Expertise.com

2024

Last updated:

Best Financial Advisors in Columbus

Our Recommended Top 3

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Columbus Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

49Reviewed

30Curated

3Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

5900 River Road, Columbus, GA 31904

Expertise.com Rating

Why choose this provider?

Brookstone Wealth Management provides financial planning services for clients in Columbus and its surrounding cities. It assists clients in creating custom short-term and long-term financial plans, providing retirement, college savings, insurance, tax, and estate planning services. Furthermore, the firm offers investment management services. Brookstone Wealth Management is a woman-led firm founded by Tami W. McDonald. She holds more than three decades of experience in the finance and investing industry and a Certificate of Masters of Women's Advisory.

  • Retirement Planning
  • Certified Financial Planner (CFP)

6001 River Road, Columbus, GA 31904

Expertise.com Rating

Why choose this provider?

Greatmark Investment Partners, Inc. is an SEC-registered investment advisor based in Columbus that helps clients in reviewing their financial assets, investment portfolios, and debts. Additionally, the financial professionals assist clients with retirement plans, long-term health plans, college funding, as well as care plans for parents and in-laws. Co-owner Jeffrey G. Adams is a CFA and CFP professional who has spent 20 years of his profession at his former advisory firm before relaunching it as Greatmark Investment Partners in 2007.

  • Certified Financial Planner (CFP)

3901 Glenn Road, Columbus, GA 31909

Why choose this provider?

Founded in 1981, Longview Wealth Management is a personal wealth management firm with an office in Columbus. The company has a team of financial advisors who serve clients in all stages of life, whether they are going to college, starting a family, or planning for retirement. Its advisors also help individuals who are interested in building their investment portfolios. As fiduciaries, they provide unbiased and objective financial advice. The firm is committed to helping transform clients' lives through wealth management.

  • Certified Financial Planner (CFP)

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Is hiring a financial advisor in Columbus worth it?

    If you have significant assets, you stand to lose more if you do not plan your finances well, and hiring a financial advisor in Columbus can simplify the planning for you. Financial advisors can aid you in strategizing better ways to grow your money, making the right financial decision, and reducing liabilities such as taxes. Their financial insights can guide you in navigating life events like having a baby, getting married or filing for divorce, and saving for retirement.

  • In Columbus, are there differences between a financial planner and an advisor?

    Financial advisors focus more on managing investments while planners have a more comprehensive approach to finances. Planners generally aim their attention at the whole process, starting from goal assessment and plan creation to implementation and plan maintenance. Advisors, on the other hand, are more likely going to offer more concentrated financial guidance to their clients in Columbus.

  • What is a Saver's Credit and how does it affect individual retirement accounts in Columbus?

    When a person in Columbus makes an eligible contribution to their individual retirement account, they may qualify for a tax credit, called Saver's Credit, of up to $1,000. The benefits also apply to employer-sponsored retirement plans. To qualify for the benefit, the individual must be 18 years or older, not a student, and not a dependent on someone else's tax return.

  • Is the Columbus economy good for investments?

    Columbus has a lower unemployment rate compared to the national average of 5.3% versus 6.0%. The growth of its job market has increased over the last year by around 2%. It also has several large employers such as TSYS, Aflac, and Synovus Financial Corporation. However, the average income of residents per year is lower than the national average at $23,209 compared to $28,555. Its average income and sales tax rates are also higher than those of the nation.

  • Can you recover your investment in Columbus if your broker-dealer has gone bankrupt?

    If your broker-dealer has gone bankrupt, you may be able to file a claim and get protection from the Securities Investor Protection Corporation. Visit their website to check if your broker-dealer is in the liquidation process. You can also check the website for the claims process. If your Columbus investment account has been transferred to another brokerage, you still need to file a claim to get protection from the law.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.