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Find Retirement Advisors for Retirement Planning in Westerville, Ohio

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Westerville, Ohio

Last Updated - July 11, 2024

Westerville has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Westerville, Ohio have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Westerville, Ohio

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Andrew Hayek
Bluestone Wealth Partners / LPL Financial

Qualifications
CRD# 4390780
Firm CRD# 6413

Minimum Assets Required
Not Specified

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Not Specified

advisor-photo
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Ian Gedminas
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 6778003
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Brian Mills
CFP®
Mills Financial Planning,Inc.

Qualifications
CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions

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Doug Kinsey
CFP®, Certified Divorce Financial Analyst(CDFA)
Artifex Financial Group, LLC

Qualifications
CRD# 1223159
Firm CRD# 140643

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Flat Fee, Based on Assets

Top 8 Retirement Planning firms in Westerville, Ohio (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
4960 E. Dublin-Granville Road, Suite 500
Westerville, OH, 43081
$2,666,670,00079
A Percentage of AUM, Performance Based
2
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
579 Executive Campus, Suite 375
Westerville, OH, 43082
$410,562,24914026
A Percentage of AUM
3
YARGER WEALTH STRATEGIES, LLC
140 Dorchester Square S., Suite B
Westerville, OH, 43081
$310,603,0105184
A Percentage of AUM, Fixed Fees
4
RETIREMENT PLANS, INC.
124 Dorchester Square, Suite B
Westerville, OH, 43081
$211,004,6532647
A Percentage of AUM
5
SWISHER FINANCIAL CONCEPTS, INC.
612 Office Parkway, Suite B
Westerville, OH, 43082
$183,472,67611707
A Percentage of AUM, Hourly charges, Commission Based
6
CENTRICITY WEALTH MANAGEMENT, LLC
515 Executive Campus Drive, Suite 100
Westerville, OH, 43802
$155,810,2075563
A Percentage of AUM, Hourly charges, Fixed Fees
7
SHAFFER CAPITAL
550 Polaris Parkway, Suite 130
Westerville, OH, 43082
$131,811,0734276
A Percentage of AUM, Hourly charges, Fixed Fees
8
JERICHO FINANCIAL
38-A Commerce Park Drive,
Westerville, OH, 43082
$127,217,0918633
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Westerville, Ohio

QualificationsFirm CRD# 157766

Assets Under Management $2,666,670,000

No. Of Clients7

Clients Per Financial Advisor1

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

    View Full Profile

    QualificationsFirm CRD# 298254

    Assets Under Management $410,562,249

    No. Of Clients1402

    Clients Per Financial Advisor234

    WEALTHBRIDGE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $411M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1402 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Pension Consulting Services
    • Selection of Other Advisors
    View Full Profile

    QualificationsFirm CRD# 310207

    Assets Under Management $310,603,010

    No. Of Clients518

    Clients Per Financial Advisor130

    YARGER WEALTH STRATEGIES, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $311M assets under management, the firm specializes in crafting personalized retirement planning solutions for 518 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Fixed Fees

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Pension Consulting Services
    • Selection of Other Advisors
    View Full Profile

    QualificationsFirm CRD# 286214

    Assets Under Management $211,004,653

    No. Of Clients264

    Clients Per Financial Advisor38

    RETIREMENT PLANS, INC. is a financial advisory firm situated in Westerville, Ohio. With a nearly $211M assets under management, the firm specializes in crafting personalized retirement planning solutions for 264 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM

    Financial Planning Services

    • Portfolio Management for Individuals
    • Pension Consulting Services
    • Educational Seminars/ Workshops
    View Full Profile

    QualificationsFirm CRD# 121384

    Assets Under Management $183,472,676

    No. Of Clients1170

    Clients Per Financial Advisor167

    SWISHER FINANCIAL CONCEPTS, INC. is a financial advisory firm situated in Westerville, Ohio. With a nearly $183M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1170 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Hourly charges
    • Commission Based

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Pension Consulting Services
    View Full Profile

    QualificationsFirm CRD# 165664

    Assets Under Management $155,810,207

    No. Of Clients556

    Clients Per Financial Advisor185

    CENTRICITY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 556 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Hourly charges
    • Fixed Fees

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Selection of Other Advisors
    View Full Profile

    QualificationsFirm CRD# 150106

    Assets Under Management $131,811,073

    No. Of Clients427

    Clients Per Financial Advisor71

    SHAFFER CAPITAL is a financial advisory firm situated in Westerville, Ohio. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 427 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Hourly charges
    • Fixed Fees

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Pension Consulting Services
    View Full Profile

    QualificationsFirm CRD# 288801

    Assets Under Management $127,217,091

    No. Of Clients863

    Clients Per Financial Advisor288

    JERICHO FINANCIAL is a financial advisory firm situated in Westerville, Ohio. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 863 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Hourly charges
    • Fixed Fees

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Pension Consulting Services
    • Selection of Other Advisors
    View Full Profile

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