TRICORD WEALTH

Tricord Wealth Advisors is a Columbus based Certified Financial Planner, Wealth Management, and financial advising company that focuses on helping individuals and businesses meet their financial goals since 1981, with experience in all aspect of financial planning and wealth management and specializing in charitable giving, legacy and retirement planning... The Tricord represents our dedication to helping our clients leverage their gifts to serve their purpose and achieve their goals. Indeed, this is our mission, and at Tricord Wealth Advisors we know that life itself-and every blessing it brings-is a gift... You're not alone. Many in your position struggle to find financial strategies that align with their faith and life principles, while also securing a financially sound future. At Tricord Wealth Advisors, we understand these challenges deeply. Let us guide you towards a financial plan that honors your values and safeguards your legacy.

Also known as: Tricord Wealth Advisors

Primary location: Columbus United States