Top financial advisors in Columbus, OH
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Columbus, OH when facing complex tax situations, such as navigating municipal income taxes that differ by city. Without local expertise, it's easy to overlook these nuances, which can affect your overall tax strategy and investment decisions.
- Local tax knowledge. Confirm how they incorporate Columbus-specific municipal taxes into your financial plan to avoid unexpected liabilities.
- Experience with diverse firms. Ask about their background with both independent and large firms to understand their approach to client service and resources.
- Fee structure clarity. Flat-fee advisors can offer predictable costs; inquire how fees are structured and what services are included.
- Generational insight. Whether you’re a Baby Boomer or Millennial, check how they tailor advice to your life stage and financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Terrie A
CFP®, Series 63, Series 65, Series 66
Columbus, OH
Milestone Wealth Strategies
Terrie Austin's 26 years of experience and CFP® certification equip her to handle complex financial needs in Columbus, including local tax nuances. As an independent advisor offering flat-fee financial planning and specializing in divorce financial planning, she provides personalized, risk-controlled portfolio management distinct from larger firms.
Experience: 26 years
Avg account: $280,871
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Erik R
CFP®, Series 63, Series 65
Columbus, OH
Gerber, LLC
Erik Roemer's 31 years of experience and CFP® certification equip him to navigate Columbus's complex tax landscape, especially for high-net-worth clients and business owners. His firm, Gerber, LLC, offers flat-fee entrepreneurial planning with a long-term, diversified investment approach, distinguishing him from advisors focused solely on asset-based fees or less specialized client types.
Experience: 32 years
Avg account: $2,654,773
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Clinton B
Series 66
Columbus, OH
Nationwide Investment Advisors, LLC
Clinton Bakle's 14 years of experience and Series 66 license equip him to address Columbus-specific tax nuances, especially for retirees focusing on retirement income and withdrawal strategies. Working with Nationwide Investment Advisors, a large firm specializing in ERISA 401(k) and public plans, he offers managed-account solutions with fees up to 1.00% annually, catering primarily to retirement plan participants.
Experience: 14 years
Avg account: $66,485
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Neal P
Series 63, Series 66
Columbus, OH
Merrill
Neal Patel's experience at Merrill equips him to address Columbus-specific tax challenges, including municipal income taxes, through tax-loss harvesting and active portfolio management. His background with large firms like Bank of America and J.P. Morgan, combined with a 1.10% AUM fee for managed strategies, suits mid-career professionals and HENRY clients seeking integrated, tax-focused investment solutions.
Experience: 2 years
Avg account: $860,085
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Jason D
Series 66
Columbus, OH
J.P. Morgan Securities
Jason Demopoulos offers wealth management services in Columbus, OH, backed by his Series 66 designation and experience at major firms like UBS and Bank of America. His affiliation with J.P. Morgan Securities provides access to institutional consulting and customized reporting, with a 0.30% annual AUM fee, distinguishing him through large-firm resources and a focus on executive and business owner clients.
Experience: 4 years
Avg account: $318,381
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