Columbus, OH

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Best Financial Advisors in Columbus, OH

The highest-rated Financial Planning & Wealth Management firms out of 245 vetted & reviewed in the Columbus area.

Wealth Management Solutions

Wealth Management Solutions

Best of 2022
(1)
“She was extremely helpful and explained everything we needed to know.”
Accepts All Major Credit Cards
In Business Since 2008
132 B, Northwoods Blvd, Columbus, OH
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Ross Wealth Advisors

Ross Wealth Advisors

(18)
  • Team
  • Investment
  • Retirement
“Moments like this Don and his staff are there to ease the mind that we are not alone and RWA IS truly providing guidance and support throughout the journey.”
Licensed, BBB Rating: A+
In Business Since 1989
1093 Fishinger Rd, Columbus, OH
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Intelliplan Financial

Intelliplan Financial

(11)
Estate Planning, Life Insurance, Tax Management
“I appreciate this approach and have learned much through my interactions with Joe about how to approach wealth management in terms of secure options, and utilizing finances to achieve quality life goals.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2017
Serving Columbus Area
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Safe Harbor Retirement Group - Dublin

Safe Harbor Retirement Group - Dublin

(20)
Generational Vault, Long-Term Care, TAX Support
“Would recommend for anyone retiring talk to safe harbor cory went over every retirement choice I had and told me my best choice for us very professional”
Licensed, BBB Rating: A+
In Business Since 1978
Serving Columbus Area
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Hyre Personal Wealth Advisors- Raymond James

Hyre Personal Wealth Advisors- Raymond James

(10)
  • Retirement
  • Team
“They provide thorough explanations when demonstrating what financial plan they recommend and also invest your money wisely so you can see considerable gains as you lead your way to retirement.”
CFP Certified
Average Price Tag
In Business Since 2007
Serving Columbus Area
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Budros, Ruhlin & Roe

Budros, Ruhlin & Roe

(2)
Plan Investment Advocacy, Navigating Provider Options, Fiduciary Standards
“Top notch professionals.”
Licensed, BBB Rating: A+
In Business Since 2001
1801 Watermark Dr #300, Columbus, OH
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Keeler & Nadler Family Wealth

Keeler & Nadler Family Wealth

(10)
  • Goals
  • Questions
“Its team has more than 90 years of collective experience, and they take the time to listen to your hopes and dreams, as well as your unique concerns, to create a plan that truly suits your needs.”
Below Average Price Tag
Free Initial Consultation
In Business Since 2009
Serving Columbus Area
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Rebel Financial

Rebel Financial

(20)
Employer Plans, Estate Planning, Retirement Planning
“Rebel Financial's uses a broad range of investment tools and techniques—all of which Phil makes completely understandable and accessible to his clients at their respective comfort levels.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2016
Serving Columbus Area
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Russell Sweeney Wealth Management

Russell Sweeney Wealth Management

(15)
Financial Planning, Insurance Planning, Investment Planning
“Brian and his team have been managing my portfolio for about 6 years now and the level of service and attention to my needs/financial goals have always been met or exceeded expectations.”
In Business Since 2019
1177 W 3rd Ave, Columbus, OH
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DPG Senior Signature Solutions

DPG Senior Signature Solutions

(6)
Wealth Management, Annuities, Life Insurance
“Dustin doesn't take your savings and sit on it he makes sure it is secure but also guides you on how to make the most of it no matter how small of a savings you have.”
Licensed, BBB Accredited
In Business Since 2016
100 E Campus View Blvd #250, Columbus, OH
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Schultz CPA

Schultz CPA

(19)
  • Financial
  • Knowledge
  • Team
“(we thought after ACA that all the rates are the same), lower payroll costs, more predictable cash flow, better tax compliance and audit trails, lower credit card fees, I could go on from here.”
In Business Since 2005
1890 Northwest Blvd Ste 240, Columbus, OH
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Everhart Advisors

Everhart Advisors

(3)
Wealth Management, Tax Consulting, Employee Education
“As a young person with not a lot of financial knowledge, it was refreshing to speak with someone who knew so much.”
Licensed, BBB Rating: A+
Average Price Tag
In Business Since 1997
Serving Columbus Area
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750 Goals Consulting

750 Goals Consulting

(12)
  • Credit
“I get updated with exactly what is going on with my disputes and what my next steps need to be , I'm NEVER out of the loop with what's going on with my scores.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2020
4200 Regent St, Columbus, OH
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Three Creeks Capital Management

Three Creeks Capital Management

(9)
Onboarding Roadmap, Plop / Drop Analysis, Services Offered
“Todd is the consummate professional who takes the time to listen to your needs and then build a portfolio based on what will work best for you as an individual or in a family type setting.”
In Business Since 2012
778 Northwest Blvd, Columbus, OH
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A CPA Inc.

A CPA Inc.

(14)
  • Interest
  • Professional
  • Knowledge
“I have also referred my customers and friends to him over the years, and they have remained with Jed as they also love his personality and his excellent service.”
Accepts All Major Credit Cards
In Business Since 2014
Serving Columbus Area
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Inspire Advisors - Upward Management Group

Inspire Advisors - Upward Management Group

(2)
“In addition to his expertise, we could immediately tell that he genuinely cares about his clients and wants to do what is best for them.”
Free Initial Consultation
In Business Since 2021
355 E Campus View Blvd Suite 290, Columbus, OH
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Swanson Financial Group

Swanson Financial Group

(1)
Tell A Friend
“Best place ever!”
In Business Since 2009
20 S 3rd St #210, Columbus, OH
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Endurance Financial Planning

Endurance Financial Planning

(4)
“In the limited time I have known Craig, he has shown he is not only knowledgeable as a CFP about what he does related to investments and planning for the future, but does it in a simplified way that anyone can understand.”
In Business Since 2020
1335 Dublin Rd Ste 205-B, Columbus, OH
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J.W. Coons Advisors

J.W. Coons Advisors

(1)
“They are very professional and very good at what they do .”
In Business Since 2005
1151 Bethel Rd #204, Columbus, OH
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Retirement Planning and Investment Management Services Estimated Cost in Columbus, OH 2022

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 205 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Average range $2060 to $5665 is based on 205 cost profiles.

Why these companies made our list

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