user avatar

Meghan Marie Mader

Advisor at Asendo Wealth Advisory — Columbus, OH S. Grubb Street

Updated today

Credentials

CFP®, Series 66

Experience

21 years

Location

Columbus, OH 43215

Asendo Wealth Advisory logo

Asendo Wealth Advisory

Team

Total advisors

10

Across 3 offices

Clients per advisor

115 Very High

Avg AUM per client

$742,844 Low

HNW client ratio

24% Low

About

Meghan Mader is a Certified Financial Planner™ with 21 years of industry experience. She is currently with Asendo Wealth Advisory and has previously worked at TSG Advice Partners, Collaborative Financial Partners, and Ameriprise Financial Services. Asendo Wealth Advisory offers financial planning, investment management, and consulting services to individuals, trusts, charitable organizations, and business entities. The firm employs an institutional modeling system with ETF-centric portfolios and incorporates strategies such as options, inverse ETFs, and third-party managers, while also providing in-house tax preparation and retirement plan consulting.

Client services

Based on Asendo Wealth Advisory

Financial planning Portfolio management

Expertise

Based on Asendo Wealth Advisory

General retirement planning Retirement income strategy Options & derivatives strategies

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees for financial planning ($900 to $20,000) and consulting (minimum $2,500); flat fee billing option for investment services ranging $20,000 to $150,000 annually including tax preparation

Percentage

Up to $749,999 - $749,999: 1.00% $750,000 - $1,999,999: 0.90% $2,000,000 - $3,499,999: 0.80% $3,500,000 - $4,999,999: 0.70% $5,000,000+: 0.50%

Project-based

Hourly consulting fees starting at $250/hour

Other

Fee-only: Fixed fees for financial planning ranging from $900 to $20,000; minimum $3,000 annually for new clients after Jan 1, 2023, unless qualifying for Planning Lite; fixed or hourly consulting fees minimum $2,500 fixed or $250/hour

Location

See office

Columbus, OH S. Grubb Street

254 S. Grubb Street

Columbus OH 43215

Advisors at this office

8

Most active in

Ohio

Work history

21 years of industry experience

TSG Advice Partners, LLC

2020 - Present • 6 years

Columbus, OH

Collaborative Financial Partners LLC

2017 - 2020 • 3 years

Columbus, OH

Ameriprise Financial Services, Inc.

2004 - 2017 • 13 years

Dublin, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Makinley C

Series 65

Hilliard, OH

Purpose1st Financial

Makinley Cornley is Co-Founder and Financial Advisor for Purpose1st Financial, a registered investment advisor based in Hilliard, Ohio serving high-net-worth families, business owners, and professional athletes. Makinley came to wealth management through personal loss, graduating from Penn State one week before her father passed, and later watching his estate fail to be distributed the way he intended. That experience is the reason protection is never a secondary conversation at Purpose1st. It is always the first. Over her career she progressed from financial advisor to Director of Operations at a firm managing private equity relationships and multimillionaire client portfolios, learning the work from inside the rooms where it actually happens. She co-founded Purpose1st with her husband Jamelle Cornley on the belief that the people who work hardest to build something deserve someone who works just as hard to protect it.

General retirement planning Wealth management Multi-generational wealth transfer Business succession planning Inherited wealth Founder/Business Owner Established Professionals Approaching retirement Retired

James B

CFP®

Upper Arlington, OH

Blue Advisors

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

Wealth management Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Married/Couples/Partners Approaching retirement Retired Baby Boomers (Born 1946-1964)

Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I'm the founder of ClearMind Capital, a fee-only firm based in Columbus, OH. I work mostly with business owners, self-employed professionals, and people who are close enough to retirement that the decisions they make in the next few years actually matter a lot. The planning I do tends to live at the intersection of retirement income, tax strategy, and the messier stuff that comes with owning a business or leaving one. A lot of my clients come in with good pieces in place but nobody has ever pulled them together or looked at how the tax picture connects to everything else. That's usually where the real work is. When we get that right, something shifts. People stop second-guessing whether they're making smart moves and start feeling like they actually have a plan they understand and trust. For most of my clients, that clarity is the thing they didn't know they were missing.

General tax planning General retirement planning Business ownership considerations Wealth management Early retirement planning Founder/Business Owner Self-Employed Artists or Creative Retired HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
user avatar

Freddie E

Series 66

Columbus, OH

Thomas Everett Investments, LLC

Freddie Everett Jr. is a financial advisor with Thomas Everett Investments, LLC in Columbus, OH, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved with Columbus Bible Way Church, Inc., where he has held various roles since 1999. Everett maintains an outside business activity as an insurance agent. Thomas Everett Investments serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by providing asset management, financial planning, ERISA plan consulting, and educational seminars. The firm specializes in non-discretionary management and offers a range of investment approaches, including fundamental, technical, and quantitative analysis, with a notable focus on serving charitable organizations and pension/ERISA clients.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Religious/faith focused
user avatar

Timothy C

Series 63

Westerville, OH

Ripple Effect Investment Strategies, LLC

Timothy Cooper is the sole advisor at Ripple Effect Investment Strategies, LLC in Westerville, OH, holding a Series 63 designation with 17 years of industry experience. He has operated Ripple Effect since 2008 and has been self-employed since 1997, with a significant portion of his time spent providing insurance services. Ripple Effect Investment Strategies serves individual clients through comprehensive financial planning that includes income analysis, Social Security, taxes, investments, insurance, and estate planning. The firm also offers tax preparation and public educational seminars, providing tailored written recommendations and ongoing reviews without exercising investment discretion or custody of client assets.

General retirement planning Social Security optimization Life insurance needs analysis General tax planning
user avatar

Lucinda L

Series 63, Series 66

Canal Winchester, OH

Lynch Retirement Advisors, LLC.

Lucinda Lynch is a financial advisor at Lynch Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Lincoln Financial Distributors and Lincoln Financial Advisors Corporation since 1996. Outside of her advisory role, she provides evening daycare services approximately 25 hours per week. Lynch Retirement Advisors focuses on retirement-centered financial planning and portfolio management for individuals, families, and small businesses. The firm emphasizes strategic retirement planning, utilizing tools like MoneyGuidePro and Charles Schwab technology, and manages both discretionary and non-discretionary accounts with around $19.84 million in assets under management.

General retirement planning Annuities Roth conversion strategy
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)