Trusted CPAs & Financial Advisors in Columbus, OH

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.

How Can We Help?

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One Team, Complete Financial Picture

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.

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.

Accounting

Make Informed Decisions About Your Business’s Finances

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.

Business Consulting

Identify problems, improve performance, and implement solutions to achieve business objectives.

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Taxes

Minimize tax burdens and ensure compliance regarding income taxes, corporate taxes, sales taxes, and other forms of taxation.

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Accounting & Audits

Provide assurance to stakeholders about the accuracy of financial statements.


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Business Valuations

Determine the economic value of your business based on various factors such as financial performance, market conditions, and industry trends.

Explore Business Valuation Services 

Retirement Planning

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 

Wealth Management

Follow a Strategic Plan to Meet Your Long-Term Goals

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.

Financial Planning

Achieve your financial goals with a comprehensive strategy that includes budgeting, savings, tax planning, retirement planning, and more.
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Investment Management

Optimize returns on your investments while considering risk tolerance and investment objectives.
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Business Services

Get financial advisory and management tailored specifically to business owners, including strategic financial planning, succession planning, and more.
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Risk Management

Identify, assess, and mitigate potential risks that could impact your financial goals.
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Life Insurance

Integrated life insurance into your comprehensive financial plan, designed to ensure that your coverage aligns with your evolving goals and needs.

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FAQs: Worthington Financial Services 

Do you work with clients outside of Worthington?

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.

Can I meet with both a CPA and a financial advisor at W3?

Absolutely. Our integrated team includes Columbus CPAs and financial advisors who collaborate to align your tax, investment, and retirement strategies.

What if I have an existing relationship with another financial professional?

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.

Who do you serve?

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.

Can W3 help with business transitions or selling my company?

Yes. Our Columbus business valuation experts 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.

Additional Questions? Contact Us

If you don’t see your question on this page, don’t hesitate to reach out to us for more information. We are happy to answer any questions you may have about our services, our approach, or just general tax, accounting, or finance inquiries.

Why W3?

Objective, Proactive Advice

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.

Investment in Specialized Education

CPA, CVA, QPA, AICPA, PFS, NACVA, OSCPA, 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.

Teamwork Approach

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.

Value-Added Services

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.

Get Started with W3 Financial Group

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!