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.

Navigating market cycles with confidence means trusting in a disciplined, data-driven approach. While recessions are par...
06/19/2026

Navigating market cycles with confidence means trusting in a disciplined, data-driven approach.

While recessions are part of history, they don't have to dictate your financial future. Stay focused on your long-term goals with independent, affordable advice. 💼📊

Trump Accounts open for contributions July 4th, and we know the questions are already coming.Here's what you need to kno...
06/10/2026

Trump Accounts open for contributions July 4th, and we know the questions are already coming.

Here's what you need to know: they're tax-deferred savings accounts for kids with no earned-income requirement and a $5,000 annual contribution limit. For children born between 2025 and 2028, the federal government seeds the account with $1,000.

That free $1,000 is the real story. For qualifying families, it's worth opening for that reason alone.

For most other families? Trump Accounts are one more option to consider, not necessarily the best first move. Custodial accounts, Roth IRAs for working teens, and 529 plans still hold significant advantages in flexibility and tax treatment.

We broke it all down in our latest article here: https://columbusstreetwealth.com/blog/trump-accounts-what-they-are-how-they-work-and-where-they-fit

Thinking about alternative investments? They can offer unique opportunities, but it's essential to understand the risks ...
06/08/2026

Thinking about alternative investments?

They can offer unique opportunities, but it's essential to understand the risks and rewards involved. At CSWM we help you navigate private equity, credit, venture capital, and real estate with clarity and confidence.

Schedule a meeting today to see how we can customize your portfolio for success! 📈🏢

In a world of fleeting headlines, remember that long-term strategies build lasting wealth. 📈 Our independent, data-drive...
06/04/2026

In a world of fleeting headlines, remember that long-term strategies build lasting wealth. 📈

Our independent, data-driven approach helps you stay focused on your financial goals—through market ups and downs. Let’s grow your wealth steadily over time.

Get your finances summer-ready! ☀️ Before you hit the beach, make sure you're not making these costly mistakes: missing ...
05/28/2026

Get your finances summer-ready! ☀️

Before you hit the beach, make sure you're not making these costly mistakes: missing tax benefits, missing employer deadlines, letting cash sit idle, or neglecting portfolio rebalancing.

We can help you enjoy a stress-free summer with a solid financial plan. Let's prepare together!

05/01/2026

Columbus Street Financial Planning has a new name: Columbus Street Wealth Management.

Same trusted advisor. Same flat fee-only, fiduciary approach. Same commitment to putting your goals first. The name now reflects the full picture of what we do together — investment management, tax strategy, retirement planning, insurance, estate coordination, and everything in between.

Our new website is live at columbusstreetwealth.com — we'd love for you to take a look. All contact information has moved to the new domain, so be sure to update your address book.

Nothing changes about your relationship, your accounts, or the way we work together. We're just growing into a name that fits.

Questions? We're always here. Independent. Flat fee-only. True fiduciaries and partners in your journey.

Being a CERTIFIED FINANCIAL PLANNER™ means more than credentials — it means accountability.As a fee-only CFP®, my role i...
03/30/2026

Being a CERTIFIED FINANCIAL PLANNER™ means more than credentials — it means accountability.

As a fee-only CFP®, my role is to help clients make clear, informed decisions across every part of their financial life: investments, taxes, retirement, risk management, and long-term planning. A flat-fee structure supports that work by removing product incentives and aligning advice with what actually matters — your goals.

If you’re looking for planning that’s built around strategy, transparency, and long-term thinking, this approach may be worth exploring.

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

Website

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