Partner with a full-service financial planning and accounting firm in Columbus, OH that understands your full financial picture—whether you’re planning for retirement, running a business, or managing multi-generational wealth.
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At W3 Financial Group, our team of experienced financial advisors, CPAs, and tax professionals work collaboratively to support individuals, families, and small business owners across Worthington and the greater Columbus area. Whether you’re preparing for retirement, navigating tax season, or looking for a proactive accounting firm, we deliver strategic solutions built around your long-term goals.
Our Columbus financial advisors are here with experience you can count on—and service that puts people first. As a trusted wealth management firm in Worthington, we offer personalized guidance from advisors who understands your unique goals.
Choose strategic planning and management today for a more streamlined financial future. Your vision for success becomes our mission.
Our CPAs, business valuation analysts, and staff accountants help you reduce tax burdens, ensure compliance, and uncover new growth opportunities. Whether you’re a small business owner or high-income earner, our Columbus office provides tailored financial services to help you thrive.
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
W3 Financial Group has been helping clients retire confidently in Columbus, Ohio for over 30 years. Our proactive approach ensures you receive objective advice, regular communication, and seamless coordination across tax, investment, and business needs.
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 our Worthington office serves many clients locally, we also support individuals and businesses throughout Columbus and Central Ohio—in person and virtually. We also have offices in Akron, Westlake, and Ashburn, Virginia.
Absolutely. Our integrated team includes Columbus CPAs and financial advisors who collaborate to align your tax, investment, and retirement strategies.
That’s common—and encouraged. We regularly collaborate with attorneys, existing CPAs, or financial professionals to enhance your strategy. W3 can fill gaps, offer second opinions, or provide specialty services like business valuations or tax consulting.
We proudly serve:
Small business owners seeking outsourced CFO and tax guidance
Medical professionals and high-income earners needing integrated financial strategies
Individuals and families planning for retirement or legacy transitions
Entrepreneurs preparing for growth, valuation, or sale
No matter where you are in your journey, our Worthington office is equipped to help you move forward with clarity.
Yes. Our Columbus business valuation analysts 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.
As a financial advisor in Columbus, Steve's focus is on developing comprehensive financial independence plans and designing diverse, individualized investment portfolios that align with each client’s long-term goals.
As a Senior Manager at W3 Financial Group, Doug takes a comprehensive approach to tax and financial strategy, ensuring that businesses, trusts, estates, and individuals successfully navigate their financial obligations.
Bill’s business philosophy is based upon his passion for achieving proper results for a client’s needs. He believes that a close relationship with a client is critical. “We’re a family business that deals with family businesses and family matters.”
As an Accounting Manager and CPA at W3 Financial Group’s Columbus office, I specialize in supporting small business owners with comprehensive tax preparation, strategic planning, and year-round financial guidance.
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.
CPA, QPA, CFP, PFS, FINRA registrations: Series 7, Series 63, Series 65, Series 66. What do all of those letters mean? It’s our way of letting you know that you are working with a team of professionals who have invested significant time in obtaining and maintaining specialized financial education.
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.
