Weiser Financial Planning LLC is an Independent, Fee-Only, Registered Investment Adviser 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 connect people's 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.

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ABOUT

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

 
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LET'S TALK

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

Types of Clients We Serve

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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.

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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.

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 DANA

DANA's are Divorcing And Needing Advice.  These are individuals and couples needing the expertise of a CERTIFIED DIVORCE FINANCIAL ANALYST® practitioner to help with the financial complexity of divorce.  Pre-Divorce, During Divorce, and Post-Divorce services offered.

 
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Location Independent

Our services are designed to work with you anytime and anyplace

 
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Fiduciary

Our clients are our #1 priority and always come first

 
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Fee-Only

Transparent pricing with 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

 
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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