John E. Sestina & Company

Financial planner in Columbus, OH (show on map)

5.0

★★★★★

2 reviews

A legacy of trust since 1965, offering fee-only financial planning and portfolio management with a focus on comprehensive, client-centered advice.

Call (614) 326-3077

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About

With a history dating back to 1965, John E. Sestina and Company has built a legacy of trust by offering independent, fee-only financial planning and portfolio management services.

The firm is committed to providing fiduciary advice, transparent fee structures, and personalized financial strategies that cater to clients from new graduates to wealthy individuals. Services include full-service financial planning, individual portfolio management, and educational resources through their podcast, "Managing to Be Wealthy™". The company is a member of NAPFA and the Society of Independent Financial Advisors, reflecting its dedication to ethical and client-focused financial planning.

Fee-only financial planning

Comprehensive, relationship-based financial planning

Integration of investment management with financial planning

Member of NAPFA and Society of Independent Financial Advisors

Educational podcast 'Managing to Be Wealthy™'

Services

Full Service Financial Planning

A comprehensive, relationship-based program integrating all aspects of financial life, including retirement planning, tax strategies, cash flow management, debt management, estate planning, insurance analysis, and ongoing collaboration to adapt the plan as life evolves. Includes Individual Portfolio Management at no additional cost.

Retirement planning Tax strategies Cash flow management Debt management Estate planning Insurance analysis Ongoing collaboration Access to tools, education, and support

Individual Portfolio Management

A standalone investment advisory service focused on managing assets in alignment with the client's risk tolerance, including customized investment strategies, ongoing monitoring and rebalancing, and integration with broader financial plans if applicable.

Customized investment strategies Ongoing monitoring and rebalancing Integration with broader financial plans Fees based on average daily balance (typically 1% annually)

Credentials & Certifications

CFP®

Since ongoing

CKA®

Since ongoing

FPQP®

Since ongoing

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What is fee-only financial planning? +

Fee-only financial planning means the firm charges clients a transparent fee for financial advice and does not earn commissions from selling financial products. This structure aligns the firm's interests with the client's best interests, ensuring unbiased advice.

How does full-service financial planning differ from individual portfolio management? +

Full-service financial planning integrates all aspects of a client's financial life, including retirement planning, tax strategies, cash flow management, debt management, estate planning, and insurance analysis, with ongoing collaboration. Individual portfolio management focuses specifically on managing investment assets aligned with the client's risk tolerance, typically included at no additional cost when combined with full-service planning.

What is the significance of NAPFA membership? +

Membership in the National Association of Personal Financial Advisors (NAPFA) signifies that John E. Sestina and Company adheres to the fee-only model and upholds high standards of fiduciary responsibility, ensuring clients receive advice free from conflicts of interest.

How does the podcast 'Managing to Be Wealthy™' support clients? +

The podcast provides educational content on financial planning topics, featuring insights from the firm's CFP® professionals and special guest speakers. It helps listeners understand financial strategies, current events, and personal finance questions, reinforcing the firm's commitment to client education.

What is the firm's approach to client communication? +

John E. Sestina and Company emphasizes open, ongoing communication with clients, ensuring they are informed and involved in their financial planning process. The firm's philosophy is to listen to client needs and provide tailored advice accordingly.