DPG Senior Signature Solutions & Grimes Financial Group
“We felt that DPG offered us the best return on our investment and peace of mind (the most important component).”
Best Financial Advisors in Columbus, OH
24 firms listed · all 24 in Columbus · 21 rated 4.5+ · 2 show a license
Data verified October 23, 2026
Libertas Wealth Management Group
“They have helped me and held my hand alone the processing of investing in my future.”
Ross Wealth Advisors
“Don Ross has consistently given us good financial guidance that allows us the freedom we always dreamed about.”
Debthelp
“Also, no matter how busy they may be they always treat me as if I'm their first call of the day.”
MD Consulting & Accounting
“Very proficient & professional in his services, I'd recommend to anyone looking for tax & accounting help!”
Three Creeks Capital Management
“Todd and Ryan are always helpful and responsive to our questions and encourage periodic consultations to review any changes to our goals or life's circumstances.”
The 24 firms listed for Columbus, OH provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Columbus, OH
All 24 firms we list here are in Columbus itself. We have 74 firms in Columbus on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.3 to 5.0 across 451 reviews; 3 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (82%) and quality (75%). The topics that come up most in reviews of the firms on this page are "communication", "expertise" and "knowledge". The services the firms on this page list most often on their websites are annuities (2), business services (2), industries (2), life insurance (2) and retirement (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 7 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers payment plans; 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Columbus take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Accounting Consultants
Gryphon Financial Partners
Columbus Wealth Management
“What they do is make a successful person like me be able to focus on what I do best--my job by helping to take care of the financial things that need to get done.”
John E. Sestina & Company
Hyre Personal Wealth Advisors- Raymond James
“We having been using Hyre Personal Wealth advisors for a number of years and have been pleased with their performance.”
Trimmer Financial Services
“Kim went WAY out her way to resolve any issues or questions.”
SWS Partners
“Creative thinkers who have provided us with the best investment results we've ever had.”
Howell & Associates
The Arlington Group Investment Consulting
“Enjoy working with Lis Spaine, she's super friendly, knowledgeable and easy to talk to for my investment planning.”
Safety First Money Group
Schultz CPA
“I should've switched to him years ago as he pointed out things I did not know about that would have saved more during tax season.”
Chornyak & Associates
“Everyone here is exceedingly competent, helpful, professional, and nothing ever slips between the cracks.”
Envisage Wealth
“I've worked with Joseph Ball for over a year now and have been extremely happy with his services.”
Rockbridge
Peak Retirement Planning
“Great people fulfilling their mission of taking care of their clients, helping us with our financial planning and serving the Lord.”
Inspire Advisors - Upward Management Group
“We highly recommend working with Drew Lehman at Inspire Advisors Upward Management Group for any financial planning you or your family have!”
Wealth Management Solutions
“She was extremely helpful and explained everything we needed to know.”
Peerless Wealth
“Erik has been my financial advisor for 25 years and I am extremely satisfied and pleased with his knowledge and assistance.”
Why these companies made our list
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