Graver Capital Management

From an office on Old Henderson Road in Columbus, Graver Capital Management manages investments and builds financial plans for individuals and families, as well as corporate executives and business owners. The firm puts weight on teaching clients how and why their money is invested.

The work centers on an individual cash flow plan that maps money coming into and going out of a client's portfolio against short-term and long-term goals, and clients who have not yet set goals get help setting them. Clients can choose one service or several: investment planning, retirement and income planning, education savings, estate planning, personal savings and a review of insurance needs. The firm was founded in 2021.