Stewart L Flaherty & Associates

FlahertyColvin is a boutique independent advisory firm based in Westerville, Ohio, offering lifestyle financial consulting for over 50 years. With a team of experienced professionals, they provide sound and realistic financial advice tailored to individual goals and lifestyles, utilizing advanced portfolio construction techniques and a comprehensive approach to help clients balance their present needs with future aspirations. As a fiduciary firm, FlahertyColvin prioritizes the best interests of their clients, holding themselves to a high standard of integrity. Their founder and CEO, Stew Flaherty, advocates for a sensible and sustainable approach to managing money, emphasizing the importance of planning for both expected and unexpected circumstances. Through their trademark Lifestyle Financial Management process, FlahertyColvin helps clients make informed decisions and achieve financial success.Generated from the website

The Harding Financial Group is a boutique wealth management firm in Westerville Ohio. Our fee-based Certified Financial Planner professionals provide objective advice to optimize our clients' financial health: stock and investment management, retirement planning, estate and tax planning. As fiduciary financial advisors in Columbus Ohio, our clients' best interests come first. We create multi-generational plans to grow your legacy and transfer assets tax-efficiently to the next generation.

Swisher Financial Concepts is a financial services firm based in Westerville, OH, specializing in providing personalized financial planning and investment management solutions to individuals and families. With a focus on long-term financial success, Swisher Financial Concepts offers a range of services to help clients achieve their financial goals and secure their financial future. Generated from their business information