Wealth Advisors Columbus, OH

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Start by working with a Trusted Wealth Management Advisor serving Columbus

Our team of independent wealth advisors serving Columbus, OH has the knowledge and experience to help you achieve your personal financial goals. Each of our customers has specific and very different financial goals. You will work with a dedicated wealth manager who will understand your personal situation and your unique goals. Our wealth managers take a holistic approach to your financial future. They consider investment management and financial planning, as well as accounting and tax services, retirement planning, estate planning and more. We protect your money and make sure it is working as hard for you as possible.

We provide Wealth Management Advice for Columbus, and we have been providing service for clients throughout Akron, Cincinnati, Cleveland, Columbus, Dayton, Toledo for over fifteen years. You can depend on us to make the most of your money, protect it, and increase it to provide you with the security you desire in your retirement years.

Wealth Managers servicing Columbus Specialize in:

  • Focusing on retirement income, trust planning, estate planning, tax planning, and insurance planning, for Columbus residents.
  • Active portfolios, mutual funds, IRAs, 401ks and more.
  • ESOP, death of spouse and divorce
  • Come tax season, these advisors are your best friend, navigating the tax code with ease in Columbus.
  • Your long-term partner, helping you through every stage of your
    finances from the moment you meet all the way through your retirement.

From financial planning to family legacy planning, retirement planning to risk management, tax strategies to trust services, our wealth managers will provide years of financial experience to help you make the best decisions and give you peace of mind.

You can speak with a wealth management advisor today by calling 888-988-6621 to get connected with an expert serving Columbus.
5-Star Paladin Registry Financial Advisor

We’ve partnered with Dave Ramsey Inc. helping Columbus with Wealth Management

Dave Ramsey headshot
The Retirement Planning Group is an independent wealth management firm that has been screened and vetted by Dave Ramsey, Inc, to become a SmartVestor Pro advisory partner. We can service clients near Columbus, with no account minimums, and specialization in Life Stage Planning – planning that meets you where you are and helps you grab your future!

Our Values. Your Benefits.

  • We are an independent advisory firm equipped to provide unbiased, client-centered advice near Columbus, OH. This means you will have the amount of time and attention necessary to achieve your financial goals. Throughout the process, you will remain confident in the strategy your financial advisor sets forth. We will work closely with you as a team to ensure you are achieving your goals.
  • We are a fiduciary for you. Since we are a Registered Investment Advisory firm (R.I.A.) there are no hidden fees. Furthermore, our advisors receive no back-door payments.
  • We have low fees. Our average internal portfolio cost is .19% while the national average is .71%*

*Morningstar: Mutual Fund Expense Ratio Trends, June 2014.

Our advisory services include not only a comprehensive financial plan but also a focus on building wealth through investments. Our low-cost investment strategies can help Columbus clients build a comfortable net-worth over time. We also take care to ensure that any fortune you do build is protected with the right strategies.

In Columbus, OH today, too many people build investment strategies based off of emotion and the ups and downs of the market roller coaster. Instead, we base our investment strategies on reason, prudence, and intention. We believe in due diligence when it comes to investments. We do not give investment advice based on the panic of the markets and media. We instead give advice based on history and smart choices, rebalancing if necessary.

Columbus Wealth Advisors from The Retirement Planning Group can help you reach the end goal of a comfortable and profitable retirement.