WealthTrekk

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!

Kensington Wealth Partners is a financial planning firm in Columbus, Ohio. They offer a variety of financial services, including retirement planning, income planning, investment planning, estate planning, education funding planning, business owner planning, and charitable planning strategies. The firm is committed to providing clients with the best possible financial advice and service. They offer a personalized approach to financial planning and work with clients to develop a plan that meets their specific needs and goals. The firm also offers a variety of educational resources to help clients learn more about financial planning and make informed decisions about their finances.