If you’re looking for expert retirement planning in Columbus, Ohio, Ross Wealth Advisors is your trusted local partner. Since 1987, we’ve been helping individuals and families build financial confidence through customized strategies, transparent guidance, and meaningful relationships.
At Ross Wealth Advisors, we’re more than just financial advisors—we’re committed to helping you live the retirement you’ve always imagined.
Trusted Financial Advisors in Columbus, OH
Located at 1093 Fishinger Road, Columbus, OH 43221, Ross Wealth Advisors offers comprehensive financial planning services designed to meet your unique goals. We serve clients within a 50-mile radius and are proud to be an independent advisory firm, free from corporate influence.
Our team takes the time to understand your personal vision, and we build financial strategies that align with your lifestyle, values, and long-term goals.
Retirement Planning Services We Offer
Ross Wealth Advisors offers a full suite of retirement and financial planning services in Columbus, OH and surrounding areas. Each plan is personalized to help you create, grow, and protect your wealth.
Our core services include:
- Investment Planning: We help you build a diversified portfolio aligned with your financial goals and risk tolerance.
- Tax Planning: Reduce your tax burden and keep more of what you earn with proactive strategies.
- Income Planning: Ensure steady, predictable income throughout retirement.
- Health Care Planning: Prepare for medical costs and long-term care needs.
- Legacy Planning: Secure your family’s future with smart legacy and estate strategies.
- Estate Planning: Create a plan to manage and distribute your assets according to your wishes.
- Trust and Probate Guidance: Navigate complex legal tools with expert insight.
- Charitable Giving: Make a lasting impact with tax-efficient donation strategies.
Whether you’re nearing retirement or already retired, we provide the expert guidance you need to feel secure about your financial future.
Discover Your Investment Comfort Zone
Understanding your investment risk tolerance is a crucial step in retirement planning. That’s why Ross Wealth Advisors offers a unique service to help you Find Your Personal Risk Number. This free assessment identifies the level of investment risk that matches your personal comfort zone—so your portfolio reflects your actual financial goals and emotional readiness.
Get started with your personalized risk assessment today by visiting our website.
Complimentary Retirement Consultation: Retirement Armor
Take the first step toward financial peace of mind with our Retirement Armor consultation. This no-cost meeting is designed to provide:
- Expert insights into retirement asset planning
- Actionable strategies for your specific retirement needs
- A free copy of retirement planning resources from experienced advisors
Our Retirement Armor session helps you avoid costly mistakes by learning from specialists who understand the complexities of retirement planning.
To schedule your complimentary consultation, call 614-545-0277 or request your appointment online.
Why Choose Ross Wealth Advisors?
Ross Wealth Advisors stands apart from other financial advisors in Columbus, OH because we prioritize relationships just as much as results. We combine decades of experience with a deeply personal approach to financial planning.
Here’s what sets us apart:
- Over 35 years of experience serving the Columbus community
- Transparent, integrity-driven advice
- Independent, client-first planning
- Deep understanding of family dynamics and retirement priorities
- Personalized financial strategies, not one-size-fits-all plans
Our mission is simple: to help you meet your financial goals with clarity, confidence, and peace of mind.
Meet Our Team
Our firm is led by two experienced, professional male advisors, aged 25–50, who understand both the technical and personal sides of retirement planning. As Caucasian advisors deeply rooted in the Columbus community, we are dedicated to serving clients with professionalism, care, and respect.
Our History
Founded in 1987, Ross Wealth Advisors has been helping clients in and around Columbus, Ohio, navigate their financial lives with confidence. With decades of experience, we understand how to adapt to industry trends and market changes while keeping your long-term goals in focus.
Our Mission
At Ross Wealth Advisors, our mission is to evaluate your financial situation with honesty and integrity, and to provide only those recommendations that are in your best interest. We are committed to building long-term relationships based on transparency and trust.
Get in Touch with Ross Wealth Advisors
If you’re ready to start planning your ideal retirement, we invite you to connect with us today.
Business Name: Ross Wealth Advisors
Address: 1093 Fishinger Road, Columbus, OH 43221
Phone: 614-545-0277
Email: don@rosswealthadvisors.com
Website: https://rosswealthadvisors.com
Hours: Monday to Friday, 9 AM – 5 PM
Stay Connected
Follow us on social media for financial tips, event updates, and planning insights:
- Facebook: Ross Wealth Advisors on Facebook
- Instagram: @rosswealthadvisors
- LinkedIn: Ross Wealth Advisors Company Profile
- Don Ross: Don Ross LinkedIn Profile
- Google Business Profile: Ross Wealth Advisors on Google
Upcoming Events
Ross Wealth Advisors regularly hosts financial education events and retirement planning workshops in the Columbus, OH area. To learn more or register for an upcoming event, visit our website and click on the View Events section.
