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Best Financial Advisors in Columbus
Columbus Financial Planners
Columbus, OH is more than the state’s capital—it’s a city where families, entrepreneurs, and organizations thrive with the right financial strategies. Local financial advisors and planners help shape futures by guiding investments, managing risks, and designing retirement or succession plans tailored to client needs.
At Digital Reference, we celebrate professionals who combine expertise, transparency, and community impact. Our curated list highlights the Columbus advisors who embody these values, whether as solo consultants, firm leaders, or independent operators.
Our Methodology: How We Selected the Best Financial Advisors in Columbus
🔹 Reviewed advisors across Columbus with strong professional visibility and community presence.
✨ Prioritized professionals holding recognized certifications such as CFP®, CFA, ChFC®, and CEPA.
📌 Considered advisors with awards, publications, and thought-leadership contributions.
🔹 Evaluated contributions to Columbus through volunteerism, nonprofit support, or leadership roles.
✨ Highlighted those who communicate clearly about their process, values, and client-first approach.
🌟 Meet the Financial Advisors Shaping Columbus’s Financial Future
🔷 Matthew J. Daniel
Co-Founder at Columbus Wealth Management
Matthew Daniel is one of the few advisors to hold both CFA and CFP credentials, showcasing a rare balance of technical depth and planning expertise. His career focuses on evidence-based planning that adapts to shifting markets while remaining grounded in clients’ real-world needs. Matthew has earned recognition for his ability to bridge complex finance with everyday clarity. In addition, he often contributes to industry discussions, helping advance best practices in the financial planning profession.
Why he stands out:
🔹 Strong expertise in investment management and holistic planning.
✨ Known for analytical rigor combined with clear communication.
📌 Builds tailored strategies for both immediate and long-term financial goals.
🔷 Joe Schmitz Jr.
Founder and CEO at Peak Retirement Planning, Inc.
Joe Schmitz is a Columbus advisor who integrates values into the financial planning process. With multiple designations, including ChFC® and CKA®, Joe is well-equipped to deliver comprehensive advice. He specializes in retirement planning and often incorporates a faith-based lens for clients seeking strategies aligned with personal beliefs. Beyond his professional work, Joe is active in his community, reinforcing his commitment to making a positive difference both financially and personally.
Why he stands out:
🔹 Expertise in retirement and long-term wealth planning. ✨ Offers guidance that integrates values with strategy. 📌 Builds client trust through ethical and principle-driven advising.
🔷 Robert Deitrick
Financial Advisor, CEO & Managing Partner, Polaris Financial Partners, LLC
Robert Deitrick is a recognized leader in Columbus financial circles, celebrated for his steady and research-driven approach. His expertise helps clients navigate unpredictable markets with confidence. Beyond finance, Robert has remained active in community efforts, demonstrating his dedication to making an impact both inside and outside the office. He is also a frequent speaker on leadership and financial literacy, underscoring his belief in the importance of education.
Why he stands out:
🔹 Long-standing expertise in wealth management and client guidance.
✨ Known for community engagement and philanthropic contributions.
📌 Skilled at breaking down market behavior into actionable insights.
🔷 Drew Boyer
President & Founder, Boyer Financial Group
Drew Boyer focuses on building clarity and confidence for his clients. His advising style prioritizes transparency, ensuring that clients not only have a plan but also fully understand it. With a reputation for approachable professionalism, Drew empowers clients to take ownership of their financial future. He also advocates for ongoing client education, believing that financial literacy is key to long-term stability.
Why he stands out:
🔹 Comprehensive expertise in planning and investment strategies.
✨ Recognized for clear and consistent client communication.
📌 Builds realistic, transparent, and client-centered roadmaps.
🔷 Adam D. Koós
President & Founder, Libertas Wealth
Adam Koós brings a rare combination of financial planning and technical market analysis to his work. With certifications ranging from CFP® to advanced market technician designations (CMT, CFTe), Adam offers clients a unique balance of strategy and precision. He specializes in retirement planning, exit planning for business owners, and building adaptive portfolios that account for market cycles. In addition to advising, Adam is a frequent speaker and writer on wealth strategy, helping raise financial literacy across Ohio.
Why he stands out:
🔹 Holds multiple advanced financial and technical analysis designations.
✨ Expertise in retirement, investment, and exit planning.
📌 Known for blending traditional planning with tactical market insights.
🔷 Paul Gydosh
Managing Director, Partner, and Founder, Kensington Wealth Partners, Ltd
Paul Gydosh brings decades of advisory experience to Columbus, with a focus on delivering clarity and confidence in investment and planning decisions. Known for his analytical approach, Paul has guided clients through market cycles with consistency and foresight. He emphasizes discipline in financial decision-making, helping clients focus on long-term outcomes rather than short-term noise. His thought leadership and client loyalty underscore his impact in the financial planning field.
Why he stands out:
🔹 Deep expertise in wealth management and investment analysis.
✨ Trusted advisor during both market highs and lows.
📌 Reputation for disciplined, long-term strategies.
🔷 Fred Everett, Jr.
Financial Advisor at Thomas Everett Investments, LLC
Fred Everett Jr. is known for his practical and approachable style in financial planning. With a strong focus on helping clients prepare for retirement and achieve lifestyle goals, Fred takes pride in designing strategies that balance ambition with realism. He brings a wealth of experience to every client relationship, ensuring advice is both professional and personal. His community engagement further highlights his commitment to Columbus beyond his advisory work.
Why he stands out:
🔹 Specializes in retirement and lifestyle-based financial strategies.
✨ Combines professional planning with approachable communication.
📌 Known for balancing long-term growth with realistic expectations.
🔷 Josh Gallogly
Managing Member & Founder at Milestones Financial, LLC
Josh Gallogly is a CFP® who has built a career on helping clients balance their short-term needs with long-term aspirations. His advising style emphasizes practicality while ensuring clients stay on track toward wealth-building goals. Josh’s ability to communicate complex financial strategies in clear, actionable terms has made him a trusted advisor in Columbus. He is also known for developing tailored retirement and investment strategies that adjust with clients’ life stages.
Why he stands out:
🔹 Expertise in wealth management and retirement planning.
✨ Recognized for simplifying complex financial concepts.
📌 Builds strategies that evolve alongside client needs.
🔷 Teri Alexander
Founder, Senior Advisor at Alexander Financial Planning, Inc.
Teri Alexander is a highly credentialed CFP® with a master’s degree in financial planning and additional certifications in financial transitions and fiduciary practices. Her work often focuses on guiding clients through life changes such as divorce, inheritance, or retirement, offering clarity in moments that feel overwhelming. Teri’s academic background and professional practice demonstrate her commitment to both knowledge and empathy. She also mentors younger professionals, helping strengthen the next wave of financial leaders.
Why she stands out:
🔹 Specialist in financial transitions and fiduciary advising.
✨ Holds multiple advanced financial planning credentials.
📌 Known for balancing technical expertise with emotional intelligence.
🔷 Benjamin Daniel
Financial Planner at The Advisor Project
Benjamin Daniel is a CFP® who focuses on helping clients achieve both personal and professional financial milestones. His career has been built on a foundation of personalized planning, ensuring every strategy reflects each client’s unique circumstances. Benjamin has earned a reputation for his dedication to thorough planning and attention to detail. He also emphasizes education, making sure clients understand not only the “what” but the “why” behind every recommendation.
Why he stands out:
🔹 Expertise in comprehensive financial planning.
✨ Recognized for detail-oriented strategies and planning precision.
📌 Prioritizes client education and transparency.
🔷 Emily DeBlase
Founder & Financial Planner at Organic Wealth
Emily DeBlase brings a strong academic foundation with a master’s degree in financial services, paired with advanced designations in retirement and investment planning. She has a proven track record of helping clients maximize retirement benefits and workplace savings plans. Emily is particularly skilled at working with professionals navigating corporate benefit packages, pensions, and long-term retirement structures. Her approachable style and depth of expertise make her a valued advisor to many in Columbus.
Why she stands out:
🔹 Expertise in corporate retirement and investment planning.
✨ Strong academic and professional background in financial services.
📌 Known for optimizing retirement plans and workplace savings strategies.
🔷 Kristen Moosmiller
Founder, Managing Partner, Senior Advisor at NorthAvenue Financial Advocates
Kristen Moosmiller is both an Enrolled Agent (EA) and CFP®, giving her a unique edge in combining tax planning with financial advising. She has helped countless clients align investment and retirement decisions with smart tax strategies, saving them money and stress. Kristen is recognized for her meticulous attention to detail and her ability to navigate complex financial scenarios with ease. Her dual expertise makes her particularly valuable for individuals and families seeking well-rounded guidance.
Why she stands out:
🔹 Specialist in tax-efficient financial planning.
✨ Dual expertise as both an EA and CFP®.
📌 Known for precision and careful strategy integration.
🔷 Michael R. Harding
President at Harding Financial Group
Michael Harding has a long-standing career as a trusted CFP® in Columbus. His focus is on helping clients align financial strategies with personal goals, whether that’s retirement, education, or wealth transfer. Michael is known for his ability to simplify the planning process while maintaining rigorous standards. He is also admired for his commitment to building meaningful, long-term client relationships that span generations.
Why he stands out:
🔹 Expertise in wealth transfer and retirement planning.
✨ Focused on building long-term client relationships.
📌 Recognized for simplifying financial planning while maintaining rigor.
🔷 Jason A. Eliason
Partner at Waller Financial Planning Group, Inc.
Jason Eliason is one of the few advisors to hold the CFP®, ChFC®, and CFA designations, placing him among the most credentialed professionals in the region. His career highlights include leading complex investment strategies and offering holistic planning guidance to diverse clients. Jason is known for his analytical rigor as well as his ability to break down technical concepts into client-friendly terms. He also contributes thought leadership to the industry, reinforcing his reputation as a trusted voice in financial planning.
Why he stands out:
🔹 Holds three top-tier financial planning and investment designations.
✨ Expertise in complex investment strategy and holistic planning.
📌 Known for translating technical insights into practical solutions.
Building Columbus’s Financial Future Together
The financial advisors and planners of Columbus stand out not only for their technical expertise but also for the depth of trust, mentorship, and care they bring to their work. From simplifying complex strategies to guiding families through generational transitions, this community is united by a commitment to clarity, education, and client-first service. Their impact extends well beyond balance sheets, strengthening businesses, empowering individuals, and fostering resilience across the region.
As Columbus continues to grow, these professionals will remain at the heart of helping clients turn aspirations into achievable plans. Their dedication ensures that financial decisions become opportunities and that stability and confidence ripple outward into the community.
Unlock insights that drive stronger strategies and leadership clarity. Explore more from Digital Reference:
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Financial advisors in Columbus demonstrate how expertise, trust, and strategy can turn financial goals into lasting confidence for families, professionals, and organizations. Their ability to combine technical skill with genuine care ensures that even the most complex decisions become clear, practical steps toward the future. Just as these advisors serve as reliable partners in planning and growth, Digital Reference is here to connect you with the talent shaping meaningful impact. The most effective place to start is right here, only at Digital Reference.
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