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Financial Advisors in Columbus, Indiana (Bartholomew County)

Fee-Only Financial Planning and Investments. We specialize in working with Cummins Employees to maximize your workplace benefits and RSP investment options.

Highlights: MBA, Wealth Management, Retirement Distribution Plan, NAPFA Member, Fiduciary, Rollover Of 401k Or IRA, 401K Consulting, Retirement Planning, Fee-Only, Stocks, Mutual Funds, Financial Planning, Women's Issues, Certified Financial Planner, Divorce Planning, Retirement Income Planning, Investment Management, Investment Services, 401k Rollover, CFP ®

Warren Ward, CFP
Warren Ward Associates, Financial Planning - Financial Advice As Individual As You Are (sm)
We take a holistic approach to financial planning and believe that the numbers are only part of the story. We are a small boutique financial... See More

Acuity Financial Advisors
27 miles from Columbus, IN
Visit Acuity Financial Advisors

Acuity Financial Advisors is a fee-only investment advisory and financial planning firm located in Greenwood, Indiana.

Our approach to wealth management is built upon YOUR needs and OUR relationship.

Whether you wish to understand the relatio... See More

Highlights: Sustainability, Corporate Bonds, Socially Responsible Investments, Asset Protection, NAPFA Member, Professional Wealth Management, CFA Charterholder, Family Financial Planning, Comprehensive Financial Planning, Investment Services, Special Needs Planning, Stocks, Independent Investment Advisor, IRA, Young Investors, Fee Only, Fiduciary, Income Tax Planning, Charitable Planning, Passive Investment Strategies
Capstone Wealth Advisors
40 miles from Columbus, IN
Visit Capstone Wealth Advisors

Ryan Veldhuizen, CFP, MSFP
Capstone was founded in 2002 with the belief that clients are best served when the advisor is not driven by sales quotas or commissions. Our growth and the success of our clients in achieving their life goals has validated ... See More

An Exceptional Life Financial
40 miles from Columbus, IN
Visit An Exceptional Life Financial

Mychal Eagleson, CFP
An Exceptional Life Financial is committed to financial planning for teachers and families with special needs throughout every stage of their lives. Your finances are unique and we're focused on addressing the issues that matter... See More

Visit Market Street Wealth Management Advisors, LLC

Jessica Bokhart, CFP
Your money is important.
It's the result of your blood, sweat, and tears. And it's your foundation for tomorrow. To protect and preserve your assets, you need a personalized plan based on you. Your lifestyle. Your needs. Your go... See More

Elser Financial Planning
40 miles from Columbus, IN
Visit Elser Financial Planning

Susan Elser, BA, CFP
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Elser Financial Planning, Inc. provides customized comprehensive finan... See More

Column Capital Advisors, LLC
40 miles from Columbus, IN
Visit Column Capital Advisors, LLC

Ryan Thomas, CFP, CPA
Column Capital is a fee-only wealth management firm that provides financial and tax advice to high net worth individuals and families. Fewer Conflicts of Interest • Independent, Objective and Fee-only. • Do not sell products... See More

Piedmont Financial Advisors, LLC
40 miles from Columbus, IN

Brent Perry, CFP
Piedmont Financial Advisors specializes in helping busy people make smart financial decisions. We have expertise in working with middle income individuals and families. Our focus is looking holistically at all aspects of your financ... See More

Financial Advisory-WealthPoint Advisors
40 miles from Columbus, IN

WealthPoint Advisors, certified financial advisors, provide comprehensive, personalized financial planning services to clients across the USA in a transparent, collaborative environment.

Highlights: Wealth Management, Financial Service
NorthStar Advisors, LLC
75 miles from Columbus, IN

401K/IRA/403B
Accumulation,Rollover, and Income Distribution Planning, Small Business Retirement Plans, Long Term Care Benefits, Tax Reduction Strategies, and Estate Planning
Retirement Plans that work whille you play.

Highlights: Independent Investment Advisor, Professional Wealth Management, Mutual Funds, Retirement Distribution Plan, Estate Planning, 401K Consulting, Family Financial Planning, Pension Plan Design & Management, Wealth Management, Retirement Planning, 403B Plans, Comprehensive Financial Planning, Disability Income & Long Term Care Insurance, Annuities & Life Insurance

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