About John E. Sestina And Company
<p>Founded in 1965, John E. Sestina And Company has worked from its Columbus headquarters in central Ohio for decades, supporting clients locally and across the U.S. The firm is a fee-only registered investment advisor (RIA) that combines investment management with detailed financial planning.</p> <p>Clients work with the team on retirement planning, tax planning strategies, cash-flow planning, estate planning, and insurance reviews. The firm also runs individual portfolio management, building investment allocations around a client’s goals, timeline, and risk tolerance.</p> <p>John E. Sestina And Company is a NAPFA member firm and emphasizes clear fees and advice built around the client’s interests. The differentiator is the firm’s long operating history paired with a planning-first process that ties investment decisions back to day-to-day finances and long-term retirement needs.</p> <p>As of 2026, the firm reports $0.6B in assets under management. Retirement plan work includes 3(21) fiduciary services for plan sponsors looking for ongoing investment guidance from a <a href="/plan-advisors">plan advisor</a>.</p> <ul> <li>Fee-only RIA investment management</li> <li>Full financial planning, including retirement and cash-flow planning</li> <li>Tax strategy and estate planning coordination</li> <li>Insurance analysis and coverage reviews</li> <li>3(21) fiduciary investment advice for employer plans</li> </ul>
Website: https://www.managingtobewealthy.com/
Founded: 1965
Office Locations
- Columbus, OH (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $634.5M