John E. Sestina and Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
John E. Sestina and Company provides advisory services to individual and high-net-worth clients, offering comprehensive financial planning, individual portfolio management, and retirement-plan consulting. The firm also provides education-focused workshops and seminars at no cost to attendees and delivers ongoing account supervision and plan-level services.
The firm builds portfolios using modern portfolio theory and a long-term trading approach, creating individual investment policies through client interviews and model portfolios with typically quarterly reviews; management can be discretionary or non-discretionary depending on the client agreement. Recommendations generally emphasize mutual funds and related instruments, and the firm supplements its research and portfolio feedback with artificial intelligence tools while disclosing the limits and risks associated with AI-generated outputs.
Noteworthy elements include a team-based ownership structure in which multiple owner-members work full time as financial planners and the size of its business—about $744 million in discretionary AUM plus roughly $1.12 billion in assets under advisement. Compared with many peers, the firm’s free public seminars and its provision of 3(21) ERISA advisory services for retirement plans stand out, as does its stated practice of not aggregating (block) trades for multiple client accounts.
Client services
Expertise
Fee options
$0.00 - $500,000.00: $500,000.01 - $1,000,000.00: $1,000,000.01 - $1,500,000.00: $1,500,000.01 - $2,000,000.00: $2,000,000.01 - $2,500,000.00: $2,500,000.01 - $3,000,000.00: $3,000,000.01 - $3,500,000.00: $3,500,000.01 - $4,000,000.00: $4,000,000.01 - $4,500,000.00: $4,500,000.01 - $5,000,000.00: $5,000,000.01 - $6,000,000.00: $6,000,000.01 - $7,000,000.00: $7,000,000.01 - $8,000,000.00: $8,000,000.01 - $9,000,000.00: $9,000,000.01 - $10,000,000.00: $10,000,000.01+: Negotiable
Account minimum: $100,000 Minimum fee: Minimum annual fees ranging from $4,000 to $45,000 based on net worth tiers; fees are negotiable above $10,000,000 Fee-only: Full Service Financial Planning fees based on net worth schedule; fees are negotiable and may be waived in some cases
Main office
See office1161 Bethel Road, Suite 201
Columbus OH 43220
Advisors at this office
7
Offices (2)
Most active in
Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Also doing business as
John E. Sestina And Company · Mtbw, LLC · Sestina John E. Co
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Anthony P
CFP®
Columbus, OH
John E. Sestina and Company
Anthony Payne is a CFP® professional with nine years of experience in financial advising. He has been with John E. Sestina and Company since 2016. The firm serves individual and high-net-worth clients by providing comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. John E. Sestina and Company employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, following a long-term, diversified investment approach grounded in modern portfolio theory.
Robert Aaron H
CFP®
Columbus, OH
John E. Sestina and Company
Robert Aaron Hammack is a CFP® professional with seven years of industry experience, currently serving at John E. Sestina and Company since 2014. He is based in Columbus, OH, and has been with the firm in various capacities since that time. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. The firm employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, using a long-term, diversified investment approach grounded in modern portfolio theory.
Stephen L
CFP®
Columbus, OH
John E. Sestina and Company
Stephen Lukan is a CFP® professional with nine years of industry experience, currently affiliated with John E. Sestina and Company in Columbus, OH. He has been with the firm since 2016. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, using a long-term, diversified investment approach grounded in modern portfolio theory.
Spencer H
CFP®
Columbus, OH
John E. Sestina and Company
Spencer Hagar is a CFP® professional with five years of industry experience, currently serving as a financial advisor at John E. Sestina and Company since 2017. Prior to his advisory role, he worked at Target from 2014 to 2019. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment strategy grounded in modern portfolio theory.
Craig C
CFP®
Columbus, OH
John E. Sestina and Company
Craig Constantinovich is a CFP® professional with nine years of experience in financial advising. He has been with John E. Sestina and Company since 2013. The firm serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, and retirement plan consulting through a multi-advisor team. Their investment approach is based on modern portfolio theory and a diversified, long-term strategy, incorporating mutual funds, ETFs, and alternative asset classes when appropriate.
Kimberly W
CFP®
Strongsville, OH
John E. Sestina and Company
Kimberly Wirtz is a CFP® with nine years of industry experience, currently serving at John E. Sestina and Company. She has been affiliated with the firm and its related entity MTBW, LLC since 2005. Outside of her advisory role, she coaches junior varsity girls' golf for the Strongsville City School District. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment process grounded in modern portfolio theory.
Cameron U
CFP®
Columbus, OH
John E. Sestina and Company
Cameron Uttley is a CFP® professional at John E. Sestina and Company with three years of industry experience. He has been with John Sestina and Company since 2021 and previously worked at Retirement Strategies LTD and Mount Vernon Nazarene University. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement-plan consulting. The firm uses modern portfolio theory and a long-term trading approach, offers free educational workshops, and incorporates artificial intelligence tools in its research and portfolio feedback.
Tyler C
CFP®
Columbus, OH
John E. Sestina and Company
Tyler Cook is a CFP® professional with nine years of industry experience, currently serving at John E. Sestina and Company since 2016. He is based in Columbus, OH, and has been associated with the firm, in various capacities, since 2004. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and follows a long-term, diversified investment strategy primarily using mutual funds and ETFs, along with other asset classes when appropriate.
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