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Consolidated Financial

EST. AUM
$516,040,000

CONTACTS
4

CLIENT ACCOUNTS
1,467

Firm Details

Metro area Columbus
CRD Number 119695
Website investconsolidated.com
Client types

Overview

Consolidated Financial, established in 1998 and headquartered in Dublin, Ohio, is a Registered Investment Advisor specializing in personalized investment management, financial planning, and retirement solutions for both individual and business clients. Operating under a fiduciary standard, the firm partners with custodians like Charles Schwab to ensure client-centric, unbiased financial advice. With a focus on long-term wealth preservation and growth, Consolidated Financial offers services including 401(k) and IRA-based retirement plans, positioning itself as a trusted advisor for clients seeking tailored financial strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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