NorthAvenue Financial Advocates

NorthAvenue Financial Advocates is a financial planner in Columbus, OH. The firm operates as a women-owned fiduciary providing holistic, tax-focused financial planning services through Fee-Only Certified Financial Planners and advisors. It is now part of Mercer Advisors. The firm serves individuals and families with comprehensive services including investment management, proactive tax planning and preparation, and planning for retirement, estate, insurance, education, cash flow, and unique circumstances. Its office is located at 4400 N High St Suite 201.

The team is led by Kristen Moosmiller, who has worked with hundreds of individuals and families for over 15 years, particularly those approaching or in retirement. She is a CERTIFIED FINANCIAL PLANNER® professional and Enrolled Agent with the IRS. Stephanie holds a Master’s degree in Personal Financial Planning from Kansas State University and passed the CFP® exam in 2020. She works with clients’ adult children and has a background in managing family finances. Jeff joined the firm full-time in 2021, handling behind-the-scenes preparation for client meetings and tax returns, as well as process improvements. Tracy serves as an Administrative Director with years of experience in the financial world as a Sr. Client Services Associate.

Investment decisions at the firm are made at the firm level by a centralized Investment Committee using a rigorous methodology. The planning process begins with reviewing current financial standing and prioritizing goals. This includes taking inventory of assets, accounts, holdings, and liabilities, then creating and implementing a strategy tailored to meet those goals. The firm also reviews estate and insurance documents to build a plan that protects clients, their families, and their assets. Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC, under a separate agreement.

NorthAvenue Financial Advocates provides personalized financial planning and tax-focused guidance for individuals, retirees, high-income earners, and small business owners in Columbus, OH.

The office sits on North High Street, just steps from the intersection with West Henderson Road. It is located near the United States Post Office and within a short walk of Indian Springs Elementary School.

BizScoreAI awarded a perfect 100 out of 100 for its Discoverability score, which ensures AI crawlers can access every page of the website so assistants can recommend the firm. The business also received a 94 out of 100 for its Technical score, confirming the site is secure and readable by search engines. Additionally, the firm ranks number 2 of 18 Financial planner businesses that BizScoreAI has scored in Columbus.

Services:

• Comprehensive Financial Planning
• Estate Planning
• Investment Management
• Proactive Tax Planning and Preparation
• Retirement Planning