Ross Wealth Advisors

At Maxwell Financial Management, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.

At Fields Financial Planning, we offer financial and retirement planning services to families and individuals in the greater Columbus, Ohio, area. We focus on comprehensive financial planning for pre-retirees and retirees, helping them understand their overall financial picture, set short and long term goals, and recognize that all parts of a financial plan are connected and interrelated. We advise clients on Social Security maximization strategies, income distribution planning, objective portfolio analysis, and legacy planning, as well as evaluating life insurance and long-term care options. As an independent financial advisor, we can utilize a wide variety of strategies and products to accomplish a client's objectives. Contact us today!

We can assist you at every stage of your financial life. Our CPA's are able to assist with keeping your taxes to a minimum, satisfying recordkeeping and report filing requirements, using financial and audit reports to make smart business decisions, as well as achieving maximum success in your business and ultimately planning for a comfortable retirement. We will serve as your financial guide, helping you to utilize your resources more effectively as you work towards your financial goals. Give us a call to speak with a certified public accountant today!