Business Details
Your Trusted Partner for Financial Planning Solutions
Bigby Financial Planning has been dedicated to providing comprehensive wealth management and investment advisory services since its founding. Our fee-only structure ensures that our advice remains unbiased and fully aligned with our clients' best interests. We specialize in simplifying complex financial matters for successful individuals, families, and business owners, offering personalized strategies tailored to each client's unique goals and values. With a client-centered approach, we maintain a strict client-to-advisor ratio to ensure personalized attention and long-term relationship building. Our team brings decades of combined experience in financial planning, including leadership roles at institutions like Fifth Third Private Bank and Vawter Financial, Ltd.We are committed to transparency, ethical standards, and continuous monitoring of strategies to adapt to changing client needs. Our holistic methodology integrates retirement income planning, risk management, tax optimization, estate planning, and charitable giving strategies. As active community members, we combine professional expertise with a deep understanding of local financial landscapes. Our mission is to empower clients to achieve financial freedom through objective, evidence-based guidance. Backed by certifications like Certified Financial Planner (CFP) and affiliations with professional organizations, we maintain rigorous standards of expertise and accountability.
Services
Retirement Income Planning
Risk Management
Tax Planning
Estate Planning
Investment Management
Charitable Strategies
College Funding
Stock Option Management
Highlights and features
- We operate as a fee-only firm with no product sales conflicts
- Our client-to-advisor ratio ensures personalized attention
- Team brings decades of experience from major financial institutions
- Holistic approach integrates all aspects of financial planning
- Certified professionals maintain rigorous industry standards
Associations and certifications
- Registered Investment Advisor
- Certified Financial Planner (CFP)
Services
Retirement Income Planning
We develop customized retirement strategies considering income sources, tax implications, asset projections, and lifestyle goals. Our approach integrates risk management and estate considerations to ensure sustainable income throughout retirement. Clients receive comprehensive analysis of Social Security optimization, pension options, and withdrawal strategies aligned with their unique financial circumstances.
Estate Planning
Our estate planning services focus on efficient wealth transfer while minimizing tax liabilities. We coordinate with legal professionals to create wills, trusts, and advanced directives that reflect clients' wishes. The process includes analyzing current estate structure, identifying potential tax exposures, and implementing strategies for intergenerational wealth preservation.
Investment Management
We design investment portfolios aligned with clients' risk tolerance, financial goals, and values. Our approach combines modern portfolio theory with ongoing market analysis to optimize asset allocation. Services include performance monitoring, tax-efficient rebalancing, and regular strategy reviews to adapt to changing market conditions and client needs.
Tax Planning
Our tax planning services focus on minimizing current and future tax liabilities through strategic analysis of income, deductions, and credits. We implement tax-efficient investment strategies and coordinate with accountants to optimize overall tax positioning. The approach includes retirement account tax treatment and estate tax considerations.
Risk Management
We assess clients' insurance needs to protect against financial risks from unexpected events. Our analysis covers life, disability, and long-term care insurance solutions tailored to individual circumstances. The process includes evaluating existing coverage, identifying gaps, and recommending appropriate protection strategies to safeguard financial plans.
People
Pierre Bigby
President
Certified Financial Planner with 25+ years of experience in wealth management. Former Vice President at Fifth Third Private Bank and Senior Advisor at Vawter Financial. Faculty member for CFP education at Ohio State University. Recognized in Wall Street Journal and Forbes.com for financial expertise.
Becky Teaford
Office Manager
Manages daily operations and client services with meticulous attention to detail. Coordinates administrative functions and client communications to maintain the firm's high service standards. Brings extensive experience in financial services operations and client relationship management.
Questions
What makes Bigby Financial Planning different from other advisors?
Our fee-only structure eliminates product sales conflicts, and our client-to-advisor ratio ensures personalized attention. We combine decades of institutional experience with local market knowledge to deliver comprehensive, objective financial guidance.
What services do you offer for retirement planning?
We provide complete retirement income planning including Social Security optimization, pension analysis, withdrawal strategies, and tax-efficient portfolio management. Our approach considers healthcare costs, long-term care needs, and estate planning considerations.
How do you handle investment management?
We create customized portfolios based on your risk tolerance and goals using modern portfolio theory. We implement tax-efficient strategies, monitor performance regularly, and rebalance as needed while maintaining open communication about portfolio changes.
Do you work with clients outside Central Ohio?
While based in Lewis Center, Ohio, we serve clients nationwide through virtual meetings and digital communication tools. Our local market expertise complements our ability to provide remote financial planning services.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP) and professionals with extensive experience in wealth management. We maintain ongoing education to stay current with industry standards and regulatory requirements.
