Best Wealth Advisors in Columbus

Best Wealth Managers in Columbus

Choosing the right wealth advisor can make all the difference in achieving financial stability, protecting your assets, and building a legacy for the future. Columbus has a growing number of experienced professionals who offer guidance tailored to individuals, families, and business owners. Each of these wealth advisors brings a unique perspective, professional expertise, and a deep commitment to their clients’ financial goals.

At Digital Reference, we spotlight the most trusted wealth advisors and wealth managers in Columbus, helping professionals and families identify advisors who consistently deliver results. Our goal is to connect decision-makers with standout expertise that brings clarity and long-term value.

Methodology: How We Chose These Columbus-based Wealth Advisors

We carefully selected each advisor through a combination of research, credibility, and community impact. Our curation focuses on proven track records and local expertise.

✨ Research-driven: Verified results, public case studies, and tested planning frameworks

💬 Client-reviewed: Authentic feedback demonstrating trust and strong ROI

🏆 Industry-recognition: Awards, speaking engagements, and thought leadership in wealth management

📍 Location-based: Advisors with strong ties to the Columbus community

Together, these factors ensure that each professional featured is among the most trusted in Columbus.

🌟 Meet the Wealth Advisors Making Things Happen in Columbus‍

🔴 Dan Colburn

Founder, Wealth Advisor and Owner at Colburn Wealth Management

🔗 LinkedIn 🌐 Colburn Wealth Management

Dan Colburn is the founder and managing partner of Colburn Wealth Management, a firm rooted in the values of trust, education, and long-term financial empowerment. Based in Columbus, Dan has built a career around helping individuals and families gain clarity in their financial lives through thoughtful, data-driven planning. His approach blends traditional investment principles with modern strategy—ensuring each client receives advice that’s both personalized and forward-looking.

Dan’s background includes years of hands-on experience in portfolio management, retirement income planning, and multigenerational wealth strategy. What makes him stand out is his commitment to taking the complexity out of financial decision-making—helping clients understand not just what to do, but why it matters. His firm, Colburn Wealth Management, embodies that philosophy through transparent communication and goal-oriented planning processes designed for sustainable success.

💡Why Dan Colburn stands out as a Wealth Advisor

🔍 Deep expertise in retirement and long-term wealth planning

📌 Data-informed approach that integrates market insight and client education

⚖️ Founder-led firm emphasizing integrity and financial clarity

🏢 Known for building authentic, lasting client relationships

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🔴 Lucas Klosterman

Senior Associate, Wealth Advisor at Sequoia Financial Advisors, LLC
🔗 LinkedIn

Lucas Klosterman is a Senior Associate and Wealth Advisor with Sequoia Financial Advisors. He emphasizes a client-first approach—working to deeply understand his clients’ values and helping individuals and families gain control of their financial lives. He holds a Bachelor of Science from Ohio University.

💡 Why Lucas stands out as a Wealth Advisor
🌳 Committed to building relationships grounded in listening and values alignment
📊 Works within a collaborative wealth-planning framework offering personalized advice
✨ Young professional focus—well positioned for emerging-wealth segments

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🔴 Kevin Fix CPA, CFP®

Wealth Advisor & Owner at Avior Wealth Management, LLC (Columbus, Ohio)
🔗 LinkedIn | 🌐 Website

Kevin Fix is a Wealth Advisor and owner at Avior Wealth Management. He holds both the Certified Financial Planner (CFP®) designation and is a licensed Certified Public Accountant (CPA) in Ohio. Kevin’s background spans public accounting, corporate finance, and senior management roles—he helps executives, business owners, and senior managers navigate complex tax, equity-compensation, and wealth-transfer issues.

 💡 Why Kevin stands out as a Wealth Advisor
🧾 Dual credentials (CPA + CFP®) signaling deep tax and planning expertise
📌 Specialist in executive compensation, business-owner retirement, and succession planning
🔍 Strong corporate-finance foundation that reinforces his strategic advisory approach

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🔴 Robbie Jamison CFP®

Wealth Advisor at Vawter Financial
🔗 LinkedIn

Robbie Jamison is a Wealth Advisor at Vawter Financial where he guides individuals toward financial success through personalized planning. He earned his CERTIFIED FINANCIAL PLANNER™ designation, and holds a major in Finance with a minor in Financial Planning from The Ohio State University. 

 💡 Why Robbie stands out as a Wealth Advisor
🌳 Strong academic foundation in finance + dedicated CFP® certification
📌 Works in a dynamic boutique firm setting that emphasizes client-centred guidance
✨ Focus on building early career momentum and growing deep advisor-client relationships

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🔴 Luke Fields CFP®

Financial Consultant at Foley & Fields Wealth Strategies
🔗 LinkedIn

Luke Fields is a CERTIFIED FINANCIAL PLANNER™ professional at Foley & Fields Wealth Strategies and a third-generation member of the firm. He holds Series 7 and 66 securities licenses as well as Ohio state life/health/variable annuity licenses. 

 💡 Why Luke stands out as a Wealth Advisor
📈 Multi-licensed professional with deep investment and planning credentials
👥 Firm heritage (“third-generation”) that suggests continuity and long-term client care
🤝 Emphasis on service culture and wealth management solutions for clients and businesses

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🔴 Breanna Beck CFP®

Wealth Advisor & Financial Planner at Avior Wealth Management
🔗 LinkedIn

Breanna Beck is a Wealth Advisor and Financial Planner at Avior Wealth Management, where she supports individuals and families through comprehensive financial planning, retirement strategies and investment guidance. She earned her bachelor’s degree in Consumer & Family Financial Services from Ohio State University and became a CERTIFIED FINANCIAL PLANNER™ professional in 2020. 

 💡 Why Breanna stands out as a Wealth Advisor
🎓 Strong credentials in both academic and industry planning domains
📌 Focus on holistic guidance across investment + retirement planning for families
🌟 A rising advisor with contemporary relevance and professional momentum

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🔴 Dylan T. Gaver, MS, MBA, CFP®

Wealth Advisor at Avior Wealth Management
🔗 LinkedIn

Dylan T. Gaver is a Wealth Advisor at Avior Wealth Management with more than 20 years of experience in the financial-services industry. He holds a Master of Science in Family Financial Planning from Oklahoma State University and an MBA from the University of Notre Dame. Prior to his current role he served as Chief Investment Officer and Head of Financial Planning at a Columbus-based Registered Investment Advisor. 

 💡 Why Dylan stands out as a Wealth Advisor
📊 Deep experience spanning investment strategy and financial planning leadership
🎓 Dual advanced degrees (MS + MBA) backed by CFP® credential—reflects technical + strategic capability
🔍 Focus on goal-based planning that aligns client dreams with actionable frameworks

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🔴 Ryan Cosgray

Vice President, Wealth Advisor at Sequoia Financial Group
🔗 LinkedIn

Ryan Cosgray is a Vice President and Wealth Advisor at Sequoia Financial Group. He brings over a decade of experience in financial services, focusing on helping clients simplify complex financial decisions and align outcomes with personal values. 

 💡 Why Ryan stands out as a Wealth Advisor
🤝 Skilled at translating complexity into clarity for clients
📌 A decade of experience—balanced depth and relatability
✨ Client-value-driven approach: emphasises what matters most to the client beyond numbers

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🔴 Jeffrey Tudor CRPS®

Vice President, Wealth Advisor at Sequoia Financial Group
🔗 LinkedIn

Jeffrey Tudor holds the Chartered Retirement Plans Specialist (CRPS®) designation and serves as Vice President and Wealth Advisor at Sequoia Financial Group. His background includes an MBA from Ashland University and a B.A. in Economics from The Ohio State University. His role emphasises confident financial-planning roadmaps across varying market conditions. 

 💡 Why Jeffrey stands out as a Wealth Advisor
📚 CRPS® credential reflects specialised retirement-plan and business-owner expertise
🧭 Combines investment know-how with strategic retirement guidance
💼 Positioned to help clients maintain direction regardless of market turbulence

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🔴 Jan Paul Vecerka CFP®

Senior Associate, Wealth Advisor at Sequoia Financial Group
🔗 LinkedIn

Jan Paul Vecerka is a Senior Associate and Wealth Advisor at Sequoia Financial Group whose practice is centred on guiding clients through life transitions with a personalized, values-based approach. He emphasises that clients are more than assets, and works to craft financial plans that reflect their unique stories. 

 💡 Why Jan stands out as a Wealth Advisor
🌳 Strong emphasis on relationship and narrative-driven planning
📌 Clear positioning as “guide” rather than formula-based advisor
✨ Focus on helping real people define and refine what matters most in their lives

Building Financial Confidence with Trusted Wealth Advisors in Columbus

Wealth advisors in Columbus play an essential role in guiding individuals, families, and businesses toward long-term stability and growth. Their expertise allows clients to prepare for retirement, protect assets, and create strategies that align with both immediate needs and future goals. By combining deep knowledge, professional designations, and a commitment to client success, these advisors provide clarity in an often overwhelming financial landscape. Their achievements and dedication to personalized service make them highly relevant for anyone seeking trusted financial guidance. Ultimately, their leadership helps transform uncertainty into confidence, ensuring clients are better equipped to build lasting legacies.

At Digital Reference, radical authenticity is the foundation of how expertise is presented—spotlighting professionals who consistently deliver with integrity and real impact. This approach underscores the importance of staying aligned with genuine value, ensuring that decision-makers find clarity in a marketplace filled with options.

Explore more from Digital Reference to discover deeper insights and perspectives that can guide your journey.

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• Wealth Management Consulting Services in the USA
• Find Fractional CFOs Near Me

Wealth advisors in Columbus demonstrate how the right financial partner can make a meaningful difference in securing a stronger future. Their guidance offers not only expertise but also the assurance that every financial step is grounded in purpose and strategy. For professionals and families alike, having a reliable point of reference creates clarity and confidence in decision-making. If you’re ready to explore trusted insights that help you move forward with certainty, you’ll find your guide at Digital Reference.

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