.com/locations/columbus

When you come to Johnson, we know you are entrusting us with your most valuable assets. As one of the largest independent advisory firms in the country, the Johnson team is fully committed to this responsibility. Our diversified, high-quality investment strategies and wealth management services are designed to set you on a path for long-term success. Through it all, we want you to know: a Johnson advisor is a partner for life. INTEGRATED SERVICES Your experience with Johnson will be truly customized — we offer the full-scope of wealth management services to serve your unique needs. EMPLOYEE-OWNED There are no external shareholders at Johnson. We are employee-owned and solely focused on our clients. CONTINUITY OF SERVICE Our employees stay with us for decades and often their entire careers, building trust and lasting partnerships with our clients. HIGHLY CREDENTIALED Our advisors hold respected industry credentials such as the Chartered Financial Analyst® (CFA®) designation, or the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. To learn more about each designation, please click on the links highlighted in this text. FIDUCIARY SINCE OUR FOUNDING Johnson Investment Counsel is an independent Registered Investment Advisor (RIA) regulated by the Securities and Exchange Commission. As a RIA, we are legally bound by the fiduciary standard of care, which requires an advisor to act solely in the client’s best interest when offering personalized financial advice. To learn more about RIAs, click here.

Address:

Phone: 888-988-6621

Website: https://www.planningretirements.com/services/financial-advisors/ohio/columbus/

Our team of independent advisors servicing Columbus, OH have the knowledge and experience to help you achieve your personal goals. We provide Financial Advice near Columbus, and we have been providing service for clients surrounding Akron, Brunswick, Canton, Cincinnati, Cleveland, Columbus, Dayton, Elyria, Fairlawn, Mansfield, Medina, Northwest Akron, Parma, Strongsville, Toledo, Wallhaven, Warren, Youngstown. Financial Advisors servicing Columbus Specialize in: Focusing on investments, pensions, social security, tax, and estate planning for Columbus residents. From active portfolios to mutual funds, IRAs, 401ks and more. Come tax season, these advisors are in your corner, navigating the tax code with ease in Columbus. Your long-term partner, helping you through every stage of your finances from the moment you meet all the way through your retirement. When searching for a Columbus financial advisor, it is also highly imperative to know how this professional is being compensated. Keep in mind that there are many different ways that a financial advisor can be paid. So, take the time to figure out if the financial advisor is charging an hourly fee, asset-based fee, or being paid based on commission. An asset-based firm and financial advisor is the recommended and safest way to go. When a Columbus financial advisor is paid based on commission, they may not always have the client’s best interest at heart. They are salespeople first and foremost, selling you services that you may or may not need. Having the wrong financial products and services can both drain your finances and keep you from reaching your dreams. However, an asset-based advisor will always have the client’s best interest in mind when laying out a financial plan. Their number one goal is to make sure you, the client, achieve financial peace. Their goals are your goals. Your concerns are their concerns. You are the priority, not selling a product to make a commission. These are just a few of the many ways on how to locate a financial advisor servicing Columbus. Once you find a good financial advisor, take full advantage of the services they offer. If you are in need of a financial advisor now or in the near future, contact The Retirement Planning Group today to schedule an appointment with one of their professionals.