About Columbus Wealth Management
We help you design, implement and monitor a financial plan that puts your goals first, so you can get back to focusing on what matters most to you.
Meet Your Team
Matthew and Nick have a lot of similarities (they are brothers after all). They both studied Finance at Miami University's Farmer School of Business, spent seven years at two of the largest fee-only wealth management firms in Columbus, rose to management positions, and overhauled the technology and business processes at their respective firms. They love being with friends and family (especially on a beach or a mountain), and they are dedicated to providing superior service to help their clients reach their goals.
While they have many similarities, they both have unique experiences that have brought them to this point. Sharing those experiences with each other, they have the opportunity to compare notes, move on from the things that didn’t work and build on what did. Their goals and dreams are aligned in becoming the most respected and trusted financial advisors in central-Ohio and beyond. The firm they dreamed of starting for years is finally a reality, and they can't wait to show you what they are capable of.
Our Expertise
We are highly experienced investment professionals, but we also place significant emphasis on financial planning. Once we build the portfolio that’s right for you, we develop recommendations to optimize your cash flow, retirement, tax, insurance, and estate plans.
Our Philosophy
We believe in putting your goals first, and that philosophy is evident in everything we do - from designing your portfolio to helping you manage cash flow. As fiduciaries with a fee-only structure, we strive to minimize conflicts of interest and focus on helping you evaluate the options that are best for you and your family.
Our Commitment to Results
Matthew has been a CFA Charterholder since 2018 and is committed to following the strict ethics and investment principles outlined in the CFA Program. You can learn more about the CFA Program here. We offer an easy to understand investment philosophy and transparent benchmarking practices to help you monitor your financial progress.
Our Experience
We have spent years studying, practicing, and preparing to service you. We have helped hundreds of clients achieve financial success, and we are ready to do the same for you. Managing clients and business operations at two separate firms with nearly $2 billion under management has prepared us to provide you with the level of service and care you and your family deserve.