Financial advisors in Columbus

MCF does not have an office in Columbus. Households across Dublin, New Albany, Upper Arlington and the rest of central Ohio work with our Cincinnati team on E Kemper Rd, about ninety minutes to two hours south on I-71. We say that plainly because you should know how the relationship is structured before you start it, not after.

So how does this work if we are not down the street? Almost entirely the same way it works for clients ten minutes from an office, because the substance of this work is not proximity. Meetings happen by video on a scheduled cadence, documents move through a secure portal rather than a filing cabinet, and your advisor, CPA and estate planning contact join the same call instead of you driving to three appointments. When something needs to happen face to face, a planning kickoff, a document signing, a conversation with adult children, we set a date and either you come to Cincinnati or we come to you. Most Columbus relationships settle into a rhythm of one or two in-person meetings a year and video in between, and clients tell us the video meetings are often better attended because nobody has to leave work early.

Central Ohio produces a particular set of planning problems, and they are the kind that reward a coordinated team. Financial services and large-corporate careers here come with deferred compensation elections, restricted stock and a concentrated position in an employer whose stock also funds the household. Public careers come with the Ohio Public Employees Retirement System or the State Teachers Retirement System, and Ohio State faculty and staff have their own arrangements. Those decisions are usually irreversible and almost always tax-driven, which is why our advisors, CPAs and estate planners work as one team rather than passing you between offices.