W3 Financial Group

Your Vision, Our Mission

Financial planner in Worthington, OH (show on map)

5.0

★★★★★

3 reviews

Full-service financial planning and accounting firm offering wealth management, business accounting, and strategic advisory services.

Call (614) 261-0600

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About

W3 Financial Group is a full-service financial planning and accounting firm that offers both wealth management and business accounting services under one roof. The firm's team includes Certified Public Accountants (CPAs), Certified Financial Planner™ (CFP®) professionals, and business valuation analysts who work together to provide comprehensive advisory, consulting, and accounting services. Wi

th a commitment to excellence and a focus on client success, W3 helps clients minimize tax burdens, optimize financial resources for retirement, and achieve long-term financial goals through strategic planning and management.

Integrated wealth management and business accounting services

Team of CPAs, CFP professionals, and business valuation analysts

Commitment to client success and financial goals

Fiduciary financial advisors

Customized, people-first approach

Services

Wealth Management

Plan and optimize financial resources to achieve unique retirement goals.

Financial Planning Investment Management Business Services Risk Management Life Insurance

Accounting

Address all financial aspects of your business with comprehensive oversight and advisory.

Tax Planning Business Consulting Accounting & Audits Business Valuation Retirement Planning Bookkeeping Services QuickBooks ProAdvisor

Business Consulting

Identify problems, improve performance, and implement solutions to achieve business objectives.

Strategic Planning Operational Improvement Financial Advisory

Credentials & Certifications

CPA

CFP®

FINRA Series 7, 63, 65, 66

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

Do I need a certain amount of assets to work with you? +

Not necessarily. Our advisors work with clients at different stages of their financial journey. We encourage you to reach out—we’ll let you know if we’re a good fit or connect you with a trusted partner who is.

Are you fiduciary financial advisors? +

Yes—A fiduciary financial advisor is a financial professional who is legally and ethically required to act in your best interest at all times. Working with a fiduciary gives you peace of mind knowing: Their advice is aligned with your goals, not their compensation; You receive objective, personalized recommendations; You’re partnering with someone held to a higher professional standard.

How is W3 Financial Group different from other wealth management firms in Ashburn? +

We take an integrated, people-first approach. Our clients value that we provide tailored guidance instead of generic plans, as our advisors genuinely listen before providing advice.

Do you offer virtual appointments? +

Yes! We work with clients both locally in Ashburn and across the country through secure virtual meetings. Whether you prefer in-person or remote, we make it easy to stay connected and on track.