Best Financial Advisors in Columbus

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
40+
Advisors
5/5.0
Average Rating

Columbus Financial Landscape

With a population of 45,775, Columbus boasts a strong manufacturing base and a growing service sector. The city is recognized for its design and engineering excellence.

Major industries
Manufacturing, Healthcare, Education
Population
45.8K (metro: 457.8K)
Median household income
$60,000
Unique needs
Columbus requires tailored financial advice due to its unique industrial base and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Columbus's economy is expanding, driven by manufacturing and healthcare sectors, with a projected growth rate of 3% annually.
Wealth Demographics
According to Census (2023), the median income in Columbus is $60,000, reflecting a stable economic environment with a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Columbus are increasingly specializing in retirement planning and wealth management for local industries.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Columbus is 10% lower than the national average, making it an attractive place for families and retirees.
Real Estate Market
According to Zillow (2024), the Columbus real estate market shows steady appreciation, with median home prices rising 5% year-over-year, indicating demand.
Business Environment
According to Fortune (2024), Columbus is ranked as a top city for small businesses, with supportive local policies and a collaborative business community.

Top 5 Financial Advisors in Columbus

Integrity Wealth Management
★ ★ ★ ★ ★ 5
Hanner Financial Services, Inc.
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Heath Johnson, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Prime Capital Financial, Formerly Giesting Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Eric M Robbins, CFP®
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Columbus, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Columbus-Specific Expertise
For Columbus residents working in Manufacturing, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Columbus's manufacturing focus needs diversification to mitigate economic downturns. Real estate may face volatility; monitor housing prices. Flooding risks exist.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Indiana locations

Indianapolis Fort Wayne Evansville South Bend Carmel Fishers Bloomington Hammond