Ross Wealth Advisors

Financial consultant in Columbus, OH (show on map)

4.6

★★★★★

34 reviews

Ross Wealth Advisors helps individuals and families work toward achieving their ideal retirements with personalized financial planning and investment guidance.

Call (614) 545-0277

Navigate to Visit website

About

Ross Wealth Advisors is an independent financial services firm dedicated to helping individuals create retirement strategies using a variety of investment and insurance products tailored to their needs and objectives. The firm emphasizes personalized planning, attentive guidance, and up-to-date strategies to ensure clients retire with clarity, confidence, and a strong financial foundation.

Services include asset transfer and estate planning, risk management, healthcare and long-term care planning, tax liability reduction, and retirement income planning, all delivered by a team committed to active listening and strategic roadmap development.

Independent advisory firm prioritizing client best interests

ARMOR UP™ Retirement Framework for holistic planning

Tailored solutions reflecting individual values and goals

Active listening and strategic roadmap development

Continuous education and up-to-date industry knowledge

Services

Retirement Planning

Comprehensive retirement planning using the ARMOR UP™ Framework to preserve wealth, reduce risk, and prepare for life's uncertainties.

Asset Transfer & Estate Planning Risk Management & Investment Planning Medical, Health & Long-Term Care Planning Outstanding Tax Liabilities Management Retirement Income Planning

Credentials & Certifications

RFC® (Registered Financial Consultant)

CFSP (Certified Funeral Service Practitioner)

Reviews

Rating

4.6

★★★★★

Reviews

"Honest, very knowledgeable and friendly."

Frequently Asked Questions

What is the ARMOR UP™ Retirement Framework? +

A comprehensive retirement planning system designed to preserve wealth, reduce risk, and prepare individuals for life’s uncertainties with clarity and confidence.

How does Ross Wealth Advisors tailor retirement plans to individual needs? +

By developing customized strategies that reflect each client’s lifestyle, goals, and values, ensuring true retirement alignment.

What types of risks do you help manage in retirement? +

Market exposure, investment diversification, healthcare costs, tax liabilities, and ensuring sustainable retirement income.

How do you handle estate planning and asset transfer? +

By creating efficient transfer plans that minimize probate delays and taxes, honoring the client’s legacy wishes.

Why is staying up to date so important in financial planning? +

To keep the retirement strategy current, compliant, and optimized for today’s economic landscape, ensuring long-term success.