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Find The Best Financial Advisors in Westerville, Ohio

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Westerville is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Westerville & pick the one as per your needs

How To Find The Best Financial Advisors in Westerville, Ohio
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Westerville, Ohio, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 10 non-vetted financial advisors in Westerville, Ohio, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Westerville, Ohio have an average of 26 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Westerville, Ohio

Edelman Financial Engines, LLC

877-208-7414

Address

8800 Lyra Drive,
Suite 220,
Columbus, OH 43219 See Details

Brian Mills

Mills Financial Planning,Inc.

614-504-0402

Address

5910 Wilcox Place,
Suite F,
Dublin, OH 43016 See Details

Sequoia Financial Group

888-225-3777

Address

5000 Horizons Dr.,
Columbus, OH 43220 See Details

Doug Kinsey

Artifex Financial Group, LLC

855-752-6644

Address

2305 Far Hills Avenue,
Suite 206,
Dayton, OH 45419 See Details

Top Financial Advisor Firms in Westerville, Ohio (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC 4960 E. Dublin-Granville Road, Suite 500 Westerville, OH, 43081	157766	$2,165,200,000	5	A percentage of AUM, Performance Based
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC 550 Polaris Parkway, Suite 560 Westerville, OH, 43082	298254	$599,021,878	1805	A percentage of AUM
YARGER WEALTH STRATEGIES, LLC 140 Dorchester Square S., Suite B Westerville, OH, 43081	310207	$401,559,081	599	A percentage of AUM, Fixed fees
FC WEALTH SOLUTIONS LLC 440 Polaris Parkway Suite 110, Westerville, OH, 43082	286381	$326,000,000	299	A percentage of AUM, Fixed fees
SWISHER FINANCIAL CONCEPTS, INC. 612 Office Parkway, Suite B Westerville, OH, 43082	121384	$257,546,665	1350	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
RETIREMENT PLANS, INC. 124 Dorchester Square, Suite B Westerville, OH, 43081	286214	$247,867,287	268	A percentage of AUM
JERICHO FINANCIAL 38-A Commerce Park Drive, Westerville, OH, 43082	288801	$191,469,840	945	A percentage of AUM, Hourly charges, Fixed fees
CENTRICITY WEALTH MANAGEMENT, LLC 515 Executive Campus Drive, Suite 100 Westerville, OH, 43082	165664	$160,234,040	548	A percentage of AUM, Hourly charges, Fixed fees
SHAFFER CAPITAL 550 Polaris Parkway, Suite 130 Westerville, OH, 43082	150106	$151,745,533	441	A percentage of AUM, Hourly charges, Fixed fees
HARDING FINANCIAL GROUP, LLC. 608 Office Parkway Suite A, Westerville, OH, 43082	135731	$135,623,989	369	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Westerville, Ohio

How To Find The Best Financial Advisors in Westerville, OhioLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Westerville, Ohio

Edelman Financial Engines, LLC

Address

Brian Mills

Mills Financial Planning,Inc.

Address

Sequoia Financial Group

Address

Doug Kinsey

Artifex Financial Group, LLC

Address

Top Financial Advisor Firms in Westerville, Ohio (Ranked by AUM)

Select other cities around Westerville, Ohio to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Westerville, Ohio
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy