Young Wealth Management

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Young Wealth Management Young Wealth Management specializes in retirement planning for the greater Columbus area as well. BCM and Young Wealth Management are independent of each other.

Young Wealth Management is a comprehensive financial planning firm that aims at protecting your past, leading you through the present, and preparing for your future. We are a comprehensive wealth and retirement planning firm dedicated to guiding you to and through your retirement years. We pride ourselves in providing clients with unique strategies and plans so that they can have peace of mind for their future. Young Wealth Management understands that your financial journey changes as you enter new phases of your life. That is why we are an extremely relationship oriented firm that is dedicated to guiding you through, from start to finish. We focus on helping educate our clients on solutions that fit their specific situation and strive to ensure they understand how a strategy works before implementing anything on their behalf. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

10/15/2026

🍪 This is what we mean by a sweet retirement.

For this client, Peak to Peak meant having the freedom to turn a passion for baking into a bakery of his own.

Retirement itself is a major success milestone. But who says you have to stop there? Why not keep climbing toward the next peak? At Young Wealth Management, Peak to Peak means having the confidence to focus on your passions, knowing your financial life is organized and cared for by a team you trust.

Because the goal isn't simply to retire. It's to make the most of what's next.

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For every share, Young Wealth Management will donate $5 to the Tim Tebow Foundation, and you'll earn an entry to win a gift card to the restaurant of your choice.

The client testimonials featured in this video and future videos are provided by current clients of Young Wealth Management and reflect their individual experiences and opinions.

10/14/2026

Looking back, they wish they had met us sooner. 😉 Looking ahead, they're focused on their dream destination.

Hear how planning with Young Wealth Management has helped them feel confident about the road ahead and excited for what's next.

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➡️ Comment "Shared" below

For every share, Young Wealth Management will donate $5 to the Tim Tebow Foundation, and you'll earn an entry to win a gift card to the restaurant of your choice.

The client testimonials featured in this video and future videos are provided by current clients of Young Wealth Management and reflect their individual experiences and opinions.

10/13/2026

Questions are inevitable. Confidence is priceless. Knowing who to call makes all the difference.

Jeff and Kathy share why having a team that's responsive, knowledgeable, and willing to go above and beyond has made such a difference in their experience.

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➡️ Comment "Shared" below

For every share, Young Wealth Management will donate $5 to the Tim Tebow Foundation, and you'll earn an entry to win a gift card to the restaurant of your choice.

The client testimonials featured in this video and future videos are provided by current clients of Young Wealth Management and reflect their individual experiences and opinions.

10/12/2026

One of the greatest gifts of financial planning is peace of mind.

In this Client Spotlight, Lisa shares how working with Young Wealth Management has helped her feel confident that her future is taken care of, so she can focus on what matters most.

Don't forget to share!
➡️ Share this video
➡️ Comment "Shared" below

For every share, Young Wealth Management will donate $5 to the Tim Tebow Foundation, and you'll earn an entry to win a gift card to the restaurant of your choice.

The client testimonials featured in this video and future videos are provided by current clients of Young Wealth Management and reflect their individual experiences and opinions.

10/08/2026

The little things matter.

From thoughtful planning to remembering his favorite diet soda, it's the personal touches that stand out. 😊

Hear why this client believes the Young Wealth Management experience is different.

Don't forget to share!

➡️ Share this video
➡️ Comment "Shared" below

For every share, Young Wealth Management will donate $5 to the Tim Tebow Foundation, and you'll earn an entry to win a gift card to the restaurant of your choice.

The client testimonials featured in this video and future videos are provided by current clients of Young Wealth Management and reflect their individual experiences and opinions.

10/07/2026

Real clients. Real stories. Real impact.

We're excited to share the first video in our Client Spotlight Series, featuring Rick and Teresa sharing how they've been able to live life Peak to Peak and what they've valued most about working with our team!

➡️ Share this video
➡️ Comment "Shared" below

For every share, Young Wealth Management will donate $5 to the Tim Tebow Foundation, and you'll earn an entry to win a gift card to the restaurant of your choice.

The client testimonials featured in this video and future videos are provided by current clients of Young Wealth Management and reflect their individual experiences and opinions.

10/05/2026

Have you checked out our ELEVATE event recap? ➡️

Help Us Make an Impact While Celebrating These Stories!
✅ Share this recap video or any upcoming Client Spotlight video
✅ Comment "Shared" below the video you share

You Share. We Give.
1 Share = $5 Donated by Young Wealth Management to the Tim Tebow Foundation

Our goal is to donate $500 to the Tim Tebow Foundation, and every share brings us one step closer.

Plus, every share also earns you an entry for a chance to win a $100 gift card to the restaurant of your choice. The more videos you share, the more entries you'll earn.

*The client testimonials featured in this video and future videos are provided by current clients of Young Wealth Management and reflect their individual experiences and opinions.*

10/02/2026

The official ELEVATE recap is here! This video marks the launch of our Client Spotlight Series.

Hear directly from our clients as they share how they've been able to live life Peak to Peak and what they've valued most about working with the team at Young Wealth Management.

Help Us Make an Impact While Celebrating These Stories!
✅ Share this recap video or any upcoming Client Spotlight video
✅ Comment "Shared" below the video you share

You Share. We Give.
1 Share = $5 Donated by Young Wealth Management to the Tim Tebow Foundation

Our goal is to donate $500 to the Tim Tebow Foundation, and every share brings us one step closer.

Plus, every share also earns you an entry for a chance to win a $100 gift card to the restaurant of your choice. The more videos you share, the more entries you'll earn.

Help us celebrate great stories, support a great cause, and make a meaningful impact together.

Restaurant gift card winner announced in November!

*The client testimonials featured in this video and future videos are provided by current clients of Young Wealth Management and reflect their individual experiences and opinions. This donation campaign is active on Facebook and Instagram.*

09/29/2026

⏳ 6 Things To Do if Retirement is 6 Years Away

Six years may sound like plenty of time, but the choices you make today can have a major impact on your retirement lifestyle tomorrow. 🌴💰

In this video, Kim with Young Wealth Management and Erin Kennedy cover 6 important steps to take before you retire, including:

🏖️ Test-drive your dream retirement destination before you commit.
🏡 Complete home repairs and renovations while you're still earning.
🤝 Start volunteering now to build purpose and community beyond your career.
🏥 Prepare for rising healthcare costs - even with Medicare.
📈 Develop a smart Social Security claiming strategy to help maximize your lifetime benefits.
👨‍💼 Work with a financial advisor to create a personalized retirement income plan.

A little planning today can help you retire with greater confidence tomorrow. ✅

If you'd like to start checking these important items off your retirement checklist, give Kimberly a call at 614.430.8383 or visit www.Young-WM.com

What a night! 🎉 ELEVATE 2026 was one for the books. From great conversations and lots of laughs to live music, delicious...
09/03/2026

What a night! 🎉 ELEVATE 2026 was one for the books. From great conversations and lots of laughs to live music, delicious food, and unforgettable memories, we loved every minute spent celebrating with our amazing clients.

Thank you for making the evening so special. Stay tuned for our recap video in the coming weeks... and yes, it's totally acceptable to already be excited for ELEVATE 2027. ✨😉

Address

6641 N High Street, Ste 200
Worthington, OH
43085

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+16144308383

Website

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