Best Financial Advisors in Columbus, OH

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

Ross Wealth Advisors

Ross Wealth Advisors

(18)
  • Knowledge
  • Team
  • Investment
“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
i
Intelliplan Financial

Intelliplan Financial

(11)
Social Security Planning, Life Insurance, Tax Management
“Joe and the staff at Intelliplan Financial have been great to deal with, very helpful with all of our questions and concerns, and attentive to our every need.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2019
Serving Columbus Area
i
Safe Harbor Retirement Group - Dublin

Safe Harbor Retirement Group - Dublin

(20)
Medicare Planning, Social Security, Long-Term Care
“Cory at Safe Harbor has helped us not only in our retirement choices and savings, but also directed us for help in Medicare, supplemental insurance and wills.”
Licensed, BBB Rating: A+
In Business Since 1978
Serving Columbus Area
i
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 2009
Serving Columbus Area
i
Budros, Ruhlin & Roe

Budros, Ruhlin & Roe

(2)
Employee Communications, Plan Investment Advocacy, Navigating Provider Options
“Top notch professionals.”
Licensed, BBB Rating: A+
In Business Since 2003
1801 Watermark Dr #300, Columbus, OH
i
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
i
Rebel Financial

Rebel Financial

(20)
Employer Plans, Tax Planning/Preparation, Retirement Planning
“Then, when we actually did retire, they were extremely efficient in establishing the accounts and making the necessary transfers to begin implementation of the plan.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2016
Serving Columbus Area
i
Russell Sweeney Wealth Management

Russell Sweeney Wealth Management

(15)
Financial Planning, Estate 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
i
DPG Senior Signature Solutions

DPG Senior Signature Solutions

(6)
Medicare, 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
i
Schultz CPA

Schultz CPA

(19)
  • Financial
  • Resource
  • Team
“With a number of big life events that made our taxes more complicated than usual, every step was laid out for us which took all of the stress out of tax filing.”
In Business Since 2005
1890 Northwest Blvd Ste 240, Columbus, OH
i
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 1995
Serving Columbus Area
i
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
i
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
i
A CPA Inc.

A CPA Inc.

(14)
  • Knowledge
  • Interest
  • Accountant
“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
i
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
i
Swanson Financial Group

Swanson Financial Group

(1)
Tell A Friend
“Best place ever!”
In Business Since 2009
20 S 3rd St #210, Columbus, OH
i
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
i
J.W. Coons Advisors

J.W. Coons Advisors

(1)
“They are very professional and very good at what they do .”
In Business Since 2007
1151 Bethel Rd #204, Columbus, OH
i
Royal Oak Financial Group

Royal Oak Financial Group

(7)
Income & Social Security Planning, Individual Tax Planning, Investment Management
“I am so glad I was referred to the Royal Oak Financial Group in Worthington for help with retirement planning.”
Average Price Tag
In Business Since 2010
Serving Columbus Area
i

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 235 cost profiles
Click to copy
Successfully copied!
Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Typical range $2060 to $5665 is based on 235 cost profiles.

Why these companies made our list

Is this page useful? Yes No
Back To Top