2025 Forbes Best-In-State Wealth Management Team

The Arlington Group has been named a Forbes 2025 Best-In-State Wealth Management Team! We are honored and grateful for this recognition and the amazing clients we have the opportunity to serve.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
View more information about our awards and recognition.

Your Financial "Why" Matters

We all have a unique financial journey. That’s why our team understands the importance of helping you discover and map out your financial “why.” Building wealth is about more than accumulating money. It's about defining your dreams and goals and having a financial advisor you can trust along the way to help make those dreams a reality.

At The Arlington Group Investment Consulting, we aim to preserve and grow your wealth while building a customized investment strategy to help you achieve your financial goals and favorable investment returns.
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Our Services

We offer you tailored investment planning and advice to help meet your financial goals and discover your financial why.

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Our Difference

We believe our distinct communication style, highly personalized service, and holistic approach sets us apart.

Our Difference
The Arlington Group team

Our Team

With 100+ years of combined experience and a passion for helping to financially empower women, we believe our team is like no other.

Sometimes the smallest step in the right direction can end up being the biggest step of your life.

We Aim to Be Your Trusted Financial Advisor for New Beginnings

Whatever your new beginning is, we strive to be your optimistic financial partner through the transition. We can help provide guidance on the financial aspects that arise when dealing with the loss of a loved one or a separation or divorce from those you once loved. Our team cares, and we’ve helped many clients through the process.
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Divorce Planning

The Arlington Group Investment Consulting team can help you align your goals and finances together during your divorce case, and after. Our Financial Advisors are trained in reviewing personal versus marital property, the division of property, tax problems and solutions, and all the other financial issues affecting divorce.

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Guidance for Widows

We understand and have deep empathy for those who have recently lost a spouse. The Arlington Group Investment Consulting team will lead you through a simple process to help sort out and organize the financial aspects you need to address.

ARLINGTON GRP BUILDING

Get in Touch

1650 Lake Shore Drive, Suite 120
Columbus, OH 43204
Phone: 614.569.0380
Office Hours: Monday - Thursday 8:30am - 4:30pm | Friday 8:30am - 4:00pm
Weekends and evenings by appointment only.

Contact us to schedule your complimentary consultation.
Our Location

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (OH). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2025 Wells Fargo Clearing Services, LLC. All rights reserved.

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