Business Details
22 Years
experience
Comprehensive Financial Planning & Investment Management Services
Weiser Financial Planning was founded in 2004 by Ryan J. Weiser, a credentialed financial advisor with over two decades of industry experience. Our firm operates as an independent, fee-only registered investment adviser and fiduciary, prioritizing client interests above all else. We specialize in comprehensive financial planning and investment management, serving clients in Columbus & Central Ohio, as well as nationwide through virtual meetings. Our mission is to help clients connect their financial resources with their core values and life goals. With professional designations including CFP, ChFC, CLU, CASL, and CDFA, we deliver tailored strategies grounded in expertise and ethical standards.Our fiduciary commitment ensures transparent pricing, no product sales, and freedom from conflicts of interest associated with Wall Street firms. We serve high-earning professionals and retirees transitioning into distribution phases, focusing on long-term financial well-being rather than short-term investment returns. Our 7-step planning process combines institutional-quality investment management with personalized service, leveraging technology while maintaining human-centered guidance. We operate under a noble purpose: to help clients live their life values and maximize their full potential through wise financial decisions.
Services
Comprehensive Financial Planning
Investment Management
Fiduciary Services
Fee-Only Planning
Retirement Planning
Details
- Year established: 2004
Highlights and features
- We operate as a fiduciary, legally obligated to prioritize client interests
- Fee-only compensation model ensures transparent pricing with no commissions
- Independent RIA with no proprietary products or Wall Street ties
- Advisor holds CFP, ChFC, CLU, CASL, and CDFA professional designations
- Focus on connecting financial resources with clients' life values and goals
Associations and certifications
- CFP Board
- The American College (CLU, ChFC, CASL)
- Institute for Divorce Financial Analysts (CDFA)
Services
Investment Management
Our fee-only investment management services provide institutional-quality portfolio management through strategic partnerships with world-class money managers. We utilize technology-enhanced solutions while maintaining personalized service and attention to individual client needs. Our competitive fee structure ranges from 0.65% to 0.95% of assets under management, with a focus on long-term wealth preservation and growth aligned with client goals.
Financial Planning
Comprehensive financial planning creates a roadmap for clients' financial futures through our proprietary 7-step process. We develop customized strategies addressing retirement, tax optimization, risk management, and legacy planning. Our minimum annual fee of $6,000 reflects the depth of analysis and ongoing monitoring required to help clients achieve their life goals through purpose-driven financial decision-making.
People
Ryan J. Weiser
President & Chief Compliance Officer
Certified Financial Planner with 20+ years experience, holding CFP, ChFC, CLU, CASL, and CDFA designations. Founded Weiser Financial Planning in 2004 after Fortune 500 corporate career. Specializes in connecting financial resources with life values through fiduciary advisory services.
Questions
What services does Weiser Financial Planning offer?
We provide comprehensive financial planning and investment management services, including retirement planning, wealth management, and goals-based financial strategies tailored to high-earners and retirees.
Are you a fiduciary financial advisor?
Yes, we operate as a fiduciary and Registered Investment Adviser (RIA), legally obligated to prioritize client interests above all else in all financial recommendations.
How are your fees structured?
We use a fee-only compensation model with transparent pricing: investment management fees range from 0.65% to 0.95% of assets under management, and financial planning starts at $6,000 annually.
Do you work with clients outside Ohio?
Yes, we serve clients nationwide through virtual meetings while maintaining our Lewis Center, Ohio headquarters for local Columbus area clients.
What professional credentials do you hold?
Our advisor holds multiple designations including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Divorce Financial Analyst (CDFA).
What types of clients do you work with?
We specialize in serving HENRYs (High-Earners Not Rich Yet) and RANDIs (Retiring And Needing Distribution Income) through personalized financial strategies addressing both accumulation and distribution phases of wealth management.
Reviews (4)
Susan Rosales
Sep 28, 2021
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Positive:Professionalism,Responsiveness
Ryan is wonderful to work with. He goes above and beyond to help. He is very knowledgeable and responsive, I highly recommend him.
Ryan is wonderful to work with. He goes above and beyond to help. He is very knowledgeable and responsive, I highly recommend him.
Mark Engell
May 14, 2021
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With my wife & I rapidly closing in on retirement, I was looking for a fiduciary financial advisor to help us make the most prudent decisions on some upcoming pension & home options. I interviewed several advisors late last year before choosing Ryan Weiser. His fees are among the lowest & covers all aspects of your finances, including taxes & life insurance. Ive been very pleased with his advice & have learned a great deal from him. Im confident with Ryan overseeing our investments & with his future retirement advice, we will enter the next phase of our lives in a good position.
Tom Carpenter
Dec 23, 2020
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Ryan Weiser has done an outstanding job at helping us better manage our family finances. He took an in-depth look at all aspects, leaving no stone unturned to assure we were doing the right things and planning appropriately, even delving into our insurance coverages and online safety. His keen attention to detail even uncovered an income tax oversight that saved us thousands of dollars! Ryans background, skills, and professionalism are beyond reproach. We would highly recommend him to anyone needing and financial planning.
John Griesmaier
Sep 26, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
We just finished a retirement planning project with Ryan. He was very accessible, provided good information and completed our project in a short period of time. I recommend him for anyone looking for retirement planning advice!
We just finished a retirement planning project with Ryan. He was very accessible, provided good information and completed our project in a short period of time. I recommend him for anyone looking for retirement planning advice!
