Laurels

Best Financial Advisors in Columbus
2021

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 200 130 27

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

Website

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

Website

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

Website

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

Website

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

Website

Keystone Financial Group

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.

700 Taylor Road
Gahanna, OH 43230

Website

Partnership Financial LLC

Partnership Financial is a Columbus-headquartered fee-only financial planning firm. The company provides clients with objective financial planning services and assistance in tax planning and preparation, real estate, cash flow analysis, goal assessment, estate planning, risk analysis, portfolio monitoring, and investment advising. Founded in 1996, the company is comprised of a team of experienced financial advisors and specialists dedicated to addressing its client's financial needs through a coordinated financial plan designed to help them meet their personal goals.

4400 North High Street
Columbus, OH 43214

Website

The Bishoff Financial Group

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.

250 West Old Wilson Bridge Road
Worthington, OH 43085

Website

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