Columbus Street Wealth Management

Columbus Street Wealth Management As true fiduciaries, we put your goals and values first, always We help you achieve your financial goals and live life on your own terms. Contact us today!

Columbus Street Wealth Management — formerly Columbus Street Financial Planning — is an independent, flat fee-only wealth advisory firm serving families and individuals at all stages of life. Columbus Street Financial Planning is driven by the belief that the best financial and investment planning advice is delivered objectively by a CERTIFIED FINANCIAL PLANNER™ who is independent, a true fiduciar

y, and provides services through a transparent, fee-only compensation model. Shawn Ballinger, CFP®, is a fee-only financial planner who helps you prepare for the future and save money with transparent flat fees rather than charging you a percentage of your managed assets. Columbus Street Financial Planning is your trusted financial planner in Dublin, OH, serving clients throughout central Ohio and across the country.

09/03/2026

Life insurance can play a bigger role in a financial plan than many people realize.

Depending on your needs, it may help support income protection, estate planning, and long-term peace of mind.

If protecting the people you care about is part of your bigger financial picture, now is a great time to review whether your current coverage still fits. Let’s talk through it together at (614) 662-4250.

08/31/2026

A growing career, business interests, real estate, equity compensation, or family responsibilities can make financial decisions harder to coordinate.

The goal is not just having more accounts. It is having a strategy that ties them together.

If your financial life feels fragmented, it may be time for a more integrated plan.

Waiting until December can limit your options.For many households, the best tax planning conversations begin well before...
08/28/2026

Waiting until December can limit your options.

For many households, the best tax planning conversations begin well before year-end while there is still time to review income, charitable giving, retirement contributions, and other planning opportunities.

Starting early can make year-end decisions more intentional and less rushed.

08/24/2026

Independence matters when it comes to financial guidance.

Columbus Street Wealth Management is not owned by a bank, insurance company, or brokerage firm. That allows our advice to remain centered on the people we serve and the goals they are working toward.

Your financial strategy should be shaped by your life—not by pressure to recommend a particular company or product.

08/20/2026

Holding cash can feel safe in uncertain times, but too much cash over time can create its own tradeoffs.

When inflation stays elevated, purchasing power can quietly erode while long-term opportunities are missed.

The goal is not to avoid flexibility. It is to make sure your cash strategy still fits your larger plan.

08/18/2026

For many people, wealth management is not just about investments.

It is about how retirement planning, tax strategy, insurance, estate coordination, and day-to-day decisions all fit together.

True planning looks at the full picture so each part of your strategy supports the others.

08/14/2026

August is a helpful time to revisit one part of the financial plan many families put off: estate planning.

A will is only one piece of the bigger picture, but reviewing documents, beneficiaries, and key decisions can bring clarity and peace of mind.

If it has been a while since you reviewed your plan, this is a good reminder to start the conversation.

08/10/2026

Financial planning should begin with your priorities—not a product or a one-size-fits-all recommendation.

At Columbus Street Wealth Management, we take the time to understand where you are today, what you are working toward, and what matters most to you. From there, we help build a strategy designed to support your life as it changes.

Because a financial plan should feel personal, practical, and built with purpose.

08/07/2026

When markets feel noisy, it is easy to assume action is the same thing as progress.

Often, the more valuable move is stepping back, reviewing your strategy, and making sure your decisions still support your long-term goals.

That is where thoughtful planning matters most.

What helps you stay focused when financial headlines feel overwhelming?

08/05/2026

Columbus Street Wealth Management reflects the full scope of the work we do with clients: planning, tax strategy, retirement preparation, investments, and more.

The name has evolved, but the focus has not: transparent, values-driven advice designed around your goals.

Learn more about the team and our approach on our website https://columbusstreetwealth.com/

Address

565 Metro Place S, 300
Dublin, OH
43017

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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