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Find Retirement Advisors for Retirement Planning in Westerville, Ohio

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 - April 25, 2025

Westerville has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Westerville, Ohio have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in Westerville, Ohio

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

8800 Lyra Drive,
Suite 220,
Columbus, OH 43219 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Brian Mills
CFP^®
Mills Financial Planning,Inc.

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

Minimum Assets Required
$100,000

Address

5910 Wilcox Place,
Suite F,
Dublin, OH 43016 See Details

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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VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

5000 Horizons Dr.,
Columbus, OH 43220 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Doug Kinsey
CFP^®, CIMA^®, AIF^®
Artifex Financial Group, LLC

Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65

Minimum Assets Required
$1,000,000

Address

2305 Far Hills Avenue,
Suite 206,
Dayton, OH 45419 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

Top 10 Retirement Planning firms in Westerville, Ohio (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4960 E. Dublin-Granville Road, Suite 500 Westerville, OH, 43081	$2,165,200,000	5	11	A percentage of AUM, Performance Based
2	550 Polaris Parkway, Suite 560 Westerville, OH, 43082	$599,021,878	1805	7	A percentage of AUM
3	140 Dorchester Square S., Suite B Westerville, OH, 43081	$401,559,081	599	4	A percentage of AUM, Fixed fees
4	440 Polaris Parkway Suite 110, Westerville, OH, 43082	$326,000,000	299	3	A percentage of AUM, Fixed fees
5	612 Office Parkway, Suite B Westerville, OH, 43082	$257,546,665	1350	8	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
6	124 Dorchester Square, Suite B Westerville, OH, 43081	$247,867,287	268	6	A percentage of AUM
7	38-A Commerce Park Drive, Westerville, OH, 43082	$191,469,840	945	3	A percentage of AUM, Hourly charges, Fixed fees
8	515 Executive Campus Drive, Suite 100 Westerville, OH, 43082	$160,234,040	548	3	A percentage of AUM, Hourly charges, Fixed fees
9	550 Polaris Parkway, Suite 130 Westerville, OH, 43082	$151,745,533	441	6	A percentage of AUM, Hourly charges, Fixed fees
10	608 Office Parkway Suite A, Westerville, OH, 43082	$135,623,989	369	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Westerville, Ohio

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

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QualificationsFirm CRD# 157766

Assets Under Management $2,165,200,000

No. Of Clients5

Clients Per Financial Advisor0

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 11 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

Other (PORTFOLIO MANAGEMENT FOR JOINT VENTURES)

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WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 298254

Assets Under Management $599,021,878

No. Of Clients1805

Clients Per Financial Advisor258

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $599M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1805 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

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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YARGER WEALTH STRATEGIES, LLC

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QualificationsFirm CRD# 310207

Assets Under Management $401,559,081

No. Of Clients599

Clients Per Financial Advisor150

YARGER WEALTH STRATEGIES, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $402M assets under management, the firm specializes in crafting personalized retirement planning solutions for 599 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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FC WEALTH SOLUTIONS LLC

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QualificationsFirm CRD# 286381

Assets Under Management $326,000,000

No. Of Clients299

Clients Per Financial Advisor100

FC WEALTH SOLUTIONS LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $326M assets under management, the firm specializes in crafting personalized retirement planning solutions for 299 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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SWISHER FINANCIAL CONCEPTS, INC.

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QualificationsFirm CRD# 121384

Assets Under Management $257,546,665

No. Of Clients1350

Clients Per Financial Advisor169

SWISHER FINANCIAL CONCEPTS, INC. is a financial advisory firm situated in Westerville, Ohio. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1350 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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RETIREMENT PLANS, INC.

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QualificationsFirm CRD# 286214

Assets Under Management $247,867,287

No. Of Clients268

Clients Per Financial Advisor45

RETIREMENT PLANS, INC. is a financial advisory firm situated in Westerville, Ohio. With a nearly $248M assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 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

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

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JERICHO FINANCIAL

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QualificationsFirm CRD# 288801

Assets Under Management $191,469,840

No. Of Clients945

Clients Per Financial Advisor315

JERICHO FINANCIAL is a financial advisory firm situated in Westerville, Ohio. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 945 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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CENTRICITY WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 165664

Assets Under Management $160,234,040

No. Of Clients548

Clients Per Financial Advisor183

CENTRICITY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Westerville, Ohio. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 548 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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SHAFFER CAPITAL

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QualificationsFirm CRD# 150106

Assets Under Management $151,745,533

No. Of Clients441

Clients Per Financial Advisor74

SHAFFER CAPITAL is a financial advisory firm situated in Westerville, Ohio. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 441 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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HARDING FINANCIAL GROUP, LLC.

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QualificationsFirm CRD# 135731

Assets Under Management $135,623,989

No. Of Clients369

Clients Per Financial Advisor123

HARDING FINANCIAL GROUP, LLC. is a financial advisory firm situated in Westerville, Ohio. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 369 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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