We believe wholeheartedly that trust is not given, it's earned. That's why when we engage in conversations with our clients, we understand that their trust is something we must continuously work to earn over time. Our fee-based firm was built as a way to bring independent, sound financial management to Columbus, Ohio's affluent communities.
Our advisors
Kelly Grafton —
Adam is by far the best financial advisor we have ever worked with and we have been investing in the market for decades.
Intelliplan Financial streamlines and simplifies the complex and twisted financial marketplace of retirement. Intelliplan has a simple, tested methodology for financial success and wealth preservation. Whether you are age 30 or age 59, we can ensure your financial goals are met. Intelliplan will set you on the path to financial success, in business
Delton Pritchard —
Positive: Professionalism, Responsiveness
Always provides pertinent financial advice based on my needs. Always responsive
You have dreams - we help you create a clear pathway to realizing those dreams. CMP Financial Planning is a Columbus, Ohio based fee-only firm that specializes in financial planning, investment management and retirement planning to help clients build, manage, grow and protect their assets through life's transitions.
We work with you, as a small business
My College Money Report gives you answers to 3 critical things every family needs to know before entering the college funding maze. When your child is nearing the end of high school, you might be feeling overwhelmed by a looming question: How are we going to pay for their college education? At Capstone, we help families put a plan in place, increase
Retirement income strategies utilizing our proprietary T.E.R.M (Tax Efficient Retirement Modeling) software. We devote most of our time and resources to a limited number of organizations so that we can make a more substantial impact. We support many other charities on a more limited basis either monetarily or by volunteering our time.
To assist people
We offer expert guidance to help you make important decisions for you and your family. Organize, grow, and protect your assets through life's transitions. Work with a reliable partner that will help you evaluate all aspects of your finances and receive objective, comprehensive advice customized to your personal goals.
We provide fee-only financial
Related categories
Wealth management in Columbus, OH
Financial services in Columbus, OH
Financial advisors in Columbus, OH
Asset management in Columbus, OH