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Top Rated Financial Advisors in Columbus, Ohio

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Columbus, Ohio is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Columbus, Ohio with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Columbus, Ohio near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Mark Fissel

Beacon Hill Investment Advisory
CFP®, AIF®
Mark Fissel, a financial fiduciary, provides financial services to clients in the Columbus, Ohio area. Mark holds a CFP®, AIF® certification. Mark has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Hourly
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    TD Ameritrade, Ascensus, Vanguard, TIAA-CREF

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Scott Lucas

Lucas Financial Services, Inc
RFC®, ChFC®
Scott Lucas, a financial fiduciary, provides financial services to clients in the Worthington, Ohio area. Scott holds a RFC®, ChFC® certification. Scott has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Wealth Management
  • Investment Advice & Management

    Name(s) of Custodian(s):
    TD Ameritrade, Pershing LLC

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Brian Mills

Mills Financial Planning,Inc.
CFP®
Brian Mills, a financial fiduciary, provides financial services to clients in the Dublin, Ohio area. Brian holds a CFP® certification. Brian has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    Pershing

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W. Phil Ratcliff

Rebel Financial
CFP®, CLU®, AIF®, ChFC®
W. Phil Ratcliff, a financial fiduciary, provides financial services to clients in the Gahanna, Ohio area. W. holds a CFP®, CLU®, AIF®, ChFC® certification. W. has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • 401K Rollovers
  • Education Funding and Planning
  • Financial Advice & Consulting
  • Financial Planning for Individuals

    Name(s) of Custodian(s):
    TD Ameritrade, Schwab, TIAA CREF

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Doug Kinsey

Artifex Financial Group, LLC
CFP®, Certified Divorce Financial Analyst(CDFA)
Doug Kinsey, a financial fiduciary, provides financial services to clients in the Dayton, Ohio area. Doug holds a CFP®, Certified Divorce Financial Analyst(CDFA) certification. Doug has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    TD Ameritrade Institutional, Folio Institutional and Betterment

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