Columbus Street Financial Planning

Financial Services • Dublin, Ohio, United States • 1-10 Employees

Company overview

Headquarters	565 Metro Place South, Suite 300, Dublin, Ohio 43017, US
Phone number	+16146624250
Website	columbusstreetfin.com
NAICS	52
SIC	628
Keywords	Budgeting, Tax Planning, Wealth Management, Executive Compensation, Retirement Planning, Fiduciary, Estate Planning, Investment Management, Goal Planning
Founded	2019
Employees	1-10
Socials

Key Contact at Columbus Street Financial Planning

Shawn Ballinger

Founder | Wealth Advisor

Columbus Street Financial Planning Email Formats

Columbus Street Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@columbusstreetfin.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@columbusstreetfin.com	100%

About Columbus Street Financial Planning

Columbus Street Financial Planning is an independent, Registered Investment Advisor, and fiduciary who places clients’ interests first. We do not sell products of any kind. Would you want to work with an advisor who puts their interest ahead of yours? Also, we do not charge fees on a percentage of your assets; Columbus Street believes in a flat fee-for-service model, which is the purest form of fiduciary. Why should your advisor be compensated more simply because the stock market went up? Columbus Street helps families and individuals plan for all stages of life and at all levels of complexity. Planning areas include short- and long-term goal planning, tax reduction strategies, executive compensation, retirement plan optimization, portfolio withdrawal strategies, college planning, investment management, all areas of insurance, and estate planning. No products. No guesswork. No conflicts. We offer complete transparency in everything we deliver so you can focus on dreams, not decimals.

Columbus Street Financial Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Columbus Street Financial Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Columbus Street Financial Planning has never raised funding before.

Columbus Street Financial Planning Tech Stack

Discover the technologies and tools that power Columbus Street Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Ninja Forms

Form builders

Underscore.js

JavaScript libraries

Swiper

JavaScript libraries

Google Maps

Maps

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Frequently asked questions

Columbus Street Financial Planning is located in Dublin, Ohio, US.

You can reach Columbus Street Financial Planning at +16146624250.

Columbus Street Financial Planning was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Columbus Street Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Columbus Street Financial Planning

Shawn Ballinger

Founder | Wealth Advisor

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