Laurels
Best Financial
Advisors in
Columbus
2017

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Columbus, OH.

ReviewedCuratedTop Picks19312320

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

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(614) 499-1201

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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(614) 538-1600

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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(855) 752-6644

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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(614) 784-6000

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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(614) 472-4510

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Budros, Ruhlin & Roe

Budros, Ruhlin & Roe is a wealth management firm in Columbus. The company serves as a fiduciary to clients and manages more than $1 billion of their assets, and it focuses on building solid relationships that transcend generations. Budros, Ruhlin & Roe is an independently owned establishment that operates on fee-only terms, and it is a recipient of numerous industry awards and distinctions.

Columbus, OH(614) 481-6900

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Cardinal Financial Advisers

Cardinal Financial Advisers is a consulting firm in Columbus that helps clients set goals for their economic well-being, and then attain these. The owner holds a Certified Financial Planner designation, and he is an Accredited Estate Planner with the National Association of Estate Planners and Councils. Cardinal Financial Advisers has the license to sell insurance in Ohio.

Columbus, OH(614) 457-3450

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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(614) 487-1244

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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(614) 452-8185

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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(614) 717-9705

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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(614) 340-0770

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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(614) 273-1000

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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(614) 431-4311

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Legacy Wealth Partners

Legacy Wealth Partners is a provider of “secure retirement solutions” in Dublin. The team offers customized services that address each client’s concerns, and some of the focus areas are asset protection and estate preservation. Legacy Wealth Partners gives away an eBook about making sound financial decisions, and it does not charge for the initial consultation.

Dublin, OH(614) 336-7660

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PDS Planning

PDS Planning is a financial advisor in Columbus that has been part of the community since 1985. The company helps people eliminate the stress that comes with designing and implementing the road map to economic well-being, and the team provides health and unbiased advice based on the clients’ goals and requirements. PDS Planning is an independently owned registered investment adviser that has no affiliation with any broker, bank, or insurance carrier, and it serves Ohio and 23 other states.

Columbus, OH(614) 481-8449

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Personal Financial Advisors

Personal Financial Advisors is a registered investment adviser in Pickerington that has been part of the community since 1998. The firm is a fee-only establishment that does not force clients to buy products from the company or its partners, and the owner has more than 25 years of industry experience and holds a Certified Financial Planner designation. Personal Financial Advisors caters to people and organizations throughout Ohio, and it also serves those in jurisdictions that allow the team’s services.

Pickerington, OH(614) 837-7000

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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(877) 547-3235

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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(614) 890-1930

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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(614) 848-7667

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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(614) 457-7026

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