Columbus Wealth Management

We are fiduciaries here to put your best interests first. Not only can we manage your investments for you, but we want to advise you on anything and everything that your money touches. We want you to sleep soundly knowing we are monitoring your financial plan every day. Let us help you with your finances so you can spend your time on the things that matter to you.

We are a fee-only firm. We won't sell you any annuities, life insurance, or any other products for that matter. We don't receive any kickbacks or under the table payments. We tell you your fee the day you start working with us, and you won't have any surprises down the road.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

825 N 4th St Unit 403 Columbus, OH 43215 Phone: (937) 776-4841

Primary Office

825 N 4th St Unit 403 Columbus, OH 43215 Phone: (937) 776-4841