Best Financial Advisors in Columbus, OH

“When I shared with him that my son is in a similar business, he gave me some hints to help my son and said he will be glad to meet with my son when next my son is in town.”

“My wife and I joined Libertas right before the financial turmoil of the past couple of years and I can say that the group of Adam, Kim, and Gina have always been very straight forward with providing options for our financial future.”

“Having limited knowledge of the stock market and other investment opportunities we needed someone who knows what they are doing and can explain it in simple terms.”

“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.”

“Overview Impact of Innovation Throughout history, technological advances have played a pivotal role in fueling economic growth and shaping societies alike. From the earliest inventions, such as the ladder, to the cutting-edge digital technologies of ...”

“Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.”

“I started working with Matthew to help establish a stronger retirement plan and maximize my existing savings, and within a month, I feel exponentially more confident in my financial future.”

“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...”

“It's always a good conversation with open, honest input on how to manage my financial future.”

“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.”

“Creative thinkers who have provided us with the best investment results we've ever had.”

“The first step is to click "request consultation" below. Take a couple minutes to tell us about how we could potentially help, and let us know the best way to get in touch with you. During your consultation, we will listen to what your goals and conc...”

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”

“Lis Spaine is a great help in our company financial planning!”

“You may struggle to plan for retirement, as the process of coming up with a strategy is complicated. But it doesn't have to be. Your retirement strategy should be simple, and easy for you to understand. A more complicated strategy is not necessarily ...”

“He takes the time to explain things in a way anyone can understand them and it's clear that he is interested in your long term financial success, while taking into consideration your current needs.”