About Keidan Financial Consultants LLC
<p>From its office on South Fifth Street in downtown Columbus, Keidan Financial Consultants LLC works with individuals, pension plans, and trusts on investment portfolio management and financial planning.</p> <p>Keidan is a Registered Investment Advisor and acts as a fiduciary. The firm also offers a 3(21) fiduciary service for employer-sponsored retirement plans, supporting plan sponsors with investment guidance while the sponsor keeps final decision-making authority.</p> <p>Clients come from Ohio and a wide multistate footprint, including AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MD, MI, MO, MN, NC, NJ, NY, OK, OR, PA, SC, TX, VA, WA, WI, and WV. As of 2026, the firm reports $0.5B in assets under management.</p> <p>One practical differentiator is the firm’s focus on financial education, with a library of planning resources such as articles, calculators, flipbooks, and videos that clients can use between meetings.</p> <ul> <li>Registered Investment Advisor (RIA) based in the Columbus metro area</li> <li>3(21) fiduciary support for workplace retirement plans</li> <li>Investment portfolio management for individuals, pension plans, and trusts</li> <li>Financial planning and wealth planning, building, and preservation</li> <li>Educational tools: articles, calculators, flipbooks, and videos</li> </ul>
Website: https://www.keidanfinancial.com/
Office Locations
- Columbus, OH (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $496.3M