Financial Advisors in or around Columbus, Ohio

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
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Profile

Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.

WiserAdvisor >   Ohio >   Columbus 

Premium Financial Advisors Listing

Michael Harding, Financial Advisor from Columbus, Ohio

Michael Harding

Distance: 2 miles

At HFG, our specialty is working with select clientele in a holistic focus on comprehensive financial planning, portfolio management and exceptional service. We marry iron-clad objective planning with proactive portfolio oversight & the advantages of Schwab Institutional. We bring your financial picture into focus. We offer clarity, performance, a...

Riley Larimore, Financial Advisor from Columbus, Ohio

Riley Larimore

Distance: 5 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Christina Povenmire CFP®, MBA, Financial Advisor from Columbus, Ohio

Christina Povenmire CFP®, MBA

Distance: 6 miles

Accomplishing your family's personal goals is the focus of our long-term financial planning engagement. Every family is unique, and we understand that you want advice and strategies that are unique in order to maximize your wealth and, ultimately, achieve your goals. During the planning process we will discuss these goals with special attention to ...

Brian Mills, CFP®, Financial Advisor from Columbus, Ohio

Brian Mills, CFP®

Distance: 9 miles

We provide comprehensive financial planning services for those retired or planning to retire in the next 5 years....

Other Financial Advisors Listing

Robert H.  Johnson III, Financial Advisor from Columbus, Ohio

Robert H. Johnson III

Columbus Financial Group, Inc.

The Columbus Financial Group, Inc. provides comprehensive strategies that will help you protect and retain the wealth that you have worked to create. Using verifiable economic strategies we will show...

Ryan Puckett, Financial Advisor from Columbus, Ohio

Ryan Puckett

The Columbus Financial Group, Inc

The Columbus Financial Group, Inc was established in 1984. We have group to a size of 60+ advisors and locations throughout the state. We work with clients on an individual basis as well as small ...

Gary Vawter, Financial Advisor from Columbus, Ohio

Gary Vawter

Vawter Financial

Your money matters - and so do you. At Vawter Financial, we're in the business of developing personalized plans that help you to make the best wealth management decisions for your unique financial goa...

Valerie Scheibeck, Financial Advisor from Columbus, Ohio

Valerie Scheibeck

Scheibeck Financial Planning

Whether a client actually wins or loses in the market is largely left up to chance, but I can give them their best odds. I work hard at analyzing optimal diversification options to make sure that my c...

Jim Hyre, Financial Advisor from Columbus, Ohio

Jim Hyre

Raymond James Financial Services, Inc.

Our team’s partnership with clients over the past 18 years is based on a simple philosophy — ask the right questions, listen for the important answers. Before we can explore what “wealth management...

Donald, Edward Garlikov, Financial Advisor from Columbus, Ohio

Donald, Edward Garlikov

Garlikov Advisors Inc

Dennis Puppel, Financial Advisor from Columbus, Ohio

Dennis Puppel

The Burney Company

As a true investment advisor, I am committed to providing individual and corporate clients with a personalized approach to professionally managed stock portfolios. I utilize a proprietary analytical s...

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only