Connect with Top-Rated Financial Planners in Columbus!

rebel Financial was created to challenge the traditional "Wall Street" approach of prioritizing profits over people. Our team of fiduciary financial advisors are dedicated to helping our clients reach their financial goals, solving complex financial challenges, and making a positive impact on our community. Our fee-only structure means that we're compensated directly by our clients, and our duty of loyalty is to our clients' financial interests. We believe in values-based investing, holding corporate leaders accountable for their actions, and making financial planning accessible and affordable to everyone.

Retirement Wealth Strategies, LLC is a financial advisory firm dedicated to helping clients navigate the complexities of retirement planning. Our team of experienced professionals works closely with individuals and families to develop personalized strategies that mitigate risk and ensure a secure financial future. We offer complimentary 30-minute retirement plan reviews to help clients achieve their goals and create a sustainable income stream in retirement. With a focus on education, guidance, and support, we empower our clients to make informed decisions about their financial future.

Ross Wealth Advisors is an independent financial services firm that helps individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. We prioritize our clients' unique financial goals and tailor personalized solutions to secure their financial future. With our expertise, you can achieve an abundant retirement.

At Trinity Financial Advisors, we offer fee-only financial planning and investment advisory services to individuals and families. Our approach is centered around earning our clients' trust and helping them achieve their financial goals. We believe in the importance of integrity in our relationships, discipline in our approach, and excellence in our work. We work closely with our clients to create personalized financial plans that take into consideration their unique circumstances and goals. Our services include wealth planning and management, tax and estate planning, risk management, and charity and philanthropy.

Windsor Advisory Group is a fee-only, independent advisor that offers highly personalized family office services, providing experienced guidance for every aspect of your complex financial life. With a focus on wealth management, Windsor Advisory Group helps families understand and manage their wealth to achieve their goals. The firm offers a range of services, including daily cash management, generational wealth transfer, and comprehensive financial planning. With a team of experienced advisors and a collaborative approach, Windsor Advisory Group is dedicated to helping clients achieve greater clarity and confidence in their financial picture.

21st Century Equity Advisors Corporation is a fee-based investment management firm that provides personalized investment solutions to its clients. With over 45 years of professional experience, the company aims to relieve the stress of investment management from its clients, allowing them to focus on their personal and professional lives. Services include portfolio management, retirement planning, and financial planning.

Bluestone Wealth Partners is a financial services company dedicated to helping individuals and businesses optimize their wealth. We offer a range of services including financial planning, investment advice, and insurance solutions. Our team of knowledgeable professionals is committed to transforming complex financial concerns into simple solutions, guiding our clients toward financial freedom.

Hackett Wealth Management is a financial services company that specializes in providing personalized wealth management and retirement solutions to individuals, entrepreneurs, and high-net-worth individuals. With decades of combined experience, our team of experienced financial professionals is committed to helping our clients achieve their financial goals through our customized financial strategies and investment management.

Capstone Wealth Partners is a fee-only financial planning firm specializing in helping families plan for college education and retirement. Our experienced advisors provide personalized guidance on college savings, investing, and retirement planning. We believe in empowering families to make informed decisions that align with their financial goals. With a focus on structured investing and low-cost, tax-efficient strategies, we help families balance education costs with long-term success. Our team is committed to delivering exceptional service, transparency, and unbiased advice to each client.

Mohr Wealth Management Inc. is a financial services company that provides investment management services to individuals and families. We believe in a fee-based approach to managing wealth, rather than a commission-based model. Our goal is to educate our clients about the benefits of structured asset class investing and help them achieve their financial goals. Our team, led by Ron Mohr, works closely with each client to understand their unique situation, goals, and risk tolerance. We offer a personalized approach to investment management, using low-cost institutional funds to build diversified portfolios. Our team is independent and not affiliated with any single company, ensuring that our clients' interests are our top priority.

Parkview Partners Capital Management is an independent, privately-owned investment practice providing active management and other advisory services to clients throughout the United States. The practice is staffed by professionals with more than a century of collective financial advisory experience and supported by relationships with global investment research firms. Our practice is also affiliated with Stratos Wealth Partners. This alliance provides additional depth of human, technological, and compliance experience that allows Parkview Partners to provide clients with a high level of professional service.

Waller Financial Planning Group is an investment advisory firm dedicated to assisting clients in pursuing their desired lifestyle and legacy through holistic financial structuring and long-term counsel. The firm offers a wide range of financial services, including personal financial planning, wealth management, and retirement planning. With a team-based approach, the firm provides clients with decades of expertise, independence, and exemplary service. Waller Financial Planning Group is committed to serving as our client's trusted advisor, empowering them to make informed decisions about their financial lives and achieve their goals and aspirations.

Grant Street Wealth Management is a fee-only practice that offers comprehensive wealth management services to individuals, businesses, and non-profits. With a focus on independence and private ownership, the firm provides unbiased and objective advice to its clients. The team has expertise in wealth management, financial planning, and tactical approaches to asset management and private equity. With a client-centric approach, the firm aims to offer every client a financial investment and planning opportunity that is available without restriction. Grant Street Wealth Management believes in economies of scale and has access to global investment management opportunities, as well as world-class investment research. The firm is a Registered Investment Advisor firm located in Columbus, Ohio, providing families, small businesses, and institutional generational estate planning advice and forward-thinking investment strategies.

WealthWave ONE is a financial education and services marketing company that empowers entrepreneurs and individuals with high-tech and high-touch tools to reach their financial goals. Our comprehensive financial literacy education program provides individuals and families with a financial road map to chart a course to their financial future. Through our best-selling books, workshops, and online resources, we aim to eradicate financial illiteracy and build and protect wealth. Our team of experienced leaders and educators offer financial education to businesses, organizations, and families across North America. With thousands of students taught each month, we are on a mission to reach every community and help individuals achieve financial freedom.

Capital Asset Management provides comprehensive solutions to affluent individuals and families, helping them achieve their financial goals and preserve their wealth for future generations. With a focus on objective, independent counsel, the company offers a range of services including investment advisory services, estate planning, and risk management. By taking a personalized approach, CAM helps its clients make informed decisions about their financial futures. Our team of experienced professionals works closely with clients to understand their unique needs and develop customized strategies to meet their objectives.

Strategic Planning Inc. is a financial planning and wealth management company that helps individuals and businesses create lifetime and legacy benefits through the use of financial models. Our team of experts works with clients to increase wealth, reduce risks and taxes, and protect against wealth eroding factors. We believe in empowering our clients to make informed financial decisions, and we use a variety of software and technology to simplify and organize their financial lives. From financial planning to business support and retirement planning, we offer a range of services designed to help our clients achieve their goals.

McCash Financial Group is a comprehensive financial services firm that offers a range of financial solutions to individuals and families, including investment management, insurance services, and retirement planning. Our team of experienced professionals provides personalized strategies to help clients achieve their financial goals and secure their financial futures.

Intelliplan Financial is a financial planning and wealth management company that helps individuals make smarter financial decisions and live a better life in retirement. Our holistic retirement income plans coordinate all critical areas of retirement income, including investments, tax management, insurance, estate planning, and social security. With years of experience, our team of financial advisors specializes in optimizing assets to work collectively towards your retirement goals, reducing inefficiencies, and ensuring you maintain your desired lifestyle in retirement. By providing a simplified approach to retirement income planning, we empower our clients to make confident decisions and live their best life.

Avior Navigator Wealth Management is a comprehensive financial advisory firm that aims to help individuals and businesses navigate their financial journey. The firm offers a range of services including retirement planning, investment management, insurance planning, tax planning, and more. Their experts believe that each individual's wealth has a purpose and strive to help them create a personalized financial plan that aligns with their goals and aspirations. From navigating uncertain economic times to achieving long-term financial success, Avior Navigator Wealth Management is dedicated to providing personalized guidance and expertise to its clients.