FC Wealth Solutions is a financial advisory firm based in Westerville, Ohio, offering investment management, financial planning, and risk management services. They employ data-driven analysis, individualized strategies, and proprietary investment strategies to help clients achieve their financial goals while managing risk through tools like the Risk Odometer.
The firm emphasizes client education and uses reputable third-party custodians for asset management.
Data-driven investment analysis
Proprietary Risk Odometer for capital preservation
Tiered fee structure based on asset levels
Services
Investment Management
Data-driven analysis is the foundation for everything we do.
Financial Planning
Individualized strategies ensure that your goals are always a priority.
Financial Risk Management
A Guide to Financial Risk Management & Capital Preservation
Frequently Asked Questions
What is a Registered Investment Advisor (RIA)? +
A Registered Investment Advisor (RIA) is a firm registered with the SEC or state authorities that has a fiduciary duty to act in the best interests of its clients, providing suitable investment advice.
What fees do you charge? +
Our fees are typically tiered based on asset levels and are designed to be fair and reflective of the scope of services provided. Contact us for detailed fee information.
How do I move my money to FC Wealth Solutions? +
Simply contact us, and we will handle the transfer process for you.
Why should I work with a fee-based advisor? +
Paying a set fee ensures conflict-free advice always in your best interest, as opposed to commission-based models.
Where will my money be kept? +
We do not take custody of client assets; instead, we partner with reputable custodians like Fidelity and Interactive Brokers.
What are ‘Advanced Investment Strategies’? +
Advanced Investment Strategies are actively managed, rules-based investment strategies that adjust portfolio holdings between riskier and more defensive securities based on economic cycle indicators.
