About Future Finances INC
<p>In central Ohio’s Columbus metro, Future Finances INC works with high-net-worth individuals and families on long-term planning and investment management. The firm is a registered investment advisor and reported $1.2B in assets under management in 2026.</p> <p>Future Finances INC covers retirement planning and ongoing portfolio management, with attention to tax implications. Clients also use the firm for insurance and tax planning, estate planning, wealth transfer strategies, and education funding.</p> <p>For employers that want an outside fiduciary, Future Finances INC provides 3(21) support, helping plan committees document decisions and monitor investments and service providers. This is a good fit for sponsors that want advice without handing over full discretion.</p> <p>One point that sets the firm apart is its visible local involvement in the Columbus community, including principals who have supported organizations such as Special Olympics.</p> <ul> <li>Registered investment advisor based in the Columbus, Ohio area</li> <li>Services for individuals and families: retirement, estate, tax, and education planning</li> <li>Portfolio management with tax-aware investment guidance</li> <li>3(21) fiduciary advice for workplace plans</li> <li>$1.2B AUM (2026)</li> </ul>
Website: https://www.futurefinances.com/
Office Locations
- Columbus, OH (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.2B