Ross Wealth Advisors

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 planning, tax and healthcare planning, and legacy planning. With a 4.60 rating, the firm focuses on helping clients navigate the complexities of retirement through tailored financial strategies.

The firm is led by Founder and President Don Ross, RFC®, who has over 30 years of experience in the financial planning industry and has been advising clients in the region since 1987. The firm's approach utilizes a comprehensive planning model where various services, such as risk assessment, volatility control, and tax mitigation strategies, work together to create a personalized financial roadmap. Beyond standard advisory services, the firm offers educational resources, including Don Ross's book, Retirement Armor, which covers critical areas such as income, investments, healthcare, taxes, and estate planning.

Located on Fishinger Road, the office is situated near Smith Nature Park and is a short drive from Cranbrook School.

Ross Wealth Advisors is recognized for its commitment to transparency and its dedication to building long-term relationships based on trust. The team is known for its attentive guidance and for staying current with industry trends to help clients achieve a secure and abundant retirement.

By providing thorough and personalized financial strategies, Ross Wealth Advisors serves as a dedicated partner for those seeking retirement clarity in Columbus.

Services:

• Estate Planning
• Healthcare Cost Planning
• Investment Management
• Retirement Planning
• Tax Optimization