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Best Financial Planners in Columbus, Ohio

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21Financial Planners scored in Columbus
57Average BizScore
77Top BizScore
38%AI Visibility 50 or higher
68Average SEO score
4.9Average Google rating (19 rated)

Top Financial Planners in Columbus

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Showing 1-21 of 21 Financial Planners listings in Columbus, OH · page 1 of 1

#1Harding Financial Group Top-Rated

5.0 Google rating

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Harding Financial Group website

Score breakdown

AI Visibility65
AI Ready80
SEO86
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (614) 515-4722
  • hardingfinancialgroup.com

Harding Financial Group is a financial planner in Columbus, OH, located at 608 Office Pkwy A. The firm provides wealth management, retirement planning, risk management, tax planning, estate planning, cash management, and philanthropy services. It serves...

Category rank by BizScore: #1 of 18 Financial Planner listings in ColumbusScores updated Oct 24, 2026
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NorthAvenue Financial Advocates website

Score breakdown

AI Visibility68
AI Ready41
SEO76
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (614) 210-3948
  • northavenuefa.com

NorthAvenue Financial Advocates is a financial planner in Columbus, OH. The firm operates as a women-owned fiduciary providing holistic, tax-focused financial planning services through Fee-Only Certified Financial Planners and advisors. It is now part of...

Category rank by BizScore: #2 of 18 Financial Planner listings in ColumbusScores updated Oct 24, 2026

#3Columbus Wealth Management

5.0 Google rating

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Columbus Wealth Management website

Score breakdown

AI Visibility63
AI Ready65
SEO74
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (937) 776-5494
  • cbuswm.com

Columbus Wealth Management is a financial planner in Columbus, Ohio, serving clients locally and across the nation. The firm specializes in investment management, retirement planning, tax optimization, and comprehensive financial planning, operating as a...

Category rank by BizScore: #3 of 18 Financial Planner listings in ColumbusScores updated Oct 25, 2026

#4Ross Wealth Advisors

4.6 Google rating

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Ross Wealth Advisors website

Score breakdown

AI Visibility56
AI Ready37
SEO79
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (614) 545-0277
  • rosswealthadvisors.com

Ross Wealth Advisors is a financial planner in Columbus, Ohio. The firm provides personalized wealth management and independent guidance to individuals and families throughout Central Ohio. Their specialized services include investment planning, income...

Category rank by BizScore: #4 of 18 Financial Planner listings in ColumbusScores updated Oct 25, 2026

#5Mariner of Columbus

5.0 Google rating

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Mariner of Columbus website

Score breakdown

AI Visibility56
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Columbus, Ohio
  • (614) 225-9400
  • marinerfinance.com
Category rank by BizScore: #2 of 33 Financial Planner listings in ColumbusScores updated Sep 22, 2026

#6rebel Financial

5.0 Google rating

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rebel Financial website

Score breakdown

AI Visibility49
AI Ready67
SEO77
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (614) 441-9605
  • rebelfinancial.com

rebel Financial: ZenStrategies Advisory Group is an accountant in Aurora, OH, located at 45 N Chillicothe Rd Ste 10. It holds a rating of 5.00 based on customer reviews. The firm provides strategic accounting, CFO guidance, tax planning, and cash flow expertise for growing...

Category rank by BizScore: #7 of 18 Financial Planner listings in ColumbusScores updated Oct 25, 2026

#7Three Creeks Capital Management

5.0 Google rating

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Three Creeks Capital Management website

Score breakdown

AI Visibility51
AI Ready75
SEO74
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (614) 486-4614
  • 3creekscapital.com

Three Creeks Capital Management is a financial planner in Columbus, OH, located at 778 Northwest Blvd. The team specializes in helping clients navigate the complexities of Ohio pension systems, offering guidance on STRS Ohio, OPERS, and OP&F plans. Services...

Category rank by BizScore: #6 of 18 Financial Planner listings in ColumbusScores updated Oct 27, 2026

#8Cardinal Financial Advisers, LLC

5.0 Google rating · 1 review

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Score breakdown

AI Visibility50
AI Ready-
SEO82
Freshness-
  • Financial Planner
  • Columbus, Ohio
  • (614) 457-3450
  • cardinalhealth.com

Cardinal Financial Advisers, LLC is a financial planner in Columbus, Ohio, serving individuals and families with personalized financial planning, retirement strategy, investment management, and tax planning services. The firm specializes in helping clients...

Category rank by BizScore: #6 of 33 Financial Planner listings in ColumbusScores updated Jul 28, 2026

#9Peak Retirement Planning, Inc.

5.0 Google rating

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Peak Retirement Planning, Inc. website

Score breakdown

AI Visibility44
AI Ready50
SEO80
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (614) 500-4121
  • peakretirementplanning.com
Category rank by BizScore: #8 of 18 Financial Planner listings in ColumbusScores updated Oct 24, 2026

#10Gryphon Financial Partners

5.0 Google rating

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Gryphon Financial Partners website

Score breakdown

AI Visibility54
AI Ready42
SEO74
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (614) 929-2880
  • gryphonfp.com

Gryphon Financial Partners is a financial planner in Columbus, OH, located at 325 John H McConnell Blvd Suite 425. The wealth management firm serves families, businesses, executives, and individuals across Columbus, Cincinnati, Toledo, and Indianapolis, with...

Category rank by BizScore: #5 of 18 Financial Planner listings in ColumbusScores updated Oct 24, 2026

#11Vawter Financial Ltd

5.0 Google rating · 5 reviews

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Vawter Financial Ltd website

Score breakdown

AI Visibility49
AI Ready32
SEO63
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (614) 451-1002
  • vawterfinancial.com

Vawter Financial Ltd is a financial planner in Columbus, Ohio. The firm specializes in retirement planning, tax planning, and individual wealth management, serving clients both locally and across the country. They maintain a 5.00 rating based on 5 reviews. As...

Category rank by BizScore: #9 of 18 Financial Planner listings in ColumbusScores updated Oct 24, 2026
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Elevated Wealth Advisory Group - Chamie Townsend, CFP®, AAMS™, CRPC™ website

Score breakdown

AI Visibility43
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Columbus, Ohio
  • (614) 944-5751
  • myelevatedwealth.com

Elevated Wealth Advisory Group - Chamie Townsend, CFP®, AAMS™, CRPC™ is a financial planner in Columbus, OH. The firm provides personalized financial planning and investment management, integrating planning, investment strategy, and professional collaboration...

Category rank by BizScore: #10 of 18 Financial Planner listings in ColumbusScores updated Jun 7, 2026

#13Royal Oak Financial Group of Columbus

5.0 Google rating

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Royal Oak Financial Group of Columbus website

Score breakdown

AI Visibility41
AI Ready52
SEO70
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (614) 842-6090
  • royaloakfinancialgroup.com

Royal Oak Financial Group of Columbus: Royal Oak Financial Group is a financial planner in Columbus, OH. The firm provides a variety of specialized services including investment management, retirement planning, estate planning, and individual tax planning. Serving individuals, families, and small...

Category rank by BizScore: #11 of 18 Financial Planner listings in ColumbusScores updated Oct 24, 2026

#14Russell Sweeney Wealth Management

5.0 Google rating

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Russell Sweeney Wealth Management website

Score breakdown

AI Visibility37
AI Ready25
SEO64
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (614) 858-8221
  • russellsweeney.com

Russell Sweeney Wealth Management is a financial planner in Columbus, OH, located at 1177 W 3rd Ave. It provides tax planning, investment planning, retirement planning, estate planning, insurance planning, and financial planning services. The firm holds a...

Category rank by BizScore: #13 of 18 Financial Planner listings in ColumbusScores updated Oct 25, 2026

#15Creative Planning of Columbus

4.8 Google rating · 500 reviews

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Creative Planning of Columbus website

Score breakdown

AI Visibility34
AI Ready0
SEO62
Freshness-
  • Financial Planner
  • Columbus, Ohio
  • (866) 273-2848
  • us.creative.com

Creative Planning of Columbus: Creative Planning is a Financial Planner in Columbus, OH. This business maintains a 4.80 rating based on 500 reviews. The business offers a wide variety of audio and computing hardware, including Sound Blaster sound cards, speakers, soundbars, webcams...

Category rank by BizScore: #24 of 33 Financial Planner listings in ColumbusScores updated Oct 24, 2026

#16Trinity Financial Advisors LLC

3.3 Google rating

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Trinity Financial Advisors LLC website

Score breakdown

AI Visibility33
AI Ready46
SEO62
Freshness100
  • Financial Planner
  • Columbus, Ohio
  • (614) 848-7667
  • tfadvisors.com

Trinity Financial Advisors LLC is a financial planner in Columbus, Ohio. The firm provides fee-only financial planning and investment advisory services to individuals and families. The firm focuses on a disciplined approach to wealth management, prioritizing...

Category rank by BizScore: #27 of 33 Financial Planner listings in ColumbusScores updated Oct 25, 2026
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Summit Financial Strategies, Inc. website

Score breakdown

AI Visibility30
AI Ready47
SEO66
Freshness-
  • Financial Planner
  • Columbus, Ohio
  • (614) 885-1115
  • summitfin.com

Summit Financial Strategies, Inc. is a financial planner in Columbus, Ohio. The firm specializes in helping individuals and families reach their financial goals through investment management, retirement strategies, and comprehensive planning. As a fee-only...

Category rank by BizScore: #14 of 18 Financial Planner listings in ColumbusScores updated Oct 27, 2026

#18KylesHill Financial Planning

5.0 Google rating

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KylesHill Financial Planning website

Score breakdown

AI Visibility26
AI Ready0
SEO60
Freshness15
  • Financial Planner
  • Columbus, Ohio
  • (614) 395-1295
  • kyleshill.com
Category rank by BizScore: #28 of 33 Financial Planner listings in ColumbusScores updated Jun 7, 2026

#19Safe Harbor Wealth Advisors - Dublin

5.0 Google rating

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Safe Harbor Wealth Advisors - Dublin website

Score breakdown

AI Visibility10
AI Ready-
SEO45
Freshness-
  • Financial Planner
  • Columbus, Ohio
  • (614) 760-0670
  • safeharboroh.com
Category rank by BizScore: #18 of 18 Financial Planner listings in ColumbusScores updated Sep 29, 2026

#20Libertas Wealth Management Group

5.0 Google rating

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Libertas Wealth Management Group website

Score breakdown

AI Visibility0
AI Ready-
SEO46
Freshness-
  • Financial Planner
  • Columbus, Ohio
  • (614) 543-1350
  • libertaswealth.com

Libertas Wealth Management Group is a financial planner in Columbus, OH. As a fiduciary wealth management firm in Central Ohio, the practice prioritizes client financial well-being through comprehensive, custom-tailored planning services. It serves...

Category rank by BizScore: #16 of 18 Financial Planner listings in ColumbusScores updated Oct 25, 2026

#21Alexander Financial Planning, Inc.

5.0 Google rating

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Alexander Financial Planning, Inc. website

Score breakdown

AI Visibility5
AI Ready-
SEO36
Freshness-
  • Financial Planner
  • Columbus, Ohio
  • (614) 538-1600
  • alexanderfinancialplanning.com
Category rank by BizScore: #15 of 18 Financial Planner listings in ColumbusScores updated Oct 25, 2026
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What the Data Shows for Financial Planners in Columbus

38% of the 21 financial planners we measured in Columbus reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 41, compared with an average SEO score of 68.

The average Google rating across 19 rated financial planners is 4.9, and the median listing has 5 reviews.

None of the 21 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.

BizScoreAI compares 21 financial planners in Columbus, Ohio by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Columbus ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Columbus, Ohio does BizScoreAI track?

21 financial planners in Columbus currently meet the profile-quality bar for this page, with an average BizScore of 57 and a top score of 77.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 38% of measured financial planners in Columbus score 50 or higher.

Is being listed free?

Yes. Every financial planner in Columbus is listed and scored for free, and claiming a listing is free too.