Business Details
31 Years
experience
Trusted Financial Advisers in Columbus, OH
Windsor Advisory Group is a fee-only, independent financial advisory firm dedicated to providing personalized family office services for over 25 years. Our team of experienced professionals specializes in creating tailored financial strategies that address the complete wealth lifecycle - from daily cash management to intergenerational wealth transfer. We differentiate ourselves through a holistic approach that combines investment management, tax planning, estate structuring, and risk assessment with a deep commitment to client education and transparency.Founded by four Columbus-based partners, our firm maintains strict independence to ensure all recommendations align solely with client interests. The collaborative team leverages decades of industry experience and a robust network of specialists to deliver comprehensive solutions that adapt to evolving client needs across multiple generations.
Services
Asset Management
Tax Planning
Estate Structuring
Risk Assessment
Philanthropy Guidance
Financial Education
Investment Strategy
Accounting Services
Wealth Preservation
Insurance Review
Details
- Year established: 1995
Highlights and features
- Specialize in family office services with $2.7B AUM expertise
- Independent, fee-only advisors with no product incentives
- Multi-generational planning with 23 experienced professionals
- Customized strategies for complex financial situations
- Comprehensive service integrating 8 financial disciplines
Services
Asset Management
We develop customized investment strategies aligned with client goals through comprehensive asset management. Our approach combines market expertise with personalized risk assessment to create diversified portfolios. The team actively monitors and adjusts investments to optimize returns while maintaining client-specific parameters for long-term wealth growth.
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic financial structuring. We analyze complete financial profiles to identify tax-efficient solutions for income, investments, and estate transfers. The practice integrates with broader wealth management strategies to preserve client assets across generations.
Estate Structuring
We design comprehensive estate plans to ensure wealth transfer aligns with client intentions. The service includes entity structure analysis, beneficiary planning, and coordination with legal professionals. Our approach balances legal compliance with family-specific requirements for multigenerational wealth management.
Risk Assessment
We evaluate financial risks through comprehensive insurance and liability analysis. Our team reviews coverage adequacy, identifies protection gaps, and recommends tailored insurance solutions. The service ensures clients maintain appropriate safeguards against potential wealth erosion from unforeseen events.
Philanthropy Guidance
We help clients implement strategic philanthropy that aligns with personal values and financial goals. The service covers charitable structure recommendations, tax-efficient giving strategies, and grantmaking frameworks. Our approach maximizes community impact while maintaining financial integrity within broader wealth management plans.
People
Harry (Trey) Dye, III
Partner
Certified Public Accountant with 25+ years in financial advisory, specializing in personalized wealth management and complex investment structures. Co-founded Windsor in 1995, bringing deep expertise in client-centered financial solutions while maintaining strict independence.
Jonathon Eesley
Partner
Seasoned financial executive with 40+ years' experience advising business leaders on complex financial matters. Former KPMG Managing Partner with expertise in strategic wealth planning for entrepreneurs and business owners across multiple industries.
John Mozola
Partner
Accomplished financial strategist focusing on multi-generational wealth planning. Former Bernstein Global Wealth Management executive with expertise in developing customized solutions for high-net-worth families through comprehensive financial analysis.
Clayton Hall
Partner
Experienced financial advisor with background at major institutions including J.P. Morgan and Goldman Sachs. Specializes in creating objective-driven investment strategies and complex financial structuring for affluent families and business owners.
Carter Gerlach
Managing Director
Certified Financial Planner with expertise in comprehensive family financial strategies. Former J.P. Morgan and Columbus Foundation professional bringing experience in philanthropic advisory and personalized wealth management solutions for high-net-worth clients.
Questions
What services does Windsor Advisory Group offer?
We provide comprehensive family office services including investment management, tax planning, estate structuring, risk assessment, and philanthropy guidance tailored to high-net-worth individuals and families.
Are you a fee-only financial advisor?
Yes, we operate as a fee-only advisor with no product commissions or incentives, ensuring our recommendations strictly align with client interests.
How does your financial planning process work?
We begin with complete financial assessment, develop customized strategies across eight disciplines, and implement solutions through ongoing collaborative management tailored to evolving client circumstances.
Do you work with out-of-state clients?
While based in Columbus, we serve clients nationwide through our virtual advisory platform while maintaining in-person capabilities for local families.
How can I start working with Windsor?
Contact us via phone or email to schedule an initial consultation where we'll discuss your financial situation and determine if our services match your needs.
