Highview Advisor Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 16 reviews
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Trusted financial advisors serving Worthington and the greater Central Ohio community.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Thoughtful Planning. Confident Financial Decisions

At Highview Advisor Group, financial planning starts with understanding your life, not just your numbers. We take a disciplined, thoughtful approach to wealth management for individuals and families, helping guide decisions around retirement, investments, and long-term goals. Our team believes clarity builds confidence and confidence can help support better financial outcomes. When your strategy reflects your values and priorities, decisions feel more intentional and grounded.