Who is Columbus Wealth

Company Profile

Mission

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

Vision

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: 

Core Values

Continuous Learning

Family

Integrity

Excellence

Client Trust

Team work

Our Team

Jacob Martin

About Jacob Martin In one or two sentences, who is Jacob Martin? “The struggle ought not to deter us from the support of a cause

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Aurora Willman

About Aurora Willman Personality and strenghts Myers Briggs – ESFJ The ESFJ personality type is nicknamed the “Supporter” and belongs to the SJ Protector temperament.

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Our Services

Investments

Grow Your Wealth

  • Retirement Planning
  • Maximizing Workplace Benefits
  • ROTH IRA vs IRA

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Insurance

Protect Yourself

  • Life Insurance
  • Disability
  • Long Term Care

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Business Planning

Empower

  • Succession Planning
  • Key Employees
  • Retirement Plan Group Benefits
  • Bonus/Benefits
  • Employee Education

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Work Site Benefits

Maximize

  • Employee Education
  • Lunch and Learns
  • Executive Benefits
  • Voluntary Group Benefits

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JumpStart

Teaching the basics of what life throws at us.

Numbers Speak

1
Clients
1 Yrs
In Business
$ 1 +
Donated to various local organizations