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Find Top Financial Advisors in Grove City, Ohio

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Grove City, Ohio
Last Updated - 28-Jan-2023

Grove City has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 4 non-vetted advisors in your local area. These financial advisors in Grove City, Ohio have an average of 24 years of experience.

NOTE: The list of financial advisors in Grove City, Ohio mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Grove City, Ohio.

Qualified Financial Advisors in Grove City, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Kelsey
LPL FINANCIAL
425 Metro Place North #620,
Dublin, OH 43017
20 $10000000 $25,000 Fee-Based
Brian Mills
CFP®
MILLS FINANCIAL PLANNING,INC.
5910 Wilcox Place,
Suite F,
Dublin, OH 43016
27 $33m $100,000 Fee-Based
Doug Kinsey
Certified Divorce Financial Analyst(CDFA), CFP®
ARTIFEX FINANCIAL GROUP, LLC
2305 Far Hills Avenue,
Dayton, OH 45419
25 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Grove City

Qualifications CRD# 4292753
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 425 Metro Place North #620,
Dublin,
OH
43017
Phone Number 614-419-1503

Michael Kelsey is an Investment Advisor Representative working at LPL Financial LLC in Dublin, OH and has over 14 years of experience in the finance industry. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. As a seasoned financial advisor, Michael Kelsey offers a process driven approach for strategic financial guidance to individuals, executives, and business owners in areas from wealth accumulation through wealth distribution. Michael is enthusiastic about guiding his clients and strives to build a reputation founded on honesty and integrity.

About LPL Financial

Primarily, we are committed to the individual. We believe in building trustworthy relationships that allows us to truly get to know our clients. We like our clients, and we enjoy working with them. By taking a process driven approach, we can get to know and understand our clients' unique and complex needs. By putting the relationship first, we can offer a client driven experience, one that is guided to each of our client's values and objectives with the ability to adjust to changes along the way.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63

Compensation/Fee Fee-Based, Hourly, Commissions


Office Location 5910 Wilcox Place,
Suite F,
Dublin,
OH
43016
Phone Number 614-504-0402

Brian has more than 30 years of experience. He holds the following securities registrations: Series 6, 7, and 63, as well as the Ohio Life/Health insurance licenses. He has experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA. He is currently teaching financial planning courses at Franklin University as an adjunct professor.

About Mills Financial Planning,Inc.

We provide comprehensive financial planning services for those retired or planning to retire in the next 5 to 10 years. Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as Ohio Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 1223159
Firm CRD# 140643


Office Location 2305 Far Hills Avenue,
Dayton,
OH
45419
Phone Number 855-752-6644

Doug Kinsey CFP®, CIMA®, AIFA® Partner Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio. Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has completed post-graduate work through the Harvard Business School HBX program. Dougs passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor. Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $100,000,000 in assets and serves 180 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms.

About Artifex Financial Group, LLC

Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are. In addition to general financial planning advice, we provide tax preparation and planning; investment management; pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of other services. We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of expertise that we can put to work for you.


List of Additional Advisors in Grove City, Ohio*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Fifth Third Preferred
Inquire with Fifth
4128 Hoover Road, Grove City, OH  43123 614-871-8831
Edward Jones
Inquire with Edward
3399 McDowell Road, Grove City, OH  43123 614-875-2131
Edward Jones
Inquire with Edward
4007 Broadway, Grove City, OH  43123 614-875-0258
Edward Jones
Inquire with Edward
3111 Columbus St, Suite B, Grove City, OH  43123 614-957-5050
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    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?