Kensington Wealth Partners

The Path to More Confidence in Life Starts Here

Financial planner in Columbus, OH (show on map)

5.0

★★★★★

1 reviews

Kensington Wealth Partners offers personalized financial planning, investment management, and wealth preservation strategies to help clients achieve their financial goals with empathy and expertise.

Call (614) 431-4311

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About

Kensington Wealth Partners, Ltd. is a financial advisory firm dedicated to helping clients achieve financial confidence and security through personalized wealth management strategies. With a focus on retirement planning, investment management, estate planning, business owner planning, and charitable giving, the firm offers comprehensive solutions designed to meet the unique needs of each client.

Led by experienced professionals including Managing Director Paul A. Gydosh, Jr., the team combines expertise with a client-centric approach to deliver actionable financial advice and support.

Personalized financial planning

Comprehensive wealth management

Expertise in retirement, estate, and business owner planning

Services

Retirement Planning

Helps clients plan for financial independence in retirement through tailored strategies and disciplined execution.

Personalized retirement income strategies Tax-efficient retirement account management Ongoing portfolio adjustments for changing conditions

Investment Planning

Designs diversified investment portfolios to meet clients' risk tolerance and return objectives.

Diversified portfolio construction Tax-efficient investment strategies Risk management and periodic rebalancing

Estate Planning

Develops strategies to preserve and transfer wealth efficiently, minimizing tax implications.

Estate tax reduction techniques Trust and will preparation Charitable giving strategies

Education Funding

Helps families plan and finance higher education expenses through tax-advantaged strategies.

529 College Savings Plan guidance Private school funding strategies Financial planning for trade and technical education

Business Owner Planning

Provides financial planning and succession strategies for business owners.

Business succession planning Key executive retention strategies Buy-sell agreements and family partnership structuring

Charitable Planning

Helps clients integrate charitable giving into their financial plans while maximizing impact and minimizing tax.

Charitable remainder trusts Donor-advised funds Qualified charitable distributions

Credentials & Certifications

CFP®

ChFC

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is a 1031 Exchange? +

A 1031 Exchange is a real estate investment strategy that allows you to defer capital gains taxes when selling one investment property and purchasing another of like kind.

What are the new retirement contribution limits for 2026? +

The new retirement contribution limits for 2026 have been announced by the IRS, allowing individuals to contribute more to their retirement accounts while maintaining tax advantages.