Windsor Advisory Group
Financial ServicesView the employees at
Windsor Advisory Group-
Rishabh Shah Associate at Windsor Advisory Group
-
Westerville
-
Rising Star
Kyle Ellis, CPA Director at Windsor Advisory Group-
Columbus
-
Rising Star
Melissa Barton-Briggs Director, Client Relationship Team at Windsor Advisory Group-
Columbus
-
Top 5%
Carter (Hatch) Gerlach, CFP® CAP® Director at Windsor Advisory Group-
Columbus, Ohio, United States
-
Rising Star
Cory Hinaman, CFA Manager at Windsor Advisory Group-
Columbus, Ohio, United States
-
Rising Star
Overview
Windsor Advisory Group is an investment advisory firm providing family office services to highly successful individuals, their families and family offices. Many of our clients think of Windsor Advisory Group as their personal CFO. We advise clients on key financial matters, create and monitor their financial blueprints and simplify their financial affairs. As professionals, it’s our job to look out for our clients. To accomplish this, we believe in aligning their financial make-up with their long-term goals, needs and passions. We customize a plan and portfolios based on client priorities and unique financial situations. We also understand that our client’s lives are about much more than the numbers on a financial statement.
-