Caring and Committed Advocate
Windsor Advisory Group is a fee-only, independent firm providing highly personalized family office services. We are dedicated to offering unmatched expertise with unwavering dedication to our clients. Our mission is to provide comprehensive guidance for every aspect of your complex financial life.
With approximately $2.1 billion in assets under management and over 114 client relationships as of March 2024, we serve as a trusted advisor to a select group of families. Our experienced team specializes in helping families understand their wealth, so it can be better managed and applied more fulfillingly. We understand the importance of wealth preservation and legacy planning, and we pride ourselves on being available for our clients during moments of both anticipation and unexpected occurrences.
Our Services
Windsor Advisory Group offers a wide range of services that cater to your unique needs. We collaborate with you in the following key areas:
- Cash management and bill paying
- Investment management
- Legacy and wealth transfer planning
- Risk management
- Family governance and education
- Philanthropic planning
Our People
At Windsor Advisory Group, we are a team of dedicated professionals committed to providing exceptional service and expert guidance. With approximately 19 employees, we possess extensive experience in the wealth management industry. Our team members are passionate about fulfilling the mission of the organization and assisting clients in navigating their unique financial needs. We recognize the importance of building relationships with our clients and prioritize fostering an open and transparent environment.
Meet Our Team
Here are a few of the talented individuals that form our collaborative team of experienced advisors at Windsor:
- M. Cassady Smith: Team Support Specialist
- M. Alex Moeslein: Associate
- M. Jake Bick: Associate
- M. Taylor Fair: Associate
- M. Rishabh Shah: Associate
These associates bring a diverse set of skills and experiences that enable us to offer immediate access to comprehensive expertise.
Why We Do It
Windsor Advisory Group is driven by values and genuine care for our clients and their legacies. As a fee-only, independent advisor, we are solely owned by four local partners in Columbus and invest solely in our clients' best interests. Our unwavering commitment to integrity sets us apart from the rest. We are committed to being a trusted resource and a steadfast partner that families can rely upon throughout the generations.
