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.”

“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.”

“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.”

“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.”

“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 ...”

“Top notch professionals.”

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

“Whether advancing the planning goals and financial objectives of a mutual client or seeking general guidance, CWM consistently provides prompt, accurate, and insightful advice, strategies, and solutions.”

“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.”

“When I asked around who the best small business accounting firm in Columbus was, GBQ was the #1 recommendation.”

“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'...”