Best Financial Advisors in Columbus

Adaptation Financial provides financial advice to individuals and businesses in Columbus. It specializes in asset protection to help its clients secure their money and properties from market losses. It also develops strategies for long-term care, tax minimization, retirement income, and estate planning. In addition, its team guides clients in generating supplemental income for retirement by offering wealth accumulation services. Adaptation Financial also handles life insurance, probate, and tax planning. Its owner, Mike Eischen, has been in the industry since 1985.

Bluestone Wealth Partners is a financial planning firm dedicated to meeting the client's objectives. It serves professionals, business owners, and corporate executives in Columbus with personalized wealth management advice on retirement and estate planning, tax reduction strategies, and investment management. Furthermore, the firm's advisors pursue ongoing education. They are guided by the service-first philosophy and have over a century of cumulative experience in financial management. Bluestone Wealth Partners was featured in the Columbus Monthly magazine, Columbus Business First, Forbes, Kiplinger, and The Wall Street Journal.

Chornyak & Associates Financial Planning Consultants is a second-generation company located in Columbus. It offers comprehensive financial planning that evaluates a client's investments, insurance, and real estate, among other financial factors. The company consists of 8 members with financial planning, asset protection, and portfolio and database management backgrounds. Its founder, Joseph A. Chornyak, Sr., FCP, has been recognized as a Best-In-State Wealth Advisor by Forbes. Chornyak & Associates Financial Planning Consultants has been assisting clients for over 40 years.

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 Street Financial Planning is a service business owned and operated by Shawn Ballinger, who is a certified financial planner. Ballinger's services are available to clients throughout central Ohio and across the United States. His services include financial planning, wealth management, college planning, and investment management. Ballinger counsels clients in the areas of cash flow, tax, estate, retirement, small business planning, and risk management. He is affiliated with financial planning organizations such as Fee-Only, NAPFA, and Planning Network.

Coons Advisors is a team of financial advisors serving Columbus since 2003. They manage the investment portfolios of individuals, families, and charitable institutions using various conservative option strategies that can increase the accounts' cash flow. Their investment management services include custody services for the client's assets, distribution of monthly statements and trade confirmations, and review of the portfolio's performance. The company's founder, James W. Coons, was the senior vice president and chief economist of Huntington National Bank before starting the company.

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.

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.

John E. Sestina and Company is a team of financial advisors for the area of Columbus. The company was founded in 1965 by John Sestina, a professional with a background in financial planning education. It has over 50 years of financial planning and investment experience. Its financial planning services include tax, retirement, business, and estate planning. John E. Sestina and Company also provides debt reduction strategies, cash flow management, insurance services, and investment advisory services.

Johnson Investment Counsel, an independent Registered Investment Advisor or RIA, has been serving individuals, families, and organizations in Columbus for over 55 years. It offers customized wealth management services and investment strategies that meet its clients' personal and financial goals. Its team of wealth advisors, trust officers, and lawyers is dedicated to providing services for estate, charitable, retirement, and income tax planning. It also handles investment and cash flow management as well as asset protection and insurance.

Keeler & Nadler Family Wealth is a consulting and advisory firm that offers its services to the Columbus metro and its neighboring areas. Its advisors customize financial plans according to its clients' current status and long-term goals. In addition, it aids individuals to manage their wealth by helping them understand their investment options. The company also provides retirement plan advisory services. The team of Keeler & Nadler Family Wealth has a combined experience of 90 years in the industry.

Keystone Financial Group is a comprehensive financial planning team serving the Columbus area. The company specializes in helping clients secure a strong financial future by creating a plan based on the goals the client wants to achieve. The services include Bank On Yourself® strategy, investment strategies that suit the client's risk tolerance, social security planning, business planning solutions, and college planning. Keystone Financial Group prides itself on its trusted financial advisors who provide the highest standard of professionalism.

Libertas Wealth Management Group, Inc. has been helping the Columbus community since 2001 with professional financial advice. The firm uses a four-step process, which includes customizing a financial plan, constructing an investment portfolio, and regular monitoring of the client's investments. Services the company offers include financial, business succession, and estate planning, as well as investment management. It also offers the “My Promise Kit” Program, which started when the president of the firm, Adam Koos, lost his younger brother in an accident.

Ross Wealth Advisors is a Columbus-based independent financial services firm that helps individuals and families to reach their retirement goals. Financial advisors at the firm deal with retirement income strategies, wealth management, investments, annuities, and IRA or 401(k) rollovers. They also provide advice on asset protection strategies, tax-efficient strategies, long-term care strategies, life insurance, and IRA legacy planning. Ross Wealth Advisors has been in business since 1987 and is committed to providing services with integrity and transparency.

Safe Harbor Retirement Group is a financial and investment advisory firm that caters to residents of Columbus. It offers to examine the investments and financial strategies of incoming retirees, family heads, and self-employed freelancers. It can also assess their risk preferences to help them choose ideal investment options. The firm's staff can also help them prepare funds for other expenses, such as taxes and medical bills. The firm's president, Cory Sickles, is a second-generation financial planner. He also hosts a Sunday talk show called Financially Tuned.

The Bishoff Financial Group is a financial services firm that helps with the financial growth of individuals, families, and small businesses in Worthington and the surrounding Ohio metros, including Columbus. It offers financial planning services relating to retirement and estate planning, and risk and asset management. Established in 2000 by financial planners Eric and Heather Bishoff, the company is committed to helping clients plan for their financial security. It also aims to help clients make smart decisions through education, communication, and service.