Do you want objective advice about the financial decisions you face? Do you want to feel confident that you have an actual plan, validated by credible financial planners, to accomplish your lifestyle goals? And do you want to have all that without paying any inflated costs or hidden fees? As fee-only financial planners in Columbus, Ohio, we are paid only by you for the work we perform on your behalf.
This allows us to act as true fiduciaries to do what is right for you. While many firms only provide due diligence or push you into products that pay them a commission, we get to know you. We listen to your goals. We research available options and consider the factors that affect you. We provide sound advice, without jargon, to help you achieve your goals.
This allows us to act as true fiduciaries to do what is right for you. While many firms only provide due diligence or push you into products that pay them a commission, we get to know you. We listen to your goals. We research available options and consider the factors that affect you. We provide sound advice, without jargon, to help you achieve your goals.
Services
Based on over 30 years of experience in Central Ohio, we've found there are three key financial phases of life. While everyone's situation is unique, we identify your stage of wealth to ensure the right mix of services based on your comprehensive needs. Then we work with you to develop, implement, and monitor the right plan for your tomorrow.
Since 1985 we've had one goal-to eliminate the stress often associated with planning your financial future. That means we provide analysis in language you understand, clear recommendations on what you should do, and straightforward answers to your questions. We know our work is more than business-it's personal.
Unlike other financial planners who may create complexity to validate high fees, we believe our role is to enhance your wealth-not ours. Our approach revolves around your goals and how we can help you accomplish your vision for the future. So we get to know you through casual yet informative conversations, uncomplicated meetings, and personal care that goes beyond the dollars and cents of your finances.
Fixed-dollar, fee-only financial advising means your financial goals are prioritized first and foremost. No more masking fees in percentage formulas, we talk in straight dollars, fully transparent. We believe in building a personal relationship that makes sense for your financial goals, not our own agenda.
As a person with considerable wealth, your needs are complex and require thoughtful solutions. Creating straightforward & easy-to-understand solutions, or do they create confusion through jargon meant to justify high fees?. Whether you're accumulating wealth rapidly or considering the legacy you can create with your hard-earned wealth, you deserve thoughtful and strategic counsel without excessive advisory fees.
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