Financial Planning & Wealth Management in Columbus, Ohio
Columbus is one of the fastest-growing cities in the Midwest—and your financial plan should grow just as smart. At The Consortium, we offer customized financial planning, tax strategy, retirement consulting, and legacy planning services for individuals, families, and business owners across the greater Columbus area.
Why Columbus Clients Trust The Consortium
Local Knowledge. National Strategy.
Whether you’re working in healthcare, education, finance, or tech, Columbus offers both opportunity and complexity. From navigating Ohio’s tax environment to preparing for retirement, we bring clear, fiduciary-first advice that’s always in your best interest.
Virtual Convenience, Midwest Values
We serve clients throughout Franklin County—from Dublin to Grove City, German Village to New Albany—with flexible virtual consultations and financial strategies rooted in transparency, trust, and results.
Columbus’s Financial Landscape: Growth, Opportunity & Planning Potential
Columbus is attracting professionals, families, and retirees from across the country. With rising property values, a growing tech and education sector, and shifting tax regulations, strategic financial planning is more important than ever.
Future
Our Financial Services in Columbus, OH
Wealth Management for Columbus Families & Professionals
We create tax-efficient portfolios, manage risk, and offer long-term wealth strategies for high earners, dual-income households, and multigenerational families.
Retirement Planning in Columbus
Whether you’re a Battelle scientist, Ohio State University staff member, or self-employed, we build retirement strategies that include income planning, Social Security timing, healthcare cost forecasting, and Roth conversion evaluations.
Tax Planning for Individuals & Business Owners
We help Columbus residents reduce federal and state tax exposure through income structuring, investment placement, charitable giving, retirement plan optimization, and small business deductions.
Business Financial Planning for Columbus Entrepreneursa
Whether you’re launching a tech startup in the Arena District or running a family business in Hilliard, we help structure your business for tax efficiency, growth, and eventual succession.
Special Needs Planning in Columbus, OH
Families with dependents who need lifelong care trust us to help create special needs trusts, maintain benefit eligibility, and secure a long-term plan built on clarity and compassion.
Estate & Legacy Planning in Ohio
Ohio probate laws can be time-consuming and costly—unless planned for in advance. We help clients create wills, living trusts, and gifting strategies that minimize estate taxes and maximize peace of mind.
Do not save what is left after spending, but spend what is left after saving.
– Warren Buffet
Columbus Financial Planning FAQs
Do you serve Columbus residents locally or virtually?
We offer virtual consultations for clients throughout Columbus and surrounding areas, with flexible scheduling and personalized support.
What’s unique about estate planning in Ohio?
Ohio has probate-friendly laws compared to other states, but delays and costs still exist without a proper plan. We help you avoid complications with wills, trusts, and efficient asset transfer strategies.
Can I reduce both federal and Ohio state taxes?
Yes. We help clients optimize both state and federal tax strategies through deductions, charitable giving, and investment positioning tailored to Ohio tax law.
Do you work with professionals in education or healthcare?
Absolutely. We specialize in working with educators, physicians, and public employees with pension plans, 403(b)s, and deferred compensation structures.
Can you assist my small business in Columbus?
Yes. We offer business planning services that include tax strategy, retirement benefits for owners and employees, and long-term succession and exit planning.
How do I get started with The Consortium?
Just click the link above or call us to schedule your discovery call. We’ll assess your goals and create a financial plan built for your life in Columbus.
info@consortiumadvice.com
Business Hours
Monday - Friday 9am - 5 pm