What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Columbus, OH area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Columbus, OH Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Phil Ratcliff
AIF®, CFP®, CLU®, ChFC®
rebel Financial
Groveport, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Serving the Columbus, OH area
Richard Caw
CFP®
Better Money Decisions
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Cash Flow Management, Estate Planning, Tax Planning, Insurance & Annuities
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country
Matthew J. Daniel
CFA®, CFP®
Columbus Wealth Management
Columbus, OH
Specialties: Portfolio Management, Comprehensive Financial Planning, Business Planning, Tax Planning, Cash Flow and Retirement Income Planning, Estate Planning, Insurance Planning
Fee-Only financial advisor located in Columbus, OH, meeting virtually with clients nationwide and available in person to local clients.
Cameron Magoon
Credent Wealth Management
Columbus, OH
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Teri R. Alexander
CFP®, MSFP, CeFT®, AIF®
Alexander Financial Planning, Inc.
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Transition Planning
As your guide, we offer our extensive experience to help you strategize and choose wisely in your ongoing financial journey.
Chandler Fugate-Laus
CFP®
Moneyfluent
Columbus, OH
Specialties: Comprehensive Financial Planning, Cash Flow Structure, Investment Advice, Short & Mid-Term Goals Planning, Retirement Planning, Financial Wellness, Rent or Buy a Home, Student Loans, Life Transitions
I help Millennials secure their financial future in 6 months, start-to-finish. Count on me as your expert resource as we launch your financial success together!
Emily DeBlase
MS, CHFC®, CRPS™
Organic Wealth
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Planning (Life, Disability, Long Term Care & Home/Auto)
Straightforward, honest, financial advice centered on your needs, not sales. Serving clients locally in Columbus, OH and across the country virtually.
Ryan J. Weiser
CFP®, ChFC®, CLU®, CDFA®, CASL®
Weiser Financial Planning LLC
Lewis Center, OH
Specialties: Retirement Distribution/Income Planning, Financial/Life Coaching, Cash Flow Planning, Risk Management, Tax Planning, Social Security Optimization, Pension Maximization, Estate Planning
Weiser Financial Planning LLC is an Independent, Fee-Only, Registered Investment Adviser in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management Services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings.
William Whitaker
CFP®, MSFS
Vawter Financial
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
VF has the depth of knowledge you are looking for with the service you expect. VF is a fee-only financial planning firm located in Columbus, OH, serving clients across the country. We charge a flat fee based on your individual complexity. Come see how we can improve your life!
Lori Eisel
MS, CFP®, EA, CDFA®
Arcadia Financial Partners, LLC
Pickerington, OH
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management
Conflict free, fee-only, flat fee and hourly financial planning and investment advice. Located in Pickerington, OH. Serving clients locally and across the country.
Adam Koos
CFP®, CMT®, CEPA
Libertas Wealth Management Group, Inc.
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located near Columbus, OH and serving clients across the country
Mark Bowes
CFP®, EA
Partnership Financial LLC
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Equity Compensation, Charitable Giving Strategies
Exceptional Service, Every Client Proudly serving businesses, individuals & families since 1996.
Matthew Oberdorfer
CMFA®
Arena Investor
Blacklick, OH
Specialties: Comprehensive Financial Planning, Investment Management, Real Estate Guidance, Financial Independence, Retirement Income Planning, Net Worth
Modern financial planning, investment management, and real estate guidance built to guide young professionals and business owners to reach financial independence sooner.
Douglas Kinsey
CFP®, CIMA®, AIFA®
Artifex Financial Group
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investments
Fee-Only Financial Advisor serving the state of Ohio.
Shawn Ballinger
CFP®
Columbus Street Financial Planning, LLC
Dublin, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Planning, College Funding, Wealth Transfer, Philathropic Planning
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country.
Josh Gallogly
CFP®, EA
Milestones Financial, LLC
Columbus, OH
Specialties: Tax Planning, Portfolio Analysis, Insurance Review and Recommendations, Estate Planning, Retirement Planning, Cash Flow and Goal Planning, Investment Recommendations, Income (Bond) Ladder Recommendations
Tax-efficient retirement planning for a flat fee. Then come back for the financial advice you want – by the hour.
Jake Walker
CFP®
Credent Wealth Management
Columbus, OH
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Brian Tegtmeyer
CFP®
Truly Prosper Financial Planning LLC
Dublin, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Financial Life Planning for Individuals Over 50. For a flat fee, we provide retirement planning + investment management + tax planning. We have offices in Dayton, OH, and Dublin, OH, serving clients locally and across the country.
Kristen Moosmiller
CFP®, EA
NorthAvenue Financial Advocates
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
NorthAvenue is a multi-advisor, woman-owned, fee-only financial planning company located in Columbus, OH, serving clients locally and across the country. For one transparent fee they provide a holistic one-stop-shop, focusing on investments, tax planning, & preparation.
Jim Davis
CFP®, EA
Partnership Financial LLC
Columbus, OH
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Exceptional Service, Every Client Proudly serving businesses, individuals & families since 1996.
Hayden Ludwig
CFP®
Valeo Financial Advisors
Columbus, OH
Specialties: Comprehensive Financial Planning, Stock Compensation Plans (RSUs, Stock Options, S-SARs, etc.), Real Estate Investments, Tax Planning, Estate Planning, Retirement Planning, Insurance & Risk Management
Fee-Only financial planner located in Columbus, Ohio, serving clients locally and across the country.
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
