Devon BrooksFinding the right path for your money in Ohio’s capital can feel like a full-time job because the local market moves fast.
Whether you’re looking for seasoned tax consultants to handle your filings or need help with a company registration for a new venture, having a solid financial advisor is the real secret sauce.
I’ve spent quite a bit of time looking into the best investment consultants in Columbus to see which firms actually help you grow your wealth without the headache. I’ve narrowed it down to the top local firms that focus on long-term growth and personal service.
How much does it cost to hire an investment consultant in Columbus?
While local real estate is still roughly 30% more affordable than the national average, most high-end wealth managers here work on a percentage of your assets.
| Investment Type | Average Rate or Range |
| Median Residential Property | $235,000 – $300,000 |
| Price per Square Foot | $187 – $192 |
| Financial Planning Fee | ~$1,500 per plan |
| Advisory Fees (AUM) | 0.75% – 1.40% |
1. Johnson Investment Counsel
Website: https://www.johnsoninv.com/locations/columbus
Address: 50 West Broad Street, Suite 1130
Contact: (614) 365-9103
Hours: Monday – Friday, 8:30 AM – 5 PM
If you want a firm that feels like a local powerhouse, this office on Broad Street is hard to beat. Johnson Investment Counsel manages about $22 billion in Assets Under Management (AUM), but the Columbus team still gives off a very focused, regional vibe.
Because they’re a fee-only fiduciary, you don’t have to worry about them pushing high-commission products you don’t need.
What I love about them is that they have 43 internal portfolio managers, which gives them a massive amount of research capacity for such a personal firm.
This deep bench supports everything from individual retirement accounts to complex nonprofit endowments.
But keep in mind, they aren’t the best fit if you want to be a self-directed trader who calls every shot yourself.
2. Columbus Wealth Management
Website: https://www.cbuswm.com/
Address: 6605 Longshore Street, Suite 240 #190, Dublin
Contact: (937) 776-5494
Hours: By Appointment Only; Monday – Friday, 8 AM – 6 PM
Located in the heart of Dublin, Columbus Wealth Management is all about tailoring a portfolio to your specific life goals rather than using a cookie-cutter template.
I actually chatted with a local business owner who mentioned how refreshing it is to have a human advisor who actually monitors the portfolio continuously.
They avoid the “robo-advisory” style by focusing on real relationships and ongoing planning conversations.
Their fee-only fiduciary structure means they’re legally obligated to put your interests first, which is exactly what you want when navigating Columbus’s competitive market.
Plus, they’re great at integrating tax optimization with your cash flow needs to make sure your wealth isn’t leaking.
Just be aware that they primarily serve households with over $1,000,000 in investments or high annual incomes.
Top-tier investment firm!
I’ve had the pleasure of knowing and working with Matthew and Nick Daniel for the past 15 years. Both are extremely passionate to help families achieve financial success. Their outgoing personalities coupled with their innovative approach to financial planning leads to a successful adviser/client relationship. In an industry where trust is critical, these two are the most trustworthy professionals I have ever known. Columbus Wealth Management is a top tier Investment firm!
Michael Federle | Google Review
Personalized attention and investment expertise
I highly recommend Columbus Wealth Management. As an estate planning and private wealth attorney, I have had the privilege of working with CWM and have seen the personalized attention and investment expertise they provide to their clients. Whether advancing the planning goals and financial objectives of a mutual client or seeking general guidance, CWM consistently provides prompt, accurate, and insightful advice, strategies, and solutions.
Timothy Wilson | Google Review
3. Libertas Wealth Management Group
Website: https://www.libertaswealth.com/
Address: 5003 Horizons Dr, STE 200
Contact: (614) 543-1350
Hours: Monday – Thursday, 9 AM – 5 PM; Friday, 9 AM – 4 PM
Libertas Wealth Management Group positions itself as a “personal CFO” (Chief Financial Officer), which is perfect for anyone feeling overwhelmed by their financial life.
They use a very structured four-step process, starting with discovery and ending with implementation, so you always know what’s coming next.
Their focus is on long-term resilience, having guided many clients through multiple major market crashes over the years.
They handle everything from tax strategy to insurance and estate planning under one roof.
And I appreciate how they follow the strict NAPFA (National Association of Personal Financial Advisors) style fiduciary standards, which is basically the gold standard for transparency.
However, if you have less than $500,000 to invest, you might only qualify for their fixed-fee planning rather than full-service management.
Truly wonderful to work with
We have been with Libertas Wealth Management for 3 months. We transitioned from a large investment firm. Adam and his team met with us 3 times to gain a thorough understanding of our goals, needs and risk tolerance. We are so happy we made the move. We are on a much better path and have a much greater sense of peace. They are truly wonderful to work with.
A Johnson | Google Review
Respond very quickly to any queries I have
Adam Koos and his Libertas investment team are phenomenal. They communicate with me on a regular basis about market trends and news. The staff is always so helpful and proactive and respond very quickly to any queries I have. I am not financially savvy, but Adam and his staff always explain information in a language that’s easy to understand. I recommend them without any reservations!
Bridget Myers | Google Review
4. Frazier Financial Advisors, LLC
Website: https://www.frazierfinancial.com/
Address: 1690 W Lane Ave, Suite 280
Contact: (614) 793-8297
Hours: Monday – Thursday, 9 AM – 5 PM; Friday, 9 AM – 4 PM
Operating in the Columbus market since 1984, Frazier Financial Advisors, LLC has a serious track record that spans over 40 years.
I stopped by their West Lane Avenue office recently, and the atmosphere definitely reflects their experienced, multi-disciplinary approach.
Their team includes a mix of Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs), which is a huge plus if you need tax preparation built into your investment strategy.
They offer both discretionary and non-discretionary management, so you can decide how much control you want to keep over your trades. This flexibility is great for business owners who want to stay involved in the process.
On the downside, some clients have mentioned that meetings can sometimes feel a bit standardized, and you might see extra staff in the room you weren’t expecting.
Helping me clarify and achieve my financial goals
Frazier Financial has assembled an outstanding team of knowledgeable, approachable professionals who are always ready to answer questions and provide guidance. They’ve been instrumental in helping me clarify and achieve my financial goals. It’s truly a pleasure working with such a dedicated group—highly recommend!
Danielle Torchia | Google Review
For any and all of your financial needs
Maddi Keegan (and her team) at Frazier Financial are such a joy to work with. She is caring, compassionate, smart, and knows her stuff! I would highly recommend her to anyone for any and all of your financial needs.
Adam Longstreth | Google Review
5. Three Creeks Capital Management
Website: https://www.3creekscapital.com/
Address: 778 Northwest Blvd.
Contact: (614) 486-4614
Hours: Monday – Tuesday & Thursday – Friday, 8 AM – 5 PM; Wednesday, 8 AM – 7 PM
If you work in the public sector, this is probably the most specialized option on the list.
Three Creeks Capital Management has deep expertise in Ohio pension systems like OPERS (Ohio Public Employees Retirement System) and STRS Ohio (State Teachers Retirement System of Ohio).
Their advisors aren’t just reading from a book; many of them are former members of these systems themselves.
They focus on things like the Partial Lump Sum Option Plan (PLOP) and the Deferred Retirement Option Plan (DROP) to help you maximize your payout.
Their fee structure is very transparent, too, using a sliding scale that drops as your portfolio grows. Plus, they don’t charge separate planning fees for advisory clients.
Just keep in mind that they’re very retirement-heavy, so they aren’t the shop for high-risk trading or speculative alternative investments.
A secure feeling that our finances are in great hands
We have had the privilege of working with Todd and his staff for many years. He helped immensely with my retirement from Ohio State, as well as my wife’s retirement from teaching. Our meetings at Three Creeks are always organized and thorough, and any questions we may have are answered in a way that we can completely understand. We leave every visit with a secure feeling that our finances are in great hands. Character and trust stand out as the qualities that define Todd. We highly recommend Todd and his staff.
Jim Heacock | Google Review
There has never been any doubt in trusting our financial future
My wife and I have been Todd’s client for 10 years. Todd is a consummate professional – responsive, flexible, diligent, attentive, thoughtful, friendly, welcoming, and thorough. From day one, there has never been any doubt in trusting our financial future with Todd and his team. I can assure you that you will not find a better financial advisor! We would not want to work with anyone else!
Diego Milara | Google Review
