Fifty-Four Financial

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Columbus
CRD Number
Website 54financial.com
Client types

Overview

Fifty-Four Financial is an independent wealth advisory team based in Dublin, Ohio, serving individuals and business owners with planning-led investment advice. The firm offers a full suite of services—retirement and education planning, insurance guidance, and portfolio management—delivered through open-architecture investment options. Brokerage and custody are provided via LPL Financial, while advisory affiliation is through Private Advisor Group. Clients access accounts and planning via LPL Account View and WealthVision. The practice emphasizes objective guidance, ongoing contact, and service first, tailoring strategies to goals, risk, and tax considerations for Ohio-resident clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Fifty-Four Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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