John E. Sestina and Company

John E. Sestina and Company is a fee-only financial planning firm based in Columbus. It is paid by its clients rather than through commissions or product sales, and it works with individuals, families and business owners across the country, from recent college graduates to households with more complex finances.

Its full-service planning program covers retirement planning, tax strategies, cash flow, debt management, estate planning and insurance analysis, and the plan is updated as a client's life changes. Portfolio management, with investments matched to each client's goals, time horizon and risk tolerance and rebalanced over time, is included in that program or offered on its own. The firm was founded in 1965, follows its own Managing to Be Wealthy planning process and also hosts a podcast.