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Best Financial Advisors in Columbus

2024

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Providers

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Website
Columbus, OH
  • Private Wealth Advisor
  • Investment Management
  • Private Foundation Management
  • Equity Compensation Planning
  • Business Exit Planning
  • Tax Planning
  • Alternative Investments
  • Charitable Giving Strategies
  • Trust and Estate Planning

Why choose this provider?

Venturi Private Wealth serves clients in the Columbus area. It concentrates on supporting wealthy family members, corporate executives, and business owners in effectively managing and maximizing their huge assets. The firm's in-house CFPs, investment experts, and insurance specialists create and implement personalized financial strategies tailored to client's personal and professional circumstances. In addition, the team provides investment and multi-family office solutions to facilitate streamlined financial management. Since its founding in 2015, the independent advisory firm has been helping individuals meet their financial targets.

License Verified:

License: 169576

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.1 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Schedule A Call

Rate:
$2.5M minimum investment
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Columbus, OH
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
Columbus, OH 43221

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
325 John H Mcconnell Blvd STE 425, Columbus, OH 43215

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
700 Taylor Road, Gahanna, OH 43230

Why choose this provider?

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.

Website
Columbus, OH 43220

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1161 Bethel Road, Columbus, OH 43220

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
485 Metro Place South, Dublin, OH 43017
  • Retirement Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
565 Metro Place South, Dublin, OH 43017

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7650 Rivers Edge Drive, Columbus, OH 43235

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
50 West Broad Street, Columbus, OH 43215

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5003 Horizons Drive, Columbus, OH 43220

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (15)
Yelp
4.0 / 5 (4)
Facebook
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
250 West Old Wilson Bridge Road, Worthington, OH 43085

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6099 Frantz Road, Dublin, OH 43017

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.0 / 5 (45)
Facebook
5.0 / 5 (7)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
716 Mount Airyshire Boulevard, Columbus, OH 43235

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1151 Bethel Road, Columbus, OH 43220

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
501 West Schrock Road, Columbus, OH 43229

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1093 Fishinger Road, Columbus, OH 43221

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Google
4.0 / 5 (18)
Yelp
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • 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.

  • Will a financial advisor also work with your attorney and accountant in Columbus?

    Your advisor working with other professionals involved with your finances is beneficial in providing you with holistic wealth guidance, and they can coordinate with your CPA, attorney, or tax preparer to make sure all factors of your finances are aligned to achieve your money goals. Your Columbus financial advisor can also refer you to an accountant or attorney if you don't already have one.

  • How much commission does a Columbus financial advisor get from your investments?

    If you are working with a commission-only financial advisor, their commission rate is generally 0.25% – 5%. The percentage will be based on your investment’s initial value. The Columbus financial advisor may also get trail commissions from the insurance or mutual fund company you invested with. Trail commissions are usually 0.25% to 2% annually.

  • How can a Columbus financial advisor help you?

    Financial advisors assist with a wide array of financial planning needs, including retirement, estate, and tax planning. Moreover, they can provide financial advice if you are in the market for a new real estate property. With the robust local healthcare industry, financial advisors in Columbus are also able to establish financial plans specially designed for the needs of healthcare professionals.

  • Do financial advisors in Columbus need to be licensed?

    Yes. Financial advisors in Columbus need to get an investment adviser firm representative or registered investment adviser license. They need to take exams in Ohio to get this license. These exams include the Series 7 General Securities Representative Examination, the Series 65 Uniform Investment Adviser Law Examination, and the Series 66 Uniform Combined State Law Examination. Financial advisors who hold certain designations, such as ChFC, CFP, and CFA, can skip the exams.

  • Why is it important to diversify your financial portfolio in Columbus, OH?

    Diversifying your portfolio allows for a risk-adjusted return on investment. The performance of different asset classes and industries will fluctuate over time. Previously top-performing sectors may drop in returns or stable performers may suddenly get an influx of returns depending on the market situation. It is advised that you speak with your Columbus financial advisor about their investment philosophy to understand how they will be managing your assets.

  • 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.