guidance for every aspect of your complex financial life.

What We Do

We offer highly personalized family office services.

A dedicated team for your family.

From daily cash management to generational wealth transfer, Windsor offers experienced guidance for every aspect of your complex financial life.

A holistic strategy that’s tailored to your family’s unique needs.

We specialize in helping families better understand what they have and what it is for, so their wealth can be better defined, managed, and applied in ways that are more fulfilling.

Immediate access to comprehensive expertise.

We are always available to advise on any aspect of life that affects our clients’ wealth – for the moments you have anticipated or encounter unexpectedly.

How we do it

Unmatched expertise with unwavering dedication.

Our highly collaborative team of advisors and trusted network of resources apply decades of relevant experience to guide your family through a personalized plan.


Why we do it

We genuinely care about our clients and their legacies.

Windsor is a fee-only, independent advisor that is driven by values, not incentives. We are solely owned by four local partners in Columbus who actively lead our business. We invest only in our client’s best interests and we will not trade our integrity for anything.

Let’s start the conversation.

Together we can begin achieving greater clarity and confidence in your financial picture.