Nick Daniel Email & Phone Number

Prior to founding Columbus Wealth Management, Nick joined a small firm as the seventh employee. In the seven years he was there, assets under management and employee count nearly tripled. Recognizing his role in the company's growth and success, he was offered an opportunity to become a partner of the firm, but decided to leave and create the firm he always dreamed of owning. Nick has worked with some of the wealthiest business owners, corporate executives, and multi-generational families in Columbus. He has been involved in every aspect of their financial lives, including managing portfolios with alternative investments (Limited Partnerships, LLC's, etc.), analysis and management of executive compensation plans, and developing creative solutions for families exceeding lifetime estate and gift tax limits. He forms close relationships with his clients and becomes a trusted resource for anything and everything financial.​Nick lives downtown in Columbus with his wife Kelli, son Max, and dog Bentley. He loves to travel to new places when he can find the time. Nick always has a new project going on, and when he doesn’t, loves to spend time on a lake, go fishing, or snowboarding with his family.

Listed skills include Financial Planning, Financial Modeling, Investment Management, Microsoft Excel, and 3 others.

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  Miami University

  Finance, General