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.

 
 
 
 

ABOUT

Find out more about our firm, mission, financial planning & investment management services

 
 

LET’S TALK

Ready to take the next step?  Schedule an introductory call or meeting to learn more about how we can serve you.

 
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Location Independent

Our services are designed to work with you anytime and anyplace

 
Fiduciary

Fiduciary

Our clients are our #1 priority and we always place your best interests first and foremost

 
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Fee-Only

Transparent pricing with No Product Sales & No Commissions

 
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Independent RIA

No proprietary products or sales incentives from being associated with any Wall St firm, bank, or insurance company

 
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Professional Experience

Credentialed Advisor with CFP®, ChFC®, CLU®, CASL®, CDFA® designations

 
Financial Plan

Financial Plan

Written comprehensive financial plan tailored to your specific needs with ongoing monitoring

 
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Investment Management

We have partnered with World Class Money Managers with low competitive fees

 
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Goals Based

We focus on your life goals and what's important to you, not just on investment returns

 

HENRY

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.

RANDI

RANDI's are Retiring And Needing Distribution Income.  These are people in the retirement red-zone +/- 5 years of retirement transitioning from the accumulation to distribution phase of life.