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Columbus, OH Office

Team
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ANTOLINO Wealth Advisors logo

ANTOLINO Wealth Advisors

Team

Firm-wide stats for ANTOLINO Wealth Advisors

Total advisors

12

Across 4 offices

Clients per advisor

79 High

Avg AUM per client

$1,459,973 High

HNW client ratio

20% Low

About

ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high‑net‑worth clients, trusts, estates and retirement plans. Its advisory offerings include an upfront planning process called the UltraVision System® and ongoing membership tiers under the UltraVision Club™, alongside discretionary and non‑discretionary portfolio management and pension consulting.

The firm follows a multi‑dimensional asset allocation approach it calls the ABC’s of Cashflow™, implementing Efficient and Strategic solutions—core, passive and income models; Dimensional ETFs; buffered equity products and alternative investments; a concentrated GP 25 stock strategy; and separately managed accounts—using tools such as eMoney, Morningstar and portfolio visualization software to build custom portfolios and conduct ongoing reviews. Planning engagements emphasize a Math Model, “what‑if” analysis and summary opinion deliverables, and the firm monitors accounts on an ongoing basis when engaged for investment management.

Compared with many team advisers, ANTOLINO discloses a formal affiliation with legal services—one of the firm’s principals is a licensed attorney who may provide legal work in a separate capacity—and several advisers also operate as registered representatives and insurance agents, a structure the firm discloses and manages for conflicts of interest. The brochure also discloses the use of hypothetical performance illustrations from third‑party providers in client analyses, a practice that is relatively uncommon among similarly sized team firms.

Based on ANTOLINO Wealth Advisors

Expertise

Passive / index investing Active portfolio management Income planning Real estate investing Private / alternative investments

Based on ANTOLINO Wealth Advisors

Occupation focus

Retired Founder/Business Owner

Based on ANTOLINO Wealth Advisors

Demographic focus

Mid-Career Professionals Established Professionals

Based on ANTOLINO Wealth Advisors

Location

150 E. Broad St., Suite 100

Columbus OH 43215

Advisors at this office

8

Advisors at this office

user avatar

Jason W

Series 66

Columbus, OH

ANTOLINO Wealth Advisors

Jason Witt is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 66 credential with seven years of industry experience. His prior roles include positions at United Wholesale Mortgage and Brooks Running. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach and offers a structured planning process called the UltraVision System®, combining discretionary and non-discretionary portfolio management with the use of advanced financial tools.

Passive / index investing Active portfolio management Income planning Real estate investing Private / alternative investments Retired Founder/Business Owner Mid-Career Professionals Established Professionals
user avatar

Brandon B

CFP®, ChFC®, Series 66

Columbus, OH

ANTOLINO Wealth Advisors

Brandon Boychuk is a financial advisor with ANTOLINO Wealth Advisors in Columbus, OH, holding credentials including CFP® and ChFC® with 10 years of industry experience. His prior work includes positions at Kestra Investment Services, Bank of America, and Merrill. Outside of advising, he owns an auto detailing business. ANTOLINO Wealth Advisors offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm utilizes a multi-dimensional asset allocation approach, incorporating various investment models and planning tools to create custom portfolios and ongoing reviews.

Passive / index investing Active portfolio management Income planning Real estate investing Private / alternative investments Retired Founder/Business Owner Mid-Career Professionals Established Professionals
user avatar

Jason B

CFP®, CFA®

Columbus, OH

ANTOLINO Wealth Advisors

Jason Burkholder is a CFP® and CFA® with 17 years of industry experience. He has been with ANTOLINO Wealth Advisors since 2026, previously working for New Legacy Financial Group, LLC for 17 years. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans, using a multi-dimensional asset allocation approach called the ABC’s of Cashflow™. The firm offers a planning process known as the UltraVision System® and employs various portfolio management strategies, including discretionary and non-discretionary management and pension consulting.

Passive / index investing Active portfolio management Income planning Real estate investing Private / alternative investments Retired Founder/Business Owner Mid-Career Professionals Established Professionals
user avatar

Jack H

CFP®, Series 63, Series 65

Columbus, OH

ANTOLINO Wealth Advisors

Jack Hewitt is a CFP® professional with Series 63 and Series 65 licenses currently affiliated with ANTOLINO Wealth Advisors in Columbus, OH. He has been working in the financial advisory industry since 2023, including roles at Lifetime Financial Growth and Advanced Retirement Design. Prior to his financial career, he was a student for seven years. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans with financial planning and investment management services. The firm uses a multi-dimensional asset allocation approach called the ABC’s of Cashflow™ and offers proprietary planning and membership programs alongside discretionary and non-discretionary portfolio management.

Passive / index investing Active portfolio management Income planning Real estate investing Private / alternative investments Retired Founder/Business Owner Mid-Career Professionals Established Professionals
user avatar

Ralph A

Series 63

Columbus, OH

ANTOLINO Wealth Advisors

Ralph Antolino Jr. is a financial advisor with ANTOLINO Wealth Advisors in Columbus, OH, holding a Series 63 designation and over 41 years of industry experience. He has worked at Kestra Investment Services since 2016 and has been involved with Antolino & Associates, Inc. since 1975. Outside of advising, he serves as a director of The Carmella Foundation, a charitable organization, and is also an author and public speaker. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach, combining core, passive, income, and alternative investment strategies alongside proprietary planning tools such as the UltraVision System® and UltraVision Club™, with an emphasis on ongoing account monitoring and customized solutions.

Passive / index investing Active portfolio management Income planning Real estate investing Private / alternative investments Retired Founder/Business Owner Mid-Career Professionals Established Professionals
user avatar

Nicholas B

CFP®, ChFC®, Series 63

Columbus, OH

ANTOLINO Wealth Advisors

Nicholas Bowden is a financial advisor at ANTOLINO Wealth Advisors in Columbus, OH, with eight years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining ANTOLINO, he worked at Kestra Investment Services, Nationwide Investment Services, Nationwide Mutual Insurance, NFM Lending/Finance of America, and Phantom Pools. Outside of his advisory role, he serves as president of the Columbus chapter of AMSPIRIT Business Connections, a networking and marketing organization. ANTOLINO Wealth Advisors provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach and offers an upfront planning process called the UltraVision System®, along with ongoing membership tiers through the UltraVision Club™.

Passive / index investing Active portfolio management Income planning Real estate investing Private / alternative investments Retired Founder/Business Owner Mid-Career Professionals Established Professionals
user avatar

Ian E

CFP®, Series 63

Columbus, OH

ANTOLINO Wealth Advisors

Ian Erdman is a CFP® with 10 years of experience in the financial industry, currently serving at ANTOLINO Wealth Advisors. His prior roles include positions at Nationwide Financial and Kestra Investment Services. Outside of his advisory work, he also works as a part-time rideshare driver. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation approach called the ABC’s of Cashflow™, offering customized portfolios and ongoing planning supported by proprietary systems such as the UltraVision System® and UltraVision Club™ membership tiers.

Passive / index investing Active portfolio management Income planning Real estate investing Private / alternative investments Retired Founder/Business Owner Mid-Career Professionals Established Professionals
user avatar

Christian H

CFP®

Columbus, OH

ANTOLINO Wealth Advisors

Christian Hertl is a CFP® professional with 21 years of industry experience, currently serving at ANTOLINO Wealth Advisors in Columbus, OH. He has held roles at AA Financial Advisors, LLC and Kestra Investment Services, LLC for over a decade. Hertl is also involved with Finances Simplified, a tax and accounting service, where he holds a minority interest. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a multi-dimensional asset allocation approach and offers structured planning and portfolio management services through its proprietary UltraVision System® and UltraVision Club™ membership tiers.

Passive / index investing Active portfolio management Income planning Real estate investing Private / alternative investments Retired Founder/Business Owner Mid-Career Professionals Established Professionals
View complete list of advisors at this office
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