Sound Management for a Secure Financial Future

Dynamic financial solutions for a complex world

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Welcome!

The Wealth Advantage Group is a financial planning and investment advisory firm located in Columbus, Ohio. We provide fee-only investment consulting and financial advice, independent from product sales and brokerage commissions.

The Wealth Advantage Group clients work directly with the owner/founder, as well as our entire team. We utilize a prudent and well-defined process to ensure your life goals are realized and optimal returns are achieved over time.

What You Can Expect

Our Values

Trust

Our management is guided exclusively by your best interests.

Integrity

As a fiduciary, our principles dictate everything we do.

Accountability

Our entire team works on your behalf and delivers on what we say we are going to do.

Transparency

Our disciplined communication keeps you informed and in control of your financial world.

Services We Offer

Financial Planning

The intricacies of reaching your lifestyle goals before and after retirement are always challenging and often complex. The Wealth Advantage Group’s experience and in-depth approach to financial planning helps you understand this vital process.

Our comprehensive financial planning approach will provide you with a clear understanding of every aspect of your financial life — enabling us to optimize your path towards achieving your goals. This allows you to spend more time on the things you care about most.

We embrace our role as your chief financial officer, ensuring that important financial decisions are intelligently analyzed, deliberate, and always in your best long-term interest. As life circumstances evolve, we will be there to provide counsel and help you to make informed decisions.