Windsor Advisory Group is a fee-only, independent financial advisor based in Columbus, OH. With a team of experienced advisors and a dedicated network of resources, they provide highly personalized family office services, offering guidance on every aspect of their clients' complex financial lives. Their holistic approach focuses on understanding each family's unique needs, helping them define, manage, and apply their wealth in ways that are more fulfilling.
Driven by values and solely owned by four local partners, Windsor genuinely cares about their clients and their legacies. They prioritize their clients' best interests, investing in integrity and providing comprehensive expertise for moments both anticipated and unexpected. With a collaborative team and a commitment to achieving greater clarity and confidence in their clients' financial pictures, Windsor Advisory Group is dedicated to assisting families in navigating their complex financial journeys.
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