Fiduciary advisors in Columbus, OH

Columbus, Ohio

Advocus Private Wealth is an independent, fee-only advisory firm in Columbus, Ohio that serves high-income professionals including business executives, entrepreneurs, athletes, entertainers, and multi-generational families. The firm addresses specialized wealth challenges such as concentrated stock positions, executive compensation structures, business succession planning, and complex asset protection through a range of services including goal planning, tax coordination, estate planning, and philanthropic strategy. As an SEC-registered adviser affiliated with Summit Financial, Advocus sources solutions from multiple custodians and professional partners rather than being limited to a single institution's offerings.

Columbus, Ohio

Bluestone Wealth Partners, based in Columbus, Ohio, operates through a partnership with Gladstone Institutional Advisory, a registered investment advisor, and offers securities through LPL Financial. The firm provides investment advisory services and insurance products across multiple states, with team members including Michael Agriesti. Advisory services are available in numerous states including Ohio, and the firm's representatives are registered with FINRA and SIPC.

Columbus, Ohio

Corient is an investment advisory firm in Columbus, Ohio. The office has a wheelchair-accessible entrance.

Columbus, Ohio

Creative Planning is an investment advisory firm in Columbus, Ohio. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Columbus, Ohio

Finish Well Retirement is an independent financial advisory firm in Columbus, Ohio, founded in 2007, specializing in retirement planning and related strategies including income planning, tax planning, estate planning, and long-term care solutions. The firm is led by owner Shawn Hogan and partner John Saccoccia, an estate planning attorney, and operates on a flat-fee structure with transparent pricing. The firm works through a three-step process—understanding client goals, developing actionable plans, and providing ongoing monitoring—and serves individuals and families approaching or in retirement.

Columbus, Ohio

Frazier Financial Advisors, LLC is an investment advisory firm in Columbus, Ohio. Services include Financial Planning, Insurance Analysis, Investment Management, and Tax Planning. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Columbus, Ohio

Cardinal Financial Advisers, LLC, founded in 1986 and based in Columbus, Ohio, offers financial planning and asset management services along with insurance products including life, disability, annuities, and long-term care coverage. Partner Juliana Damopoulos, a Senior Financial Adviser since 2018, specializes in retirement planning for first responders, with expertise in Ohio and federal pension systems (OP&F, OPERS, STRS, SERS, FERS), DROP and deferred compensation plans, estate planning, and special needs planning. She holds the ChFC, RICP, and AEP designations and has been recognized as a Forbes Best-In-State Top Financial Security Professional for Ohio. The firm also provides philanthropic advisory services through its founder Steven, who holds the Chartered Advisor in Philanthropy designation.

Columbus, Ohio

Kindred Wealth Partners is an investment advisory firm in Columbus, Ohio. The office has a wheelchair-accessible entrance. The office is open five days a week.

Columbus, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Columbus, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Columbus, Ohio

Peak Retirement Planning, Inc. is an investment advisory firm in Columbus, Ohio. Services include Financial Planning and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 311 Google reviews.

Columbus, Ohio

Schuler Wealth Planning is a Columbus-based firm offering retirement planning, tax planning, educational funding, estate planning, and investment management services. The firm operates on a fiduciary basis and provides both ongoing wealth management and project-based planning engagements with flat-fixed or project fees. Services include portfolio construction, account consolidation, rebalancing, and coordination with clients' tax and legal advisors. The firm's approach emphasizes organization, accountability, and partnership through customized plans aligned with client goals.

Columbus, Ohio

Three Creeks Capital Management is a Columbus-based financial planning firm specializing in advising Ohio public employees and retirees from pension systems including STRS, OPERS, and OP&F. The firm's principals hold CFP certification and bring direct experience with Ohio pension systems, offering services in financial planning, tax strategy in retirement, insurance analysis, and pension optimization. They work with clients through an initial consultation and collaborative planning process to develop personalized financial roadmaps addressing retirement timing, education funding, tax management, Medicare, and long-term care considerations.

Columbus, Ohio

Wealth Enhancement Group is an investment advisory firm in Columbus, Ohio. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.