Michelet Financial brings Fortune-500 financial discipline to Columbus families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Columbus's growing base of professionals, business owners, and Ohio State-area earners benefits from coordinated tax-and-investment planning.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Columbus investors and Franklin County.
Comprehensive planning for Columbus households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Columbus professionals and owners preparing for the next chapter.
Dublin and Westerville families choose Michelet Financial for fee-transparent, tax-coordinated wealth management.
Yes - we work with clients throughout Columbus and the surrounding central Ohio, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Columbus is a fast-growing Midwest hub with Nationwide, JPMorgan Chase operations, Ohio State University, and a rising Intel semiconductor presence. Stable corporate and university employment makes retirement-account optimization and Roth strategy high-impact for Columbus savers.
Ohio's graduated income tax and municipal taxes reward careful planning for Columbus professionals and business owners. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Columbus, OH clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.
Living and working in Columbus means navigating a unique financial landscape. As Ohio’s capital and a hub for insurance, healthcare, and education, our city offers strong employment opportunities—but it also presents specific challenges. Many Columbus residents face the “Rust Belt paradox”: steady incomes from employers like Nationwide, Ohio State, or JPMorgan Chase, paired with rising property taxes in neighborhoods like German Village or Clintonville. Meanwhile, the city’s rapid growth has driven up housing costs, making it harder for young professionals to save for a first home while also funding retirement. Add in the complexities of Ohio’s municipal income tax system—where you may owe taxes to both the city you work in and the one you live in—and it’s clear that a one-size-fits-all financial plan simply won’t cut it. At Michelet Financial (Big Ass Tax Returns), we understand these local pressures and design strategies that account for Columbus’s unique economic rhythms.
You might wonder how a financial advisor can truly help without sitting across a desk from you. The answer is simple: modern virtual advisory is not only effective—it’s often superior. Through secure video calls, shared digital dashboards, and encrypted document portals, we work with you from the comfort of your home in Dublin, Bexley, or anywhere in Central Ohio. This approach eliminates traffic hassles and allows us to meet on your schedule, whether that’s during a lunch break or after the kids are in bed. More importantly, virtual advisory enables us to provide real-time updates on your portfolio and tax projections, so you’re never left waiting for a quarterly statement. Our fee-transparent model means you see exactly what you’re paying for—no hidden commissions, no confusing tiers. For Columbus clients juggling careers and family, this flexibility is a game-changer.
Our services are built around what matters most to Columbus residents. For tax strategy, we go beyond simple filing: we analyze Ohio’s specific deductions, help you navigate the city’s income tax reciprocity rules, and identify opportunities to reduce your burden through retirement contributions or health savings accounts. In wealth management, we focus on growth that aligns with your risk tolerance, whether you’re a young professional at a fintech startup or a seasoned executive at a hospital system. And for retirement planning, we address the full picture—from maximizing your 403(b) or 457(b) if you work in the public sector, to creating a sustainable withdrawal strategy that accounts for Ohio’s cost of living. Every recommendation is made with full transparency, so you understand the “why” behind each move.
Your financial future deserves a partner who knows Columbus—and who puts your interests first. Whether you’re tackling tax complexity, building wealth, or planning for a secure retirement, Michelet Financial is ready to help. Take the first step today by calling (225) 396-5511 to schedule a no-obligation consultation. Let’s build a plan that works for your life, your city, and your goals.