List of Top 7 Financial Planners

We found the best Financial Planners in Columbus, Ohio.

We determined the top financial planner in Columbus so you can find the right advisor for your budgetary needs.

TOP RATED COLUMBUS FINANCIAL PLANNERS

Libertas Wealth Management Group

Libertas Wealth Management is a financial advisory firm dedicated to helping clients achieve their financial goals through personalized strategies and exceptional service. The firm is committed to giving back to the community, supporting various charitable organizations such as the Union County Military Family Support Group, Mid-Ohio Food Bank, and Sub Zero Mission

Pros: The reviews overwhelmingly praised Libertas Wealth Management Group for their exceptional client service, with clients lauding the team’s responsiveness, proactive communication, and genuine care for their financial well-being. Clients consistently commended the advisors’ expertise, professionalism, and trustworthiness, expressing confidence in the comprehensive financial planning and investment management services provided. The personalized approach to understanding each client’s unique goals and creating customized plans was highly appreciated.

Cons: A lack of transparency regarding the firm’s fee structure was not explicitly addressed in the reviews.

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Ross Wealth Advisors

Ross Wealth Advisors is a financial advisory firm based in Central Ohio that helps individuals and families plan for an abundant retirement. The firm offers a wide range of services, including strategies for retirement income, wealth accumulation, asset protection, IRA and 401(k) rollovers, tax minimization, annuities, life insurance, and long-term care, and has a team of experienced professionals dedicated to understanding clients’ goals and helping them feel confident in their financial future.

Pros: Ross Wealth Advisors receives widespread praise for the professionalism, expertise, and client-centric approach of Don Ross and his team, providing customized retirement planning and comprehensive financial services tailored to individual needs. Clients laud the responsiveness, clear communication, and sense of being part of a family.

Cons: A large, long-term investment recommendation raised concerns about sustainability, liquidity, and transparency for one reviewer.

Columbus Wealth Management

Matthew and Nick, brothers who studied Finance at Miami University’s Farmer School of Business, spent years working at prominent wealth management firms in Columbus, where they gained management experience and revamped technological and operational processes. Despite their shared backgrounds, their unique experiences have shaped their perspectives, enabling them to learn from each other’s successes and failures as they embark on their long-awaited dream of establishing a respected and trusted financial advisory firm in central Ohio and beyond.

Pros: The reviews overwhelmingly highlight Columbus Wealth Management’s excellent customer service, personalized attention to clients’ unique goals, and the expertise and trustworthiness of advisors Matthew and Nick Daniel in guiding families towards financial success. Clients praise the firm’s comprehensive financial planning, sound advice, and consistent communication.

Cons: A lack of specific negative reviews may make it difficult for potential clients to assess their choices.

Hyre Personal Wealth Advisors

At Hyre Personal Wealth Advisors, the concept of wealth extends beyond mere financial figures; it encompasses clarity about life goals and confidence in achieving them. Their five-step framework aims to help clients think clearly, analyze options, and make sound investment decisions, ultimately enabling them to enjoy their wealth and live their best lives.

Pros: Hyre Personal Wealth Advisors garners high praise for its professionalism, expertise in financial planning, and personalized service where clients feel genuinely cared for and treated like family. Reviewers commend the advisors’ responsiveness, thorough explanations, and quality guidance in devising well-thought-out plans and wise investments.

Cons: A lack of visual aids or supplementary materials during meetings seems to be an area for potential improvement.

Clay Financial

At Clay Financial, the focus is entirely on the client, driven by a passion for helping others plan their financial future stemming from personal experiences of seeing loved ones struggle without proper guidance. Their team approach, involving professionals with diverse backgrounds and expertise, allows for personalized strategies tailored to each client’s unique needs, goals, and objectives, whether it’s building wealth, protecting family, or preserving assets.

Pros: The reviews resoundingly praise Clay Financial’s personalized service, Stephen Poll’s expertise and professionalism, and the company’s client-centric approach that prioritizes understanding unique goals. Clients laud Stephen’s responsiveness, ability to explain complex concepts clearly, and commitment to doing what’s best for them.

Cons: A potential drawback is the limited information provided about the specific services offered beyond general financial planning.

Royal Oak Financial Group

Royal Oak Financial Group is a full-service financial firm in Columbus, Ohio, offering investment, retirement planning, business accounting, and individual financial and tax planning services to individuals, families, and small to mid-size business owners. With a team comprising experts in retirement planning, accounting, and other financial matters, they prioritize building relationships and ensuring clients make informed decisions through personalized solutions tailored to unique needs and goals.

Pros: The reviews overwhelmingly praise Royal Oak Financial Group for their personalized attention, trustworthiness as fiduciaries, and ability to deliver strong investment returns that consistently meet clients’ goals. Clients laud the team’s expertise, professionalism, and commitment to truly understanding their individual needs. The firm garners immense confidence for providing attentive service and generating impressive portfolio growth.

Cons: A lack of transparency around specific service offerings and fee structures is an area that could benefit from more clarity.

rebel Financial

rebel Financial is a dedicated financial firm that prioritizes people over profit, specializing in providing accessible and affordable financial planning services tailored to individual needs and non-traditional investing strategies. With a close-knit team committed to serving clients’ best interests as a fee-only, fiduciary Registered Investment Advisor, rebel Financial aims to remedy wealth inequality by offering value-based investment plans to help a broad range of clients accomplish their financial hopes and dreams.

Pros: rebel Financial garners widespread praise for its exceptional customer service, with clients lauding the responsiveness, attentiveness, and clear communication provided by knowledgeable advisors. Numerous reviews applaud the firm’s personalized financial planning strategies that have effectively grown investments and instilled confidence about achieving long-term goals. rebel’s fiduciary model and trustworthy guidance put clients’ interests first, fostering strong feelings of credibility.

Cons: A few reviewers noted minor setup issues when transferring accounts initially.