We serve the needs of successfull, goal-oriented individuals, families and business owners. Our aim is to provide the highest standards of professionalism, trust, integrity, and objectivity to each of our clients and their respective trusted allied partners. Our goal is to deliver simplicity to complex matters and to provide comfort in the fact that you have a dedicated partner in helping you achieve your life's ambitions.
We are a fee only firm and will commit to work with you to manage your wealth in a prudent manner consistent with your goals, objectives and family values.
We are a fee only firm and will commit to work with you to manage your wealth in a prudent manner consistent with your goals, objectives and family values.
Services
We believe that a holistic approach to understanding each client's unique set of financial challenges is critical to providing comprehensive and fully integrated financial planning and investment advice. Our intent is to enhance your family's ability to utilize its financial resources in the manner that best matches your goals, objectives and values.
Bigby Financial Planning, LLC is an independent, client-centered wealth management firm located in Central, Ohio. Our services help simplify complex matters and instills comfort in the fact that you have a partner dedicated to helping you achieve your life's ambitions. As a fee-only firm, our revenue is earned only from our independent advice and not through the sale of any investments.
Pierre is the founder of Bigby Financial Planning, LLC and has been providing investment advisory and wealth management services to clients and small businesses since 1996. Prior to his leadership of Bigby Financial Planning, LLC he was Vice President of Wealth Planning for Fifth Third Private Bank of Columbus (2005-2009) where he lead the efforts to serve the high net worth market and Private Banking clients.
Bigby Financial Planning, LLC, is an independent comprehensive wealth management and investment advisory practice serving the discreet needs of successful, goal-oriented individuals, families, and small businesses. Our mission is to provide the highest standards of professionalism, trust, integrity, and objectivity to each client and their respective trusted allied partners.
At the core, our process is simple but effective. We'll take you through a comprehensive set of discussions to better understand your views on such topics as: family dynamics, business concerns, current and anticipated financial issues, risk tolerance, insurance needs, tax concerns, retirement concerns, and financial goals, objectives, and values.
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