Columbus, Ohio, is home to a dynamic range of investment firms—each offering diverse expertise and financial strategies tailored to individual, business, and institutional needs. From independent advisors to full-service banks and private equity groups, these firms are active contributors to the city’s economic growth and investor landscape. Below, you’ll find a selection of ten investment firms operating in Columbus that provide various financial planning, wealth management, and investment services.
1. Frazier Financial Advisors LLC
Frazier Financial Advisors is an independent, employee-owned financial planning firm based in Columbus, Ohio, serving clients since 1984. The firm provides a full suite of services including investment management, tax planning, retirement strategies, estate planning, insurance, and small business advisory. Their personalized, integrated approach helps clients achieve comprehensive financial solutions.
Phone: 614-793-8297
Email: nowen@frazierfinancial.com
Address: 1690 W Lane Ave Suite 280, Columbus, OH 43017
Website: https://www.frazierfinancial.com
2. Schiff Capital Group
With over three decades of experience, Schiff Capital Group focuses on real estate and business investments across Columbus. The firm specializes in structuring complex development deals, utilizing tax credits and incentive programs. Their portfolio includes high-impact projects like Hubbard Park Place and North High Office Tower.
Phone: 614-824-4500
Email: info@schiffcapital.com
Address: 1100 Dennison Ave, Columbus, OH 43215
Website: https://schiffcapital.com
3. Centric Financial Group
Founded in 2009, Centric Financial Group offers retirement planning, insurance, wealth management, and financial services for business owners and individuals. Their client-first approach ensures tailored strategies for long-term financial growth.
Phone: 614-824-6100
Email: shaunna.malott@centricfinancialgroup.com
Address: 4016 Townsfair Way #202, Columbus, OH 43793
Website: https://www.centricfinancialgroup.com
4. Columbus Wealth Management
A fiduciary and fee-only firm, Columbus Wealth Management provides transparent financial planning, investment management, and estate coordination. Their flat-fee and AUM pricing models support clients seeking cost-efficient, goal-based investment strategies.
Phone: 937-776-5494
Email: columbuswealthmanagementintromeeting@cbuswm.com
Address: 825 N 4th St Unit 403, Columbus, OH 43215
Website: https://www.cbuswm.com
5. Boenning & Scattergood
With roots dating back to 1914, Boenning & Scattergood delivers wealth management, succession planning, and investment banking services. As part of LPL Financial’s network, they maintain boutique service with expanded national capabilities.
Phone: 877-267-0240
Email: wwalker@boenninginc.com
Address: 140 E Town St Suite 1270, Columbus, OH 43215
Website: http://www.boenninginc.com
6. Prospera Mortgage Investment Fund
Prospera Investment provides real estate-backed capital loans to small businesses across the Midwest. Through its mortgage investment fund, it allows accredited investors to access passive income opportunities from small-balance real estate loans.
Phone: 866-767-9920
Email: rabbott@prosperag.com
Address: 175 S 3rd St, Columbus, OH 43215
Website: https://prosperainvestment.com/education/fund-overview-presentation/
7. Phillips Wealth Management
Phillips Wealth Management LLC is a Pickerington-based RIA firm that focuses on personalized financial plans, tax strategies, and retirement services. Their approach is driven by client goals rather than sales targets or commissions.
Phone: 855-315-3648
Email: jennie@pwm.llc
Address: 4449 Easton Way, Columbus, OH 43219
Website: https://www.phillipswealthllc.com
8. The Huntington Investment Company
As part of Huntington Bank, The Huntington Investment Company offers robust investment and financial planning services through a large branch network. Known for community engagement and digital tools, Huntington delivers accessible solutions for individuals and businesses alike.
Phone: 800-480-2265
Email: technology-finance@huntington.com
Address: 41 S High St, Columbus, OH 43215
Website: https://www.huntington.com
9. Trinity Financial Advisors LLC
Trinity Financial Advisors is a fee-only financial planning firm offering tax and investment advice with a strong emphasis on trust and long-term relationships. Founded in 2005, their services include philanthropic planning and wealth strategy development.
Phone: 614-848-7667
Email: bhartings@tfadvisors.com
Address: 760 Communications Pkwy, Columbus, OH 43214
Website: http://www.tfadvisors.com
10. Talisman Capital Partners
As a private investment firm, Talisman Capital Partners takes a long-term, flexible approach to private equity and debt investments. Backed by the Walter family, the firm targets healthcare, industrial, and technology sectors, building partnerships that go beyond short-term outcomes.
Phone: 614-857-5000
Email: clittle@talismancp.com
Address: 330 W Spring St #400, Columbus, OH 43215
Website: http://www.talismancp.com
These Columbus-based firms reflect a wide range of investment philosophies, client services, and sector focuses. Whether you’re seeking comprehensive financial planning, specialized investment funds, or collaborative private equity partnerships, these organizations offer avenues worth exploring for your financial journey.
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