Vorisek Financial Corporation

Professional, Independent, Financial Advice.

Financial planner in Worthington, OH (show on map)

5.0

★★★★★

13 reviews

A trusted financial advisory firm in Worthington, Ohio, providing personalized wealth management, retirement planning, investment strategies, and financial guidance for individuals, families, and small businesses.

Call (614) 431-4328

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About

Vorisek Financial Corporation is a full-service financial solutions firm serving clients since 1985. Founded by Thomas F.

Vorisek, the firm emphasizes long-term client relationships and a thoughtful, needs-based approach. The team includes certified financial planners, tax and legal professionals who develop integrated plans for clients' current and future goals, ensuring continuous assessment and adjustment to keep clients on track.

Independent and unbiased financial advice

Fee-based financial planning

Long-term client relationships

Comprehensive resources and tools

Services

Financial Planning

Fee-based financial planning tailored to individual client goals and aspirations.

Personalized wealth management Retirement planning Investment strategies Financial guidance for individuals, families, and small businesses

Credentials & Certifications

CFP® (Certified Financial Planner)

Since 1995

CKA® (Chartered Financial Analyst)

Since 1995

CPFA® (Certified Private Family Advisor)

Since N/A

Reviews

Rating

★★★★★

Reviews

"Incredible service and advice."

Frequently Asked Questions

What is the difference between a large financial services firm and Vorisek Financial Corporation? +

Unlike many financial services firms, Vorisek Financial Corporation focuses on clients first and products last, maintaining a truly independent, unbiased approach.

How does Vorisek Financial ensure the financial plan remains relevant over time? +

The financial plan is a fluid, living, breathing document that changes with the client's life, with consistent updates and adjustments provided by the firm.

What credentials do the financial advisors at Vorisek Financial hold? +

Many advisors are Certified Financial Planner (CFP®) professionals, including Phil Lovegrove, Eric Shearer, and Chris Wilkin, among others.

In which states does Vorisek Financial provide services? +

Investments products and services are available only to residents of Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Indiana, Kentucky, Kansas, Louisiana, Massachusetts, Maryland, Michigan, Missouri, Mississippi, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia, and Wisconsin.

What is the philosophy behind Vorisek Financial's investment approach? +

Everything starts with getting to know the client, understanding their current situation and future aspirations, and developing a customized plan that integrates all goals for today, tomorrow, and a lifetime.

How does Vorisek Financial maintain independence in advice? +

As an independent financial advisory firm, Vorisek Financial is empowered to make unbiased decisions solely in the best interests of clients, without products in mind, supported by Osaic Wealth as a broker-dealer.