Investment Management

Investment Management in Columbus, Ohio, and Surrounding Areas

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Effective investment management doesn’t have to be complicated. Get in touch with us. First, we work with you to gain an understanding of your personal goals, time frame, and risk tolerance. From there, we’ll do our best to help you manage risk, optimize tax efficiency, and work toward reasonable returns over time.

At Grimes Financial Group, serving areas such as Westerville, Ohio, we believe financial success stems from clarity and informed decision-making. That’s why we take a hands-on, educational approach—so you’re not just investing, but investing with purpose. With personalized options and clear guidance, we help align your investments with your long-term goals and keep you on track toward a more confident financial future.

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What Sets Our Investment Management Apart

At GFG, we take a tailored approach to investment management that goes beyond generic portfolios. We craft your plan around your individual retirement needs and financial objectives—whether you're preparing to retire, already retired, or simply prefer a conservative investment style.

Rather than taking a one-size-fits-all approach, we focus on building portfolios that reflect your timeline, minimize volatility, and balance risk with opportunity. Our mission is to build a Retirement Blueprint™ as unique as you are—always grounded in your goals and built for long-term success. If you live somewhere such as Reynoldsburg, Ohio, reach out to us today.

How We Approach Investment Management

We'll work with you to design a Retirement Blueprint™ worthy of the years you spent working hard to save, and then put that plan into action. You deserve to enjoy the retirement you’ve worked so hard to achieve, confident and worry-free.

Concerned about bad returns, losing money, or that you never hear from your advisor? Not with GFG. Our fees are transparent. Get your full Retirement Blueprint.™ Schedule a meeting with us today.
Start Your Retirement Blueprint™
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By using this website, you accept our Terms of Use and Privacy Policy. Information within this website may have been provided by third parties, including images displayed, and, while we believe this information to be accurate, we have not independently verified such information. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives, advisory fees, and expenses. Our investment advisory services are designed to assist clients in achieving discrete financial goals, but do not include tax or legal advice. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing on this website constitutes an offer, solicitation of an offer, or advice to buy or sell securities.

Advisory services are offered as Grimes Financial Group, which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser.  Insurance products and services are offered through DPG Senior Signature Solutions / DBA Grimes Financial Partners which is independent of GWM. 

The content on this webpage is intended solely for informational purposes and is subject to the regulatory requirements applicable to GWM. Other pages on this website may contain content that is not subject to the same regulatory standards and should not be construed as part of GWM’s regulatory communications or offerings.