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Find Top Financial Advisors in Columbus


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Columbus. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Columbus

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Columbus, Ohio
Financial Advisor Office Location Phone Number
Adam Koos
Libertas Wealth Management Group, Inc.
5003 Horizons Drive,
Columbus, OH  43220
(614) 543-1350
Riley Larimore
Edelman Financial Engines, LLC
5080 Tuttle Crossing Blvd,
Dublin, OH  43016
(614) 717-0707
Brian Mills
Mills Financial Planning,Inc.
545 Metro Place South,
Dublin, OH  43017
(614) 504-0402
Adam Roslovic
Edelman Financial Engines, LLC
1 Easton Oval,
Columbus, OH  43219
(614) 454-3393
Justin Kattau
Edelman Financial Engines, LLC
10100 Innovation Drive,
Dayton, OH  45342
(937) 431-1925

Information on Qualified Financial Advisors in Columbus

Qualifications CRD# 4450982
FirmCRD# 157769
Series 7, 24, 31, 63

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 5003 Horizons Drive,
Ste 200,
Columbus,
OH 
43220
Phone Number (614) 5431350

Adam was born in Oberlin, OH and is a graduate of The Ohio State University. After obtaining dual-degrees in psychology and finance, he married his best friend, Donna, and they have 2 sons, Karston & Kamden. He is an avid Buckeye Football fan and has been to more than 140 games since 1995. Adam started his career in 2001 and is considered one of Central Ohio's "20 People to Know in Finance"​ by Business First. In addition, he has been recognized: 1. In Financial Advisor Magazine as one of only eight portfolio managers chosen to their "Research All-Star Team"​ for research & portfolio management. 2. By Investopedia as one the Top-100 Most Influential Financial Advisors on the U.S. 3. On the cover of Proactive Advisor Magazine with an interview regarding his patented Defense FirstĀ® portfolio management strategy. Adam is an accomplished columnist and a former regular contributor at Wall Street Journal's MarketWatch Trading Deck. You can also find many of his columns in Forbes, US News & World Report, Yahoo! Finance, and he is also a regular contributor at Seeking Alpha. Adam's company is regularly named to Columbus Business First's Book of Lists as one of central Ohio's "Top Fee Only Financial Planning Firms," he is a recipient of the 2011 Business First Greater Columbus "Forty Under 40"​ award, a 5-time winner of Columbus CEO Magazines Best of Business awards (winning Best Financial Advisory Firm"​), and is a recipient of the Better Business Bureau "Torch Award for Ethics & Trust."​

About Libertas Wealth Management Group, Inc.

We have an unwavering passion for preserving investments during volatile markets and providing our clients with capital preservation, inflation protection, and steady ongoing income. With that being said, we cannot build family legacies without a tailored, comprehensive financial plan and solutions to go along with the plan. It is imperative that you understand, the last thing we will discuss is transferring your money to us. In fact, unless there are extenuating circumstances present that warrant an expedited process, such as legal issues with your past advisor or an imminent market crash, we meet with every client at least three times, prior to signing any paperwork. It is also crucial to note that we are not an insurance company, we do not peddle annuities to our clients, and as a fee-only firm, we legally cannot accept commissions of any kind.



Qualifications CRD# 5521279
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 5080 Tuttle Crossing Blvd,
Suite 350,
Dublin,
OH 
43016
Phone Number (614) 7170707

Joined Edelman Financial Engines in 2008. Began his career in the financial services industry in 2008. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s) and the Accredited Asset Management SpecialistSM (AAMS®), and Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree in Risk Management from Ball State University. Hometown is Merrillville, IN. Riley enjoys pending time with friends and family, running, swimming, and cycling.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2071799
Series 6, 7, 63

Compensation/Fee I am a Fee-Based financial professional, Commissions, Hourly


Office Location 545 Metro Place South,
Suite 100,
Dublin,
OH 
43017
Phone Number (614) 5040402

About Mills Financial Planning,Inc.

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



Qualifications CRD# 5575320
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1 Easton Oval,
Suite 340,
Columbus,
OH 
43219
Phone Number (614) 4543393

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2007. Earned the Certified Financial Planner certification. Bachelor's degree in Civil Engineering from the Ohio State University and a Master of Business Administration from Capital University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5425237
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 10100 Innovation Drive,
Suite 160,
Dayton,
OH 
45342
Phone Number (937) 4311925

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Business Administration from Morehead State University. Lifelong resident of the great state of Ohio! Justin enjoys golfing, going to sporting events, and spending time with his family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Columbus, Ohio
Merrill Lynch Dublin, OH
Willms Financial Network Dublin, OH
VisionKey Financial Group Powell, OH
LPL Financial Services Whitehall, OH