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 Us
Find out more about our firm, mission, financial planning & investment management services
Services
We offer a range of services that have been carefully tailored to suit the needs of busy professionals and families.
CLIENTS WE SERVE
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.
CLIENT BENEFITS
LOCATION INDEPENDENT
Our services are designed to work with you anytime and anyplace
FIDUCIARY
Our clients are our #1 priority and we always place your best interest first and foremost
FEE ONLY
Transparent pricing with No Product Sales & No Commissions
INDEPENDENT RIA
No proprietary products or sales incentives from being associated with any Wall St firm, bank, or insurance company
PROFESSIONAL EXPERIENCE
Credentialed Advisor with CFP®, ChFC®, CLU®, CASL®, CDFA® designations
FINANCIAL PLAN
Written comprehensive financial plan tailored to your specific needs with ongoing monitoring
INVESTMENT MANAGEMENT
We work with world class money managers and provide low cost investment solutions
goals based
We focus on your life goals and what’s most important to you, not just on investment returns
