Best Financial Advisors in Columbus, OH

The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Columbus area.

Ross Wealth Advisors

Ross Wealth Advisors

(18)
  • Team
  • Knowledge
  • Retirement
“Several years ago my husband and I started our search for a financial advisor that specialized in advising those close to retirement or who had already retired.”
Licensed, BBB Rating: A+
In Business Since 1990
1093 Fishinger Rd, Columbus, OH
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Debthelp

Debthelp

(29)
  • Pay
  • Understanding
  • Job
“I had several debts to pay back the agency helped to lower each debt which made my pay backs lower so I completed my debts paid in full and finished the program in 4 years thank you for help and support Debt Help,Inc”
In Business Since 2004
1103 Schrock Rd #106, Columbus, OH
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Viavero

Viavero

(1)
Human Resources Consulting, Tax, Client Accounting & Advisory
“I believe a couple years ago, the companies had a merger that resulted in this firm now ranking among the very top in financial services organizations throughout the entire Midwest, Even nationally, Via Vero alongside GBQ Partners are recognized for...”
Licensed, BBB Rating: A+
In Business Since 2017
Transparent Fees & Pricing
230 West St UNIT 700, Columbus, OH
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DPG Senior Signature Solutions

DPG Senior Signature Solutions

(14)
Wealth Managment, Annuities, Medicare
“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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Budros, Ruhlin & Roe

Budros, Ruhlin & Roe

(2)
Plan Investment Advocacy, Employee Communications, Fiduciary Standards
“Top notch professionals.”
Licensed, BBB Rating: A+
In Business Since 2004
1801 Watermark Dr #300, Columbus, OH
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Gryphon Financial Partners

Gryphon Financial Partners

Strategic Exit Specialists, Comprehensive Services, Corporate Executive Services
“Background Private equity has been an established asset class for institutional and private investors for well over two decades. The potential for outsized returns and exposure to the most exciting and innovative companies continues to drive investor...”
Licensed, BBB Rating: A+
In Business Since 2020
325 John H McConnell Blvd Suite 425, Columbus, OH
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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
In Business Since 2020
Free Initial Consultation
4200 Regent St, Columbus, OH
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Three Creeks Capital Management

Three Creeks Capital Management

(16)
Todd J. Gourno, Cfp®, Three Creeks Capital, Ryan A. Mink, Crps™
“Ryan is incredibly professional and personable, easy to work with, knowledgeable, and keeps us on track to meet our financial goals through gentle (but impactful) guidance.”
In Business Since 2012
778 Northwest Blvd, Columbus, OH
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RMS Accounting and Tax Services

RMS Accounting and Tax Services

(2)
Tax Services, Industries, Business Services
“Roger Steedman is a wonderful CPA who looks at the total picture and the correct and most expeditious way to handle estate and trust issues especially with unreasonable beneficiaries.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2020
Offers Financing Options
1208 W 5th Ave, Columbus, OH
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Alexander Financial Planning

Alexander Financial Planning

Areas of Need
“This game-changing strategy has helped our clients unleash long-simmering dreams, guided them through pivotal points in their lives, empowered them to navigate the day-to-day changes as they transition to a new normal with greater ease and confidence...”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2001
Accepts All Major Credit Cards
1621 W 1st Ave, Columbus, OH
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CPA Advisory Group

CPA Advisory Group

(3)
Services For Individuals, Quickbooks Services, Tax Services
“Friendly and knowledgeable staff, great advice (which we don't always take but should), and comfort in knowing that our taxes will be done professionally every year.”
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2002
131 Dillmont Dr #200, Columbus, OH
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Inspire Advisors - Upward Management Group

Inspire Advisors - Upward Management Group

(2)
Investment Management, Financial Planning
“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.”
Offers Financing Options
In Business Since 2021
Free Initial Consultation
355 E Campus View Blvd #290, Columbus, OH
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Count the Penny

Count the Penny

(5)
Bookkeeper & CPA Support, Services
“Every penny accounted for.”
Coupons & Offers
In Business Since 2016
175 S 3rd St Ste 200, Columbus, OH
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John E. Sestina & Company

John E. Sestina & Company

Fee Only Financial Planning
“Our financial planning team relies on a set of proven techniques that form the foundation of the approach that we call “Managing to Be Wealthy®.” It's a time-tested, thorough process that helps clients build a comprehensive financial plan, appropriat...”
Licensed, BBB Rating: A+
In Business Since 2012
Accepts Check, No credit cards
1161 Bethel Rd # 201, Columbus, OH
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GBQ

GBQ

(2)
Human Resources Consulting, Tax, Client Accounting & Advisory
“When I asked around who the best small business accounting firm in Columbus was, GBQ was the #1 recommendation.”
Accepts All Major Credit Cards
In Business Since 1995
Transparent Fees & Pricing
230 West St UNIT 700, Columbus, OH
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Randolph Martin Retirement Group

Randolph Martin Retirement Group

What WE DO AND HOW We're Compensated, Mission, Look Before You Leap
Licensed, BBB Rating: A+
In Business Since 1980
Offers Financing Options
1250 Chambers Rd Suite 170, Columbus, OH
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Russell Sweeney Wealth Management

Russell Sweeney Wealth Management

(14)
Insurance Planning, Investment Planning, Estate 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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ALW Associates

ALW Associates

(3)
  • Business
“Everyone I've dealt with is kind and professional.”
Accepts All Major Credit Cards
In Business Since 2005
Transparent Fees & Pricing
5950 Sharon Woods Blvd, Columbus, OH
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Schultz CPA

Schultz CPA

(17)
  • Team
  • Work
  • Knowledge
“(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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The Arlington Group Investment Consulting

The Arlington Group Investment Consulting

(2)
Guidance For Divorce, Services Overview, Guidance For Widower
“Lis Spaine is a great help in our company financial planning!”
In Business Since 2008
1650 Lake Shore Dr Suite 120, Columbus, OH
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Merkel Financial

Merkel Financial

Grow Wealth, Build Wealth, Sustain Wealth
“Our mission is to help you positively impact your business, your family and your community. In an industry rife with a lack of clarity and trust, our client experience is different. To us, you are more than an account balance. We believe you are wort...”
Licensed, BBB Rating: A+
In Business Since 1995
1901 Northwest Blvd, Columbus, OH
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Fullen Financial Group

Fullen Financial Group

Financial Planning, Tax Strategies, Overview
“Fullen Financial Group was established in 2004 by Milt Fullen, who wanted to form a truly independent wealth management firm. Milt's goal was to provide objective financial advice without the distractions of company quotas or proprietary products. Th...”
Licensed, BBB Rating: A+
In Business Since 2015
Accepts Check, Invoicing available
3720 N High St, Columbus, OH
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Endurance Financial Planning

Endurance Financial Planning

(3)
“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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Chornyak & Associates

Chornyak & Associates

(2)
“Everyone here is exceedingly competent, helpful, professional, and nothing ever slips between the cracks.”
In Business Since 1995
716 Mt Airyshire Blvd STE 200, Columbus, OH
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Average price range is based on 874 cost profiles
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National Average $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average price range $2080 to $5720 is based on 874 cost profiles.

Why these companies made our list

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