WE MAKE FINANCIAL GOALS A REALITY
Let us handle all aspects of your finances so you can focus on what matters to you.
Financial Advisors in Columbus, Ohio with Your Best Interests in Mind
We are fiduciaries that put your interests first. Not only can we manage your investments for you, but we want to advise you on anything and everything that your money touches. We want you to sleep soundly knowing we are monitoring your financial plan every day. Let us help you with your finances so you can spend your time on the things that matter to you.
We are a fee-only firm. We won't sell you any annuities, life insurance, or any other products for that matter. We don't receive any kickbacks or under the table payments. We tell you your fee the day you start working with us, and you won't have any surprises down the road.
Columbus Wealth Management Services
We offer a range of services to help get your financial life on-track and keep it there. It is our job to provide you the best advice possible, and help put that advice into action. Working with a diverse group of clients has exposed us to a wide range of situations, preparing us to tackle any situation we are presented with.
Portfolio Management
Cash Flow & Retirement Planning
Tax Planning
Insurance Planning
Estate Planning
How It Works
Getting to Know You
We meet with you - either in-person or virtually - to learn what is important to you and your family.
Forming a Plan
We work with you to create a roadmap for your financial plan and help you complete the tasks you've been putting off.
Monitoring Your Plan
We meet with you regularly to share updates on your progress and verify you are still on track to meet your goals.
We are highly experienced professionals with leadership roles at prior firms
We are fiduciaries that put your goals and interests above everything else
Why Choose Us
We've received globally recognized training and certifications
We use industry-leading technology ensuring the best experience for you
We have a transparent, fee-only compensation
structure
We have a robust investment philosophy that's easy to understand
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