Columbus Wealth Management

Columbus Wealth Management We are fiduciaries here to put your best interests first. We want you to sleep soundly knowing we are monitoring your financial plan every day.

Columbus Wealth Management exists to help you design, implement and monitor a financial plan that puts your goals first, so you can get back to focusing on what matters most to you. Not only can we manage your investments for you, but we want to advise you on anything and everything that your money touches. Let us help you with your finances so you can spend your time on the things that matter to

you. We are a fee-only firm. We won't sell you any annuities, life insurance, or any other products for that matter. We don't receive any kickbacks or under the table payments. We tell you your fee the day you start working with us, and you won't have any surprises down the road.

Our Q1 2026 Update is available! You can access it at the link below. We hope you enjoy it and share it with your family...
04/04/2026

Our Q1 2026 Update is available! You can access it at the link below. We hope you enjoy it and share it with your family and friends!

Thank you for following our newsletter! Please be sure you are signed up to receive notifications any time we post by visiting this page (you will see a box at the top to sign up). As always, please don’t hesitate to reach out if you would like to discuss anything in this post! Market Update & Inv...

Our Q4 2025 Update is available! You can access it at the link below. We hope you enjoy it and share it with your family...
01/13/2026

Our Q4 2025 Update is available! You can access it at the link below. We hope you enjoy it and share it with your family and friends!

Thank you for following our newsletter! Please be sure you are signed up to receive notifications any time we post by visiting this page (you will see a box at the top to sign up). As always, please don’t hesitate to reach out if you would like to discuss anything in this post! Market Update & Inv...

Finding your financial advice on social media? Probably not the best idea... unless it is from us of course 😉. One of ou...
11/24/2025

Finding your financial advice on social media? Probably not the best idea... unless it is from us of course 😉. One of our Co-founders, Nick Daniel, discusses with The Columbus Dispatch . Find this story and more on our website!

https://www.cbuswm.com/in-the-news

Hearing about the possibility of a 50 year mortgage? Wondering if it is a smart way to go? One of our Co-founders, Nick ...
11/14/2025

Hearing about the possibility of a 50 year mortgage? Wondering if it is a smart way to go? One of our Co-founders, Nick Daniel, was quoted by the The Columbus Dispatch on the topic. Click the link below to check it out, or schedule an introductory meeting to discuss in more detail!



https://www.cbuswm.com/in-the-news

Our Q3 2025 Update is available! You can access it at the link below. We hope you enjoy it and share it with your family...
10/06/2025

Our Q3 2025 Update is available! You can access it at the link below. We hope you enjoy it and share it with your family and friends!

Thank you for following our newsletter! Please be sure you are signed up to receive notifications any time we post by visiting this page (you will see a box at the top to sign up). As always, please don’t hesitate to reach out if you would like to discuss anything in this post! Firm UpdatesCWM Fam...

Our Q2 2025 Update is available! You can access it at the link below. We hope you enjoy it and share it with your family...
07/02/2025

Our Q2 2025 Update is available! You can access it at the link below. We hope you enjoy it and share it with your family and friends!

Thank you for following our newsletter! Please be sure you are signed up to receive notifications any time we post by visiting this page (you will see a box at the top to sign up). As always, please don’t hesitate to reach out if you would like to discuss anything in this post! Market Update & Inv...

Our Q1 2025 Update is available! You can access it at the link below. We hope you enjoy it and share it with your family...
04/04/2025

Our Q1 2025 Update is available! You can access it at the link below. We hope you enjoy it and share it with your family and friends!

Thank you for following our newsletter! Please be sure you are signed up to receive notifications any time we post by visiting this page (you will see a box at the top to sign up). As always, please don’t hesitate to reach out if you would like to discuss anything in this post! Market Update & Inv...

Are you receiving Social Security payments or about to? Are you 60-63 and looking for a way to get more money in your re...
01/12/2025

Are you receiving Social Security payments or about to? Are you 60-63 and looking for a way to get more money in your retirement accounts? Read our latest post to find out more about the Social Security Fairness Act and Super Catch-Up Contributions to see if they can put more money in your pocket!



Hello! In this educational topic, we are focusing on two law changes that could put more money in your pocket during retirement.Social Security Fairness ActShortly after the new year, President Biden signed the Social Security Fairness Act into law. This eliminates both the Windfall Elimination Prov...

Happy New Year 🥳! We’re excited to share our Q4 Update with you. You can access it at the link below. We hope you enjoy ...
01/07/2025

Happy New Year 🥳! We’re excited to share our Q4 Update with you. You can access it at the link below. We hope you enjoy it and share it with your family and friends!

Happy New Year and thank you for following our newsletter! Please be sure you are signed up to receive notifications any time we post by visiting this page (you will see a box at the top to sign up). As always, please don’t hesitate to reach out if you would like to discuss anything in this post! ...

Happy Fall! 🎃 We've just published our Q3 update. Please enjoy and share with your family and friends!
10/08/2024

Happy Fall! 🎃 We've just published our Q3 update. Please enjoy and share with your family and friends!

Thank you for following our newsletter! Please be sure you are signed up to receive notifications any time we post by visiting this page (you will see a box at the top to sign up). As always, please don’t hesitate to reach out if you would like to discuss anything in this post! Market Update & Inv...

Our Q2 update is published just in time for your weekend coffee morning ☕️ (or Friday night Happy Hour 🥃🍷)! Dive in for ...
07/12/2024

Our Q2 update is published just in time for your weekend coffee morning ☕️ (or Friday night Happy Hour 🥃🍷)! Dive in for our latest insights on the economy, stock market, and more!


Thank you for following our newsletter! Please be sure you are signed up to receive notifications any time we post by visiting this page (you will see a box at the top to sign up). As always, please don’t hesitate to reach out if you would like to discuss anything in this post! Market Update & Inv...

Address

6605 Longshore Street, Suite 240 #190
Dublin, OH
43017

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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