Best Financial Advisors in Columbus

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 192 122 19

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Abel Financial Strategies

Abel Financial Strategies is a provider of wealth management and asset protection solutions in Powell. The firm helps individuals and institutions with their retirement and estate planning needs, and it offers a range of “professional fee-based investment advisory services.” Abel Financial Strategies attributes its success to the team’s ability to build and maintain solid client relationships based on mutual trust.

Powell, OH 43065


Alexander Financial Planning

Alexander Financial Planning helps their clients to create a pathway for financial independence and personal fulfillment. As an independent, fee-only Registered Investment Advisory firm, AFPI provides personal financial planning and investment management to individuals and families. Located in Grandview Hts., a suburb of Columbus, AFPI was established 20 years ago. The owner is a Certified Financial Planner, holds a Masters in Financial Planning and is completing her designation as a Certified Financial Transitionist. AFPI employs a team approach to guide their clients and to help their clients co-create their financial path. They also share valuable resources on their website, one being a video about life transitions.

Columbus, OH 43212


Artifex Financial Group

Artifex Financial Group is a consultancy in Dublin that caters to individuals and families. The company helps people attain economic security and a bright future, and it is a fee-only establishment that does not force clients to buy any securities or financial products for a commission. Artifex Financial Group offers a no-cost, obligation-free initial consultation, and its website contains interesting articles.

Dublin, OH 43017


Ascend Advisory Group

Ascend Advisory Group is a provider of wealth management and asset protection solutions in Dublin. The company is an independent firm that helps people plan and attain a financially secure future, and the client types include medical professionals, professional athletes, entrepreneurs, and landowners. Ascend Advisory Group shares free resources through its website, and some of the services are income analysis and executive benefits assistance.

Dublin, OH 43016


Betzel Wealth Advisors

Betzel Wealth Advisors is a registered investment advisor in Gahanna. The firm upholds a fiduciary standard of care, and the team commits to providing clients with “a sane and intelligent approach” to protecting their assets and creating wealth. Betzel Wealth Advisors gives away copies of “The Markowitz Efficient Frontier” report through its website, and it offers a free consultation.

Gahanna, OH 43230


Charles Parkham

Charles Parkham is a financial advisor serving individuals and businesses in Columbus. He is passionate about helping clients prepare for their futures so that they can retire in their own time. Parkham also advises business owners on how to protect their legacies. He offers financial advice on retirement plans, life insurance plans, annuity, and 401K/IRA contributions. Parkham acquired his degree in Economics from the Ohio State University, where he co-founded an organization that offered helped inner-city youths with their college education.

5600 Paul Blazer Parkway
Dublin, OH 43017


CMP Financial Planning

CMP Financial Planning is an investment advisor in Columbus. The company helps clients “create a clear pathway” to their economically sound future, and it caters to small business owners, dental professionals, retirees, and families with special needs. CMP Financial Planning is a fee-only service, and it abides by its fiduciary oath.

Columbus, OH 43220


Codrea Financial Services

Codrea Financial Services is a provider of wealth management strategies in Westerville. The team tailors the plans to the goals and specifications of individuals, families, and institutions, and the client types include people just starting to manage their portfolio and those who have already attained success in life. Codrea Financial Services has the license to operate throughout Ohio and 13 other states, as well as Washington D.C.

Westerville, OH 43081


Everhart Advisors

Everhart Advisors is an independent investment consulting firm in Dublin. The company guides corporate executives and other individuals through their journey to an economically sound future, and it gives corporations research-backed recommendations on planning for their employees’ retirement. Everhart Advisors does not suggest or pitch products to clients, and its areas of focus include fiduciary protection, investment due diligence, education planning, and wealth preservation.

Dublin, OH 43017


Gianola Financial Planning

Gianola Financial Planning is a fee-only consulting firm in Columbus that works with middle-income individuals and families. The owner is a registered investment adviser, who holds a Certified Financial Planner designation, and her team includes a financial planner with an MBA and an analyst with an accountancy degree. Gianola Financial Planning has another office in Springfield.

Columbus, OH 43221


Gryphon Financial Partners

Gryphon Financial Partners, established in 2014, is a group of financial advisors serving the needs of individuals throughout the Columbus, Ohio, metro area. This fee-only wealth management firm manages a portfolio of over $1 billion in assets and strives to protect and safeguard the business equity, retirement assets, and personal wealth of its clients. It focuses on financial planning, asset allocation, wealth transfer, succession planning, philanthropy planning, and risk management.

325 John H Mcconnell Blvd STE 425
Columbus, OH 43215


Hamilton Capital Management

Hamilton Capital Management is a registered investment adviser in Columbus. The company caters to individuals, families, and institutions, and the areas of focus include 401k plans, wealth preservation, and fiduciary services. Hamilton Capital Management is a recipient of various industry honors and distinctions, and it operates on fee-only terms to protect the best interests of clients.

Columbus, OH 43220


Kensington Wealth Partners

Kensington Wealth Partners is a financial advisor in Columbus. The firm offers analysis and design services, as well as products, which aim to bring financial success to clients, and it has the license to sell securities in Ohio and several other states. Kensington Wealth Partners encourages individuals and families to check the credentials of their planners through the Financial Industry Regulatory Authority’s BrokerCheck platform.

Columbus, OH 43235


Rebel Financial

Rebel Financial is a provider of asset protection and wealth management solutions in Columbus. The company caters to individuals and families seeking economic security and independence, as well as preparedness for any eventualities, and the leadership holds a Certified Financial Planner designation. Rebel Financial is a member of the National Association of Personal Financial Advisors and Financial Planning Association, and it operates on fee-only terms to protect the best interests of clients. The team gives a 30-day free trial.

Columbus, OH 43230


Swisher Financial Concepts

Swisher Financial Concepts is a wealth management consulting firm in Westerville that clients have trusted since 1984. The company helps individuals and small businesses address their retirement and estate planning concerns, and the team offers personalized services and customized road maps to economic well-being. Swisher Financial Concepts serves Ohio and other parts of the United States.

Westerville, OH 43082


Trinity Financial Advisors

Trinity Financial Advisors is a fee-only consultancy in Worthington that takes integrity, discipline, and excellence as its core values. The firm caters to individuals and families seeking to secure their financial future, and some of the services are retirement and cash flow planning, investment and portfolio management, and charitable giving strategy recommendation. Trinity Financial Advisors holds a Certified Financial Planner designation, and it has an affiliation with several industry organizations.

Worthington, OH 43085


Waller Financial Planning Group

Waller Financial Planning Group is a consultancy in Columbus. The team caters to individuals and families, and it helps them develop a strategy to protect their assets and look forward to a bright future. Waller Financial Planning Group offers a complimentary consultation.

Columbus, OH 43221


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