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Financial Advisors in Westerville, Ohio (Franklin County)

Visit Accountable Financial Planning LLC

Andrew Kerns, CFP, RTRP
Accountable Financial Planning LLC (Westerville, Ohio) was founded in 2009 by Andy and Katy Kerns as an independent financial planning firm and Ohio Registered Investment Advisor. We are dedicated to making comprehensive fee-o... See More

rebel Financial
9 miles from Westerville, OH
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rebel Financial is a truly independent fee-only Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the righ... See More

Highlights: Professional Wealth Management, Charitable Planning, Advisory And Investment Management, Fee Only, Certified Financial Planner, Sustainability, Independent Investment Advisor, College Planning, IRA, Rollover Of 401k Or IRA, Income Tax Planning, Financial Planning, Debt Management, Financial Planning Advice And Services, Investment Management, Business Planning, Investment Services, Young Investors, Investment Consulting, Socially Responsible Investments
Libertas Wealth Management Group Inc
9 miles from Westerville, OH
Visit Libertas Wealth Management Group Inc

Adam Koos, CFP
Libertas Wealth Management Group is a multi-award winning, fee-only financial planning and portfolio management firm located in Columbus, Ohio. We primarily work with two types of client: Individuals and Couples - Conducting at least... See More

Hamilton Capital Management, Inc.
9 miles from Westerville, OH
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William Leuby, CFP, CPA, JD

Financial Solutions, LLC
9 miles from Westerville, OH
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Paul Dolce, CFP, MBA
Financial Solutions LLC (Financial Solutions) is an independent investment advisory firm providing personal financial planning solutions on a fee-only basis.
We provide financial advice, guidance, and education to clients from ... See More

Budros, Ruhlin & Roe, Inc.
9 miles from Westerville, OH
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Shawn Ballinger, CFP
Our Philosophy We are client-centric, pure and simple.
The principals established our firm with the intention of creating a consultative environment that would attract “the best and the brightest” minds in the financ... See More

PDS Planning, Inc.
9 miles from Westerville, OH
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Dean Schuler, CFP, CLU
Our Story
In 1985, a group of financial experts came together and rallied around a simple idea: To help people eliminate the stress usually associated with planning for their financial future.
We wanted to make things less c... See More

Alexander Financial Planning, Inc.
9 miles from Westerville, OH
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Thresa Alexander, CFP, MSFS
Alexander Financial Planning, Inc. is an independent "fee-only" firm providing personal financial planning and investment management to individuals and families. Established in 1997, AFP is uniquely one of the few female o... See More

CMP Financial Planning
9 miles from Westerville, OH
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Christina Povenmire, CFP, MBA

Gianola Financial Planning
9 miles from Westerville, OH

Sana Haque, CFP, MBA
Please visit our website www.gianolafinancial.com.

Cambridge Financial & Tax Advisors, LLC
9 miles from Westerville, OH

Joseph Baumann, BA, CFP
Full retainer clients can expect sound, comprehensive, holistic advice across the spectrum of financial planning with delivery of recommendations tailored to meet each client's unique circumstances. With clients from various s... See More

Price Planning, LLC
11 miles from Westerville, OH
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Debbie Price, CFP, CPA, JD
Price Planning is a fee-only financial planning and investment advisory firm. Tailored to meet our clients' individual needs, our services range from project-oriented consultations to long-term, comprehensive financial pla... See More

Lynch Financial Group LLC
13 miles from Westerville, OH
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Douglas Lynch, CFA, CFP, CPA
Our mission is to help individuals within 15 years of retirement, retirees and surviving spouses achieve their financial goals by developing an appropriate investment game plan, minimizing taxes and helping them to make t... See More

LPL Financial
13 miles from Westerville, OH

Providing Comprehensive Financial Planning by addressing the following areas: Investments, Cash Flow Planning,
Minimizing Taxes and Estate Planning

Highlights: Estate Planning, Disability Income & Long Term Care Insurance, Professional Wealth Management, Mutual Funds, IRA, Certified Financial Planner, Retirement Distribution Plan, Annuities & Life Insurance, Investment Consulting, Retirement Planning, Investment Services, Comprehensive Financial Planning
The Wealth Advantage Group, Inc
13 miles from Westerville, OH

Highlights: Fee Only, Mutual Funds, Wealth Management, Charitable Planning, Professional Wealth Management, IRA, Investment Services, Family Financial Planning, Corporate Bonds, College Planning, Investment Policy Statements, Asset Protection, Retirement Planning, Stocks

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