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Ross Wealth Advisors
Personalized retirement and investment planning for your financial peace of mind.
5(5 reviews)
$$$
Business
financial-advising
financial-advisor
Customized strategies for clients nearing or in retirement, including income planning and tax optimization.
Personalized portfolio management with a focus on safety and growth tailored to your goals.
Advice on minimizing taxes and maximizing returns through strategic financial decisions.
Expert assistance with Social Security optimization and Medicare planning for retirees.
Weekly video recaps and educational seminars to keep clients informed on market trends.
Ongoing consultations to adjust plans based on changing needs and economic conditions.
Personalized retirement and investment planning for your financial peace of mind.
No photos available
Ross Wealth Advisors is a trusted financial planning firm in Columbus, OH, specializing in retirement planning and investment management. Led by Don Ross, our team provides personalized strategies for clients nearing or in retirement, focusing on tax efficiency, market safety, and long-term financial comfort. We offer comprehensive services including portfolio management, Social Security optimization, Medicare guidance, and ongoing client education through weekly market updates and seminars. With a 4.6/5 rating from satisfied clients, we pride ourselves on integrity, expertise, and a client-first approach.
Don always listens to our concerns and questions we have. Don has explained to us the important to keep some of our investments safe from the stock market. We have had good discussions about future taxes and made changes to helps us. Don's has several people on his team that are expert in many topics. We have used them and got great answers on Social Security, Medicare and tax saving ideas. I highly recommend Ross Wealth Advisors for advise on your future retirement planning.
We have been with Ross Wealth Advisors for over a year. Having limited knowledge of the stock market and other investment opportunities we needed someone who knows what they are doing and can explain it in simple terms. We found that in Don Ross and we are very happy with Don and his entire team. His weekly video recaps of the week are very helpful for us. We highly recommend you schedule a meeting with Don.
Several years ago my husband and I started our search for a financial advisor that specialized in advising those close to retirement or who had already retired. We were fortunate to have met Don Ross of Ross Wealth Advisors. Don developed a plan based on our needs and desires for our retirement. He has made himself and his team of professionals available to us as we prepare for the retirement date. Don takes a personal interest in all his clients and demonstrates his integrity and knowledge every time we meet. We have recommended Don and his team to friends and relatives and will continue to do so.
After attending Don Ross’s financial seminar, I met with Don for a personal financial consultation. I was highly impressed with Don’s knowledge/skills to help me manage and build my financial portfolio! I have been with the Ross team for several years and I am very satisfied with their level of professionalism, financial knowledge/skills, customer service as well as the friendly and extreme kindness each team member provides to individuals attending Ross events. The Ross team are excellent role models for what great customer service should look like!!
My husband, and I, have been very pleased with Ross Wealth Advisors. We started with the company, and the whole team, before long my husband retired. With Don's advice, and knowledge of the financial world, we are now retired and financially comfortable. The Team that makes up Ross Wealth Advisors have been very, professional, knowledgeable, and interested in our best interest. Thank you all!
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