# John E. Sestina And Company
Source: https://planprovider.pro/provider/john-e-sestina-and-company

> 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…

Retirement Plan Advisor

Columbus, OH

## 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/](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

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