Partner with a full-service financial planning and accounting firm that keeps a finger on the pulse of your complete financial picture.
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Looking for personalized financial guidance in Columbus? At W3 Financial Group, our local team of CPAs, financial advisors, and tax professionals work together to help individuals, families, and business owners in the Worthington and surrounding area to build confidence in their financial future.
Whether you’re navigating tax season, planning for retirement, or growing your business, we’re here with experience you can count on—and service that puts people first.
Choose strategic planning and management today for a more streamlined financial future. Your vision for success becomes our mission.
Our expert team of CPAs, business valuation analysts and staff accountants work directly with you to minimize painful tax burdens and provide nothing less than the best advisory, consulting and accounting services.
Identify problems, improve performance, and implement solutions to achieve business objectives.
Minimize tax burdens and ensure compliance regarding income taxes, corporate taxes, sales taxes, and other forms of taxation.
Provide assurance to stakeholders about the accuracy of financial statements.
Determine the economic value of your business based on various factors such as financial performance, market conditions, and industry trends.
Set financial goals, save and invest for the future, and consider factors such as pensions, Social Security, and other retirement benefits.
Explore Retirement Planning Services
We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times. Our team has been helping people prepare for and successfully retire for over 30 years.
Achieve your financial goals with a comprehensive strategy that includes budgeting, savings, tax planning, retirement planning, and more.
Explore Financial Planning Services
Optimize returns on your investments while considering risk tolerance and investment objectives.
Explore Investment Management Services
Get financial advisory and management tailored specifically to business owners, including strategic financial planning, succession planning, and more.
Explore Business Services
Identify, assess, and mitigate potential risks that could impact your financial goals.
Explore Risk Management Services
Integrated life insurance into your comprehensive financial plan, designed to ensure that your coverage aligns with your evolving goals and needs.
Yes! While we serve many in Worthington, we also support clients across Columbus and Central Ohio—both in person and virtually. W3 Financial Group has offices in Akron, Westlake, and Ashburn, Virginia.
Absolutely. Our team works together to coordinate your full financial picture—from tax strategies to investment goals.
That’s perfectly okay—and actually quite common. At W3 Financial Group, we believe in collaboration, not competition. If you’re already working with a CPA, financial advisor, or attorney you trust, we’re happy to coordinate and complement those efforts. Our team can step in to fill any gaps, provide a second opinion, or offer specialized services such as tax planning, business advisory, or wealth integration. Your financial strategy should work as one—whether we’re leading it or working alongside your current professionals.
We proudly serve:
Small business owners looking to streamline accounting and tax planning
Medical professionals and high-income earners seeking integrated wealth and tax strategies
Families and individuals preparing for retirement or managing multi-generational wealth
Entrepreneurs needing outsourced CFO and business valuation support
No matter where you are in your journey, our Worthington office is equipped to help you move forward with clarity.
Yes. Our valuation specialists and business planning professionals can help you understand what your business is worth, prepare it for sale, and plan for a smooth transition—whether you’re selling to a partner, family member, or third party.
We work hard to provide objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication. We believe that by educating and regularly communicating with our clients, we can reduce the uncertainty they have about how and why their money is invested.
Our staff, which includes specialists in every area of expertise relating to our multiple service areas, takes a teamwork approach by listening to our clients’ questions and problems and then taking every step necessary to ensure timely and meaningful solutions.
In all endeavors, we seek to add value to your business and personal planning through responsive, efficient, and ongoing services. By using cohesive operational principles and cultivating partnered relationships, we become an objective resource and valued part of our clients’ organizations and families to help lead them toward a brighter financial future.
Ready to put us to work to help achieve your financial goals? It starts with a deep understanding of your situation and aspirations for the future. Contact us today to get started with a free consultation!
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
