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NorthAvenue Financial Advocates

Fee-Only Holistic, tax-focused financial planning for a flat fee.

Financial planner in Columbus, OH (show on map)

Fee-only financial planners offering holistic, tax-focused financial planning, investment management, and proactive tax planning for a flat annual fee.

Call (614) 210-3948
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NorthAvenue Financial Advocates website

About

NorthAvenue Financial is a fee-only financial planning firm offering holistic, tax-focused financial planning for a flat annual fee. Services include comprehensive financial planning, investment management partnered with Asset Dedication, proactive tax planning and preparation, retirement, estate, insurance, and cash flow planning.

The firm emphasizes fiduciary responsibility, no commissions, and a client-centered approach.

Fee-only fiduciaries
No commissions
Tax-focused holistic approach
Comprehensive planning covering investments, taxes, estate, insurance, and cash flow
Partnered with Asset Dedication for investment management
Proactive tax planning and preparation staffed by tax specialists

Services

Comprehensive Financial Planning

Holistic, tax-focused financial planning covering investment management, proactive tax planning, retirement, estate, insurance, and cash flow planning.

Flat annual fee Fee-only fiduciaries No commissions Tax-focused approach

Credentials & Certifications

Certified Financial Planner™
Since 2014
Enrolled Agent (EA) with the IRS
Since N/A
Top 40 Advisors Under 40 Award (InvestmentNews 2016)
Since 2016
NAPFA National Board Member (2019-2022)
Since 2019
Financial Planning Association of Central Ohio Chairwoman (2016)
Since 2016
Financial Planning Association of Central Ohio President (2014-2016)
Since 2014
Financial Planning Association of Central Ohio Board Member (2012-2013)
Since 2012
Master’s degree in Personal Financial Planning
Since N/A
Certified Financial Planner™ (CFP®)
Since 2020
CPA (Certified Public Accountant) - Inactive
Since N/A

Contact NorthAvenue Financial Advocates

NorthAvenue Financial Advocates
Category
Financial planner
Wheelchair Accessible
Call (614) 210-3948

Opening Hours

Sunday
Closed
Monday
8 am–5 pm
Tuesday
8 am–5 pm
Wednesday
8 am–5 pm
Thursday
8 am–5 pm
Friday
8 am–5 pm
Saturday
Closed

Location

Location of NorthAvenue Financial Advocates, 4400 N High St Suite 201, Columbus, OH 43214 · View on Google Maps

Screenshot Gallery

NorthAvenue Financial Advocates page
NorthAvenue Financial Advocates page
NorthAvenue Financial Advocates page
NorthAvenue Financial Advocates page
NorthAvenue Financial Advocates page
NorthAvenue Financial Advocates page
NorthAvenue Financial Advocates page

Get in Touch

Ready to work with NorthAvenue Financial Advocates?

Reach out today to schedule a consultation.

(614) 210-3948

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