OH · Worthington

Fiduciary advisors in Worthington, OH

1 advisor with offices in Worthington. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Worthington

Balance Wealth

Worthington, Ohio

Balance Wealth, based in Worthington, Ohio, was founded by Bob Gavlak and offers financial planning, retirement planning, estate planning, and investment management services. The firm's approach centers on understanding clients' personal values and life circumstances, addressing transitions such as career changes, family building, and retirement. The team includes Bob Gavlak, Tim, and Ryan, and evaluates clients' financial situations to provide guidance on planning and investment strategy.

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Financial advisors in Worthington, Ohio

Advisors serving Worthington specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Ohio'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.

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