Best Franklin County, Ohio Financial Planners
Navigating the world of financial planning can be daunting. Franklin County, Ohio, is home to many top-notch financial advisors ready to help you manage your wealth, plan for retirement, and achieve your financial goals. This guide will walk you through some of the best financial planners in the area, highlighting their services, credentials, and what sets them apart. Whether you need investment advice, tax planning, or estate planning, these experts are here to help.
What to Look For in a Financial Planner
When selecting a financial planner, it’s crucial to consider their credentials, experience, and the range of services they offer. A well-rounded financial planner should have the necessary certifications such as Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA). These certifications indicate a high level of expertise and commitment to the field.
-Importance of Credentials
Credentials are not just letters after a name; they represent rigorous training and adherence to ethical standards. For example, a CFP® professional has completed extensive coursework, passed a comprehensive exam, and committed to ongoing education. Similarly, CFA charterholders have demonstrated a deep understanding of investment management. These credentials ensure that your financial planner is well-equipped to offer sound advice.
Experience and Specialization
Experience matters in financial planning. Seasoned advisors have seen various market conditions and can provide insights that newer advisors might not. Additionally, some financial planners specialize in areas like retirement planning, tax strategy, or estate planning. Finding a planner whose expertise matches your needs can be beneficial.
Services Offered
A comprehensive financial planner should offer a wide range of services. From investment management to estate planning, the best planners provide holistic financial advice. This approach ensures that all aspects of your financial life are considered and optimized.
Fee Structure
Understanding how your financial planner is compensated is crucial. Common fee structures include fee-only, where the planner charges a flat fee or hourly rate, and fee-based, which may include a combination of fees and commissions. Fee-only planners are often preferred for their objectivity, as they do not earn commissions on the products they recommend.
-Client Reviews
Reviews and testimonials can provide valuable insights into a financial planner’s performance and client satisfaction. Platforms like Yelp and the Better Business Bureau (BBB) offer reviews that can help you gauge the quality of service provided.
Top Financial Planners in Franklin County, Ohio
PDS Planning, Inc.
PDS Planning, Inc. is highly regarded for its comprehensive financial planning services. Based in Dublin, Ohio, PDS Planning offers a range of services including investment advisory, retirement planning, and estate planning. They are known for their fee-only structure, ensuring unbiased advice. Clients appreciate their personalized approach and commitment to transparency.
Contact Information:
- Address: 475 Metro Place S, Suite 460, Dublin, OH 43017
- Phone: (614) 481-8449
- Website: PDS Planning
- Social Media: LinkedIn
Libertas Wealth Management Group
Libertas Wealth Management Group offers a range of financial services tailored to meet individual needs. Their fee-only structure and A+ BBB rating speak to their dedication to client-centric service. They specialize in retirement planning, investment management, and comprehensive financial planning.
Contact Information:
-- Address: 5003 Horizons Dr, Suite 200, Columbus, OH 43220
- Phone: (614) 543-1350
- Website: Libertas Wealth Management
- Social Media: Facebook
Alpha Financial Planning
Alpha Financial Planning is a well-respected firm offering fee-only financial planning services. They focus on retirement planning, investment management, and financial consulting. Clients appreciate their detailed and strategic approach to financial planning.
Contact Information:
- Address: 6241 Riverside Dr, Dublin, OH 43017
- Phone: (614) 384-0499
- Website: Alpha Financial Planning
- Social Media: Twitter
rebel Financial
Rebel Financial stands out for its innovative approach to financial planning. They offer a variety of services including retirement planning, investment management, and comprehensive financial consulting. Known for their A+ BBB rating, they provide fee-only services ensuring unbiased advice.
-Contact Information:
- Address: 5940 Clyde Moore Dr, Suite C, Groveport, OH 43125
- Phone: (614) 441-9605
- Website: rebel Financial
- Social Media: Instagram
Rivers Lidke Graham Financial Group
This firm is known for its personalized financial planning services. They offer retirement planning, investment management, and estate planning. Their A+ BBB rating highlights their commitment to client satisfaction and ethical standards.
Contact Information:
- Address: 9039 Antares Ave, Suite H2, Columbus, OH 43240
- Phone: (614) 601-6150
- Website: Rivers Lidke Graham Financial Group
- Social Media: LinkedIn
Detailed Reviews and Client Testimonials
PDS Planning, Inc.
Clients rave about the personalized and professional service at PDS Planning, Inc. One client mentioned, “PDS Planning helped me navigate a complex financial situation with ease. Their advice was clear, actionable, and tailored to my specific needs. I couldn’t be happier with their service.”
Another review highlighted their transparency, stating, “The team at PDS Planning is always upfront about their fees and ensures that I understand every aspect of my financial plan. Their fee-only structure means I can trust their recommendations.”
Libertas Wealth Management Group
Libertas Wealth Management Group is praised for its comprehensive approach and attentive service. A satisfied client shared, “Libertas has been instrumental in helping me achieve my retirement goals. Their strategic planning and investment advice are top-notch.”
Clients also appreciate their dedication to education. One reviewer noted, “Libertas offers regular seminars and workshops that have been incredibly helpful in understanding complex financial topics. Their commitment to client education sets them apart.”
Alpha Financial Planning
Alpha Financial Planning’s detailed and strategic approach earns high marks from clients. One client review stated, “Alpha Financial Planning took the time to understand my financial goals and crafted a plan that was both realistic and ambitious. Their attention to detail is impressive.”
Another client highlighted their expertise, saying, “The advisors at Alpha are incredibly knowledgeable and always stay current with the latest financial trends. I feel confident in their ability to manage my investments.”
rebel Financial
Rebel Financial is known for its innovative and client-focused service. One client shared, “Rebel Financial offers a refreshing approach to financial planning. Their use of technology and personalized service makes managing my finances easier and more efficient.”
Clients also appreciate their transparency and integrity. A review noted, “Rebel Financial is always transparent about their fees and provides unbiased advice. I trust them completely with my financial future.”
Rivers Lidke Graham Financial Group
Rivers Lidke Graham Financial Group receives high praise for its personalized and professional service. One satisfied client mentioned, “The team at Rivers Lidke Graham takes the time to understand my unique financial situation and offers tailored advice. Their expertise and commitment to client satisfaction are evident in every interaction.”
Another client highlighted their proactive approach, stating, “Rivers Lidke Graham regularly reviews my financial plan and makes adjustments as needed. Their proactive approach ensures that I stay on track to meet my financial goals.”
Conclusion
Selecting the right financial planner is a crucial step in achieving your financial goals. The financial planners highlighted in this article offer a range of services and have a proven track record of client satisfaction. By considering their credentials, experience, and client reviews, you can find a financial planner who is well-suited to help you navigate the complexities of financial planning.