
Columbus Wealth Management
Columbus Wealth Management is a fee-only financial advisory firm headquartered in Columbus, Ohio, serving clients nationwide. Founded by brothers Matthew and Nick Daniel, the firm specializes in comprehensive financial planning, investment management, tax strategy, retirement planning, and estate coordination. Their approach emphasizes transparency, personalized service, and the use of industry-leading tools to build efficient, low-cost portfolios aligned with clients’ goals. As fiduciaries, they prioritize clients’ interests, offering both assets-under-management and flat-fee pricing models.
825 N 4th St Unit 403, Columbus, OH 43215