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
820+
Advisors
4.8/5.0
Average Rating

Columbus Financial Landscape

Columbus boasts a robust economy driven by education, healthcare, and technology sectors. The city is home to a growing population and a dynamic business environment.

Major industries
Education, Healthcare, Technology
Population
822K (metro: 2.1M)
Median household income
$60,000
Unique needs
Columbus requires a focus on tech diversification, affordable housing, and sustainable urban development.
Market Insights
Economic Growth
According to BEA (2023), Columbus has seen a steady GDP growth rate of 3.2%, driven by technology and healthcare expansions.
Wealth Demographics
According to Census (2023), the median household income in Columbus is approximately $60,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Columbus are increasingly specializing in tech and healthcare sectors.
Local Considerations
Cost of Living
According to BLS (2024), Columbus's cost of living is 5% lower than the national average, making it an attractive place for new residents.
Real Estate Market
According to Zillow (2024), the Columbus real estate market is experiencing a 10% annual increase in home prices, raising affordability concerns.
Business Environment
According to Fortune (2024), Columbus ranks as one of the top cities for business growth, with a favorable regulatory environment and support for startups.

Top 5 Financial Advisors in Columbus

Columbus Wealth Management
★ ★ ★ ★ ★ 5
Libertas Wealth Management Group
★ ★ ★ ★ ★ 5
Peak Retirement Planning, Inc.
★ ★ ★ ★ ★ 5
rebel Financial
★ ★ ★ ★ ★ 5
Hyre Personal Wealth Advisors, Now Mariner
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

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

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Columbus-Specific Expertise
For Columbus residents working in Education, Healthcare, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Columbus's tech sector growth necessitates diversification to mitigate risks. Housing prices are rising, indicating potential bubble risks; monitor real estate trends. Weather-related risks include se...

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Find Financial Advisors in Nearby Cities

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