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Financial Partners Group is a network of independent financial advisors who offer transparent and holistic strategies to their clients. Founded in 2002, FPG provides practice management tools, ethical standards and best-in-class service to its advisors.
- 571 Monon Blvd., Suite 150, Carmel, 46032, IN
- (317) 975-1411
Aug 9, 2023 · Gryphon Financial Partners is a wealth management firm in Columbus, Cincinnati, and Toledo, Ohio serving the needs of families, businesses, executives, and individuals for over 25 years.
- Hamilton Capital. Hamilton Capital leads off our list of Columbus' top financial advisors. The fee-only firm's staff includes certified financial planners (CFPs), chartered financial analysts (CFAs), certified public accountants (CPAs) and a number of other, more specific financial certifications.
- Windsor Advisory Group. Windsor Advisory Group is a fee-only firm serving individual and institutional clients. The slight majority of the firm’s individual clients are high-net-worth.
- Summit Financial Strategies. Fee-only firm Summitt Financial Strategies manages a significant amount in AUM, and its team includes certified financial planners (CFP), chartered financial counselors (ChFC), chartered financial analysts (CFA) and a number of other certifications, many of which are more specified.
- Gryphon Financial Partners. Gryphon Financial Partners is a fee-based financial advisor firm managing billions in client assets under management (AUM).
3 days ago · Gryphon Financial Partners, established in 2014, is a group of financial advisors serving the needs of individuals throughout the Columbus, Ohio, metro area. This fee-only wealth management firm manages a portfolio of over $1 billion in assets and strives to protect and safeguard the business equity, retirement assets, and personal wealth of ...
- Your advisor working with other professionals involved with your finances is beneficial in providing you with holistic wealth guidance, and they ca...
- If you are working with a commission-only financial advisor, their commission rate is generally 0.25% – 5%. The percentage will be based on your in...
- Financial advisors assist with a wide array of financial planning needs, including retirement, estate, and tax planning. Moreover, they can provide...
- Yes. Financial advisors in Columbus need to get an investment adviser firm representative or registered investment adviser license. They need to ta...
- Diversifying your portfolio allows for a risk-adjusted return on investment. The performance of different asset classes and industries will fluctua...
- Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be bet...
- Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some example...
- There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types...
- Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down...
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While our lead partners have worked together for over 20 years, all members of our team offer a wealth of experience supporting business owners, executives, and families alike. We invite you to get to know us.
Financial Planner John joined the Creative Financial Partners team in July of 2019 as a financial advisor and branch manager for the new CFP Columbus, Ohio location. Before joining Creative Financial Partners, he was an independent advisor with Barber Financial Group, Ltd/LPL Financial.
Putting your signature on your wealth means taking control, making deliberate choices, and being actively engaged in shaping a financial future that reflects who you are and what you value. It's about creating a financial legacy that leaves a lasting and meaningful impact.
