Financial Advisor New Albany Ohio
As a fiduciary fee-only financial advisor serving New Albany and the wider Columbus area, we understand what life is like in this community. The pressures, commitments, stresses, and sheer time required by everyday life. Why add more stress to your already hectic life by trying to manage your financial future all by yourself? There is no need. And that is where having a trusted financial advisor with years of experience can eliminate that burden.
Helping New Albany Families Shape Their Financial Futures
Living and working in New Albany or commuting into Columbus tech corridors, you’re busy enough without following financial markets 24/7 and decoding IRS fine print. As a fiduciary CFP® team, Capital Investors Advisory Corporation has been guiding Central Ohio families since 1971. Read our weekly insights here, written in-house each week.
Common questions we solve:
- “Am I on track for retirement at 55?”
- “How can I defer more of my income into retirement plans?”
- “How do I diversify stock‑heavy RSUs in a tax-efficient manner?”
- “What should I be invested in given my specific situation?”
- “Are there any alternatives or safer investments available?”
Answer: A personalized, relationship-based financial advisory relationship will address these questions, along with any other financial-based matters.
✅ 100% fee‑only, no product commissions
✅ A concierge-style experience, with access to the team that fits your lifestyle
✅ Over 50 years of combined experience
Did you know? The average person spends more time planning a vacation than planning their finances. But your future is the real destination—and a good financial advisor helps you find the right path and stay on that path with fewer layovers.
Services We Provide in New Albany
| Retirement Design | Wealth Management | Business Owner Planning |
|---|---|---|
| Scenario & sensitivity-based plans | Tax-loss harvesting | Tax‑efficient exit strategies |
| Roth conversion timing | Low‑cost ETFs & funds | Retirement plan benchmarking |
| Tax‑aware withdrawal order | Ongoing rebalancing | 401(k)/Cash-balance plan advisory |
Ready to find your path?
👉 Book a free 45‑minute introductory strategy call. Use the calendar below for an in-person, video call, or phone call.
New Albany Financial Advisor FAQ
Q1. Are you a fiduciary 100 % of the time?
A. Yes—regulated by the state of Ohio, and as a CFP®, professionally bound to act in your best interest at all times.
Q2. Do you have account minimums?
A. While we are capable of working with families across the wealth spectrum, our clients benefit the most from our services when investable assets are $1M or higher.
Q3. What are your qualifications?
A. In addition to the over 50 years of combined experience, all advisors must maintain active certification as a Certified Financial Planner (CFP®) along with a business-focused undergraduate degree (Finance/Accounting/Economics).
Q4. What areas of my financial life will you help with?
A. With our extensive knowledge and significant experience, we can assist with planning investments, retirement, estates and trusts, charitable giving, tax strategies, insurance, and educational savings.
Q5. Why should I choose you instead of another advisor?
A. We understand you have options when it comes to choosing a financial advisor, and we take our duty very seriously. As a concierge-style, relationship-based advisor, we believe we offer not only the technical expertise but also the compassion and sensitivity to handle the most significant financial circumstances.
Q6. Is it worth it to have a financial advisor?
A. Of course, every person and situation is unique, so retaining a financial advisor may not be for you. However, when Vanguard, one of the world’s largest asset managers, set out to study the benefits, it estimated that having a financial advisor can lead to, or even exceed, 3% in net returns (link here).
Capital Investors Advisory Corporation • 5910 Venture Dr Suite B • Dublin, OH 43017 • (614) 224‑6828
