Weiser Financial Planning LLC is an Independent, Fee-Only, Registered Investment Adviser and Fiduciary in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management Services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings.
We help people connect their money with the things that are most important to them. We do this by helping you make wise financial decisions so you can live your life values and maximize your full life potential. HENRY's are High-Earners Not Rich Yet. These are busy professionals, business owner's, and dual household income earners seeking the services of a CERTIFIED FINANCIAL PLANNER professional to help manage their financial lives.
We help people connect their money with the things that are most important to them. We do this by helping you make wise financial decisions so you can live your life values and maximize your full life potential. HENRY's are High-Earners Not Rich Yet. These are busy professionals, business owner's, and dual household income earners seeking the services of a CERTIFIED FINANCIAL PLANNER professional to help manage their financial lives.
Services
Hi I'm Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions.
Weiser Financial Planning offers a range of services that have been carefully tailored to suit the needs of busy professionals and families. Our goal is to reduce the stress and confusion out of your financial life, so you can focus on enjoying more of the things that you love to do.
Investment Management services are provided on a fee-only basis which means that we are paid directly by our clients and not compensated by any commissions nor product sales.We provide institutional quality investment management to our clients by leveraging technology combined with the personal service and attention you deserve.
Investment Management services are provided on a fee-only basis which means that we are paid directly by our clients and not compensated by any commissions nor product sales.We provide institutional quality investment management to our clients by leveraging technology combined with the personal service and attention you deserve.
College education is very expensive these days - and prices for tuition and living expenses are only getting higher.
We will help you create a comprehensive college financial plan that focuses on how to save for college with tax-advantage opportunities like 529 education savings plans, but also by focusing on designing a budget that utilizes savings and loans, as well as various cost-reduction strategies to reduce your out-of-pocket college costs - all without compromising your retirement savings goals.Before you begin, we'll need some detailed information.
We will help you create a comprehensive college financial plan that focuses on how to save for college with tax-advantage opportunities like 529 education savings plans, but also by focusing on designing a budget that utilizes savings and loans, as well as various cost-reduction strategies to reduce your out-of-pocket college costs - all without compromising your retirement savings goals.Before you begin, we'll need some detailed information.
At Weiser Financial Planning we specialize in providing financial guidance to help you navigate through the financial challenges Before, During, and After Divorce. As a CERTIFIED FINANCIAL PLANNER and Certified Divorce Financial Analyst, we have the experience and expertise to professionally help you with the financial aspects of your divorce.
Although many professionals may call themselves "financial planners, " they are not all "certified". Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CERTIFIED FINANCIAL PLANNER professional. CFP professionals must acquire several years of experience, complete extensive training, and pass the comprehensive CFP Certification Exam while being held to strict ethical standards.
Reviews (7)
Susan Rosales
Sep 28, 2021
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Mark Engell
May 14, 2021
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With my wife & I rapidly closing in on retirement, I was looking for a fiduciary financial advisor to help us make the most prudent decisions on some upcoming pension & home options. I interviewed several advisors late last year before choosing Ryan Weiser. His fees are among the lowest & covers all aspects of your finances, including taxes & life insurance. I’ve been very pleased with his advice & have learned a great deal from him. I’m confident with Ryan overseeing our investments & with his future retirement advice, we will enter the next phase of our lives in a good position.
Tom Carpenter
Dec 23, 2020
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Ryan Weiser has done an outstanding job at helping us better manage our family finances. He took an in-depth look at all aspects, leaving no stone unturned to assure we were doing the right things and planning appropriately, even delving into our insurance coverages and online safety. His keen attention to detail even uncovered an income tax oversight that saved us thousands of dollars! Ryan’s background, skills, and professionalism are beyond reproach. We would highly recommend him to anyone needing and financial planning.
John Griesmaier
Sep 26, 2020
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Joyce Wendel
Sep 07, 2020
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We were looking for a financial planner to look over and advise us on our financial situation as we were in/approaching our retirement. We were looking for someone local who worked on a fee-only basis. We found Weiser Financial Planning online and it sounded like what we were looking for. Ryan met us at our home for our initial free meeting (prior to Covid) and spent time getting to know us and know what we were looking for in a financial planner. We decided to go with a fixed fee engagement where Ryan would look at our current situation and make recommendations. Ryan reviewed our finances and
Evan Derr
Aug 12, 2020
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We have been working with Weiser Financial for several years now. They have done a terrific job helping us navigate all things financial for our family. From helping us put together an initial financial gameplan to investing and insurance elections - they have helped us get in the right place for the long term!
Deborah Hunziker
Jun 30, 2020
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As my husband and I approach retirement age, we realized we needed some help managing our investments and planning for our future and eventually for the legacy we want to leave for our sons. We wanted to develop a relationship with our money manager and shied away from big investment companies. I searched around but was having no luck when the rep for one of the investment firms I contacted recommended Ryan. I wish we had found Ryan 20 years ago!!! He has given us the personal attention we were looking for, meeting with us regularly and educating us rather than simply advising us. In the 3 months
