Columbus Wealth

Strategy - Planning - Execution

Financial Planning for the Future
through Strategy and Execution

We believe through action and involvement with the Columbus community, we are capable of changing worldwide stigmas around advising. Our processed was developed by our clients, for our clients.

Who Is Columbus Wealth?

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Clients

0 yrs

In Business

$ 0

Donated to Local Organizations

Core Values

Family

Continuous Learning

Integrity

Client Trust

Team Work

Excellence

To transform how individuals, families, and businesses across southern Indiana view money and its place in planning for today, tomorrow, and years to come.

We believe through action and involvement with the Columbus community, we are capable of changing world wide stigmas around advising. Our process was developed by our clients, for our clients. At Columbus Wealth, you aren’t measured by account statements or assets. If you choose to hire us, we only ask for two things in return: 

 

  • Have an open mind around concepts we bring to the table.
  • Hold a passion in your heart to be better tomorrow than you were today.

Start Your Financial Planning Journey Today!