Fiduciary advisors in Westerville, OH

Westerville, Ohio

Merit Advisors LLC is an investment advisory firm in Westerville, 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 4.7-star rating from 12 Google reviews.

Westerville, Ohio

Peters Wealth Group, based in Westerville, Ohio, provides financial planning, investment management, and retirement planning services to families and business owners. The firm employs a structured approach called the Retire Ready G.U.I.D.E. process that addresses income generation, healthcare considerations, investment strategy, tax efficiency, and estate planning. Founded by Rodney Peters, the firm also maintains a public radio presence with weekly shows on local stations discussing income planning and market topics.

Westerville, Ohio

Priority Wealth Partners operates from Westerville, Ohio, as an LPL-affiliated investment advisory firm serving clients across central Ohio. The firm offers investment planning and income strategy services through a team of advisors holding credentials including CFP®, CPA, CPFA®, and CEPA® certifications, with combined experience exceeding 100 years. The practice employs a three-step process—information gathering, portfolio analysis, and implementation—and has served clients for approximately 20 years. Leadership and team members include Orin Haworth (CPFA®), Jeramy Woods (CFP®, CEPA®, AAMS®), Daniel Miller (CEPA®, CKA®, CPFA®), Joshua Dowden (CPFA®), Mike Bajorek (CPFA®), and Jeremiah Nguapha (CPA).

Westerville, Ohio

RWM Wealth Advisors is an investment advisory firm in Westerville, Ohio. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Westerville, Ohio

Independent RIA

Stark Financial Group is an independent registered investment advisor based in Westerville, Ohio, serving high-net-worth families and business owners. The firm offers financial planning, investment management, and insurance analysis, with particular expertise in insurance planning through credentialed advisors (CLU). They provide complimentary initial consultations and employ an educational approach to portfolio construction using multiple service lines.