4 advisors with offices in Columbus. Credentials, fee structures, and minimums are disclosed on each listing.
Columbus, Indiana
Forman Investment Services is an investment advisory firm in Columbus, Indiana. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 12 Google reviews.
View detailsColumbus, Indiana
Kirr, Marbach & Company, LLC is an investment management firm founded in 1975 and based in Columbus, Indiana, led by principals David M. Kirr and Terry B. Marbach, both CFAs, with Mark Foster serving as Chief Investment Officer. The firm's investment team members hold the Chartered Financial Analyst designation and conduct proprietary fundamental research for direct stock selection rather than relying on external managers or funds. The firm works with clients to establish asset allocations aligned with individual financial goals and circumstances, and also addresses broader wealth considerations including charitable giving strategies and family wealth transition planning.
View detailsColumbus, Indiana
Insurance-Based
Northwestern Mutual is an insurance-based firm in Columbus, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.
View detailsColumbus, Indiana
Prime Capital Financial is an independent financial advisory firm serving individuals and families from offices in Columbus and Batesville, Indiana. The firm provides financial planning and investment management services with an approach centered on clients' overall life goals and circumstances rather than investment returns alone. Prime Capital uses a five-step process called the Life Compass to help clients navigate financial decisions across major life events such as retirement, career changes, and family milestones.
View detailsAdvisors serving Columbus specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Indiana's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.