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. 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.
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. 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.
Services
About
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Hi I'm Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions.
Financial Planning & Investments
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Weiser Financial Planning offers a range of services that have been carefully tailored to suit the needs of busy professionals and families. Our goal is to reduce the stress and confusion out of your financial life, so you can focus on enjoying more of the things that you love to do.
Investment Management services are provided on a fee-only basis which means that we are paid directly by our clients and not compensated by any commissions nor product sales.We provide institutional quality investment management to our clients by leveraging technology combined with the personal service and attention you deserve.
Investment Management services are provided on a fee-only basis which means that we are paid directly by our clients and not compensated by any commissions nor product sales.We provide institutional quality investment management to our clients by leveraging technology combined with the personal service and attention you deserve.
College Planning
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College education is very expensive these days - and prices for tuition and living expenses are only getting higher.
We will help you create a comprehensive college financial plan that focuses on how to save for college with tax-advantage opportunities like 529 education savings plans, but also by focusing on designing a budget that utilizes savings and loans, as well as various cost-reduction strategies to reduce your out-of-pocket college costs - all without compromising your retirement savings goals.Before you begin, we'll need some detailed information.
We will help you create a comprehensive college financial plan that focuses on how to save for college with tax-advantage opportunities like 529 education savings plans, but also by focusing on designing a budget that utilizes savings and loans, as well as various cost-reduction strategies to reduce your out-of-pocket college costs - all without compromising your retirement savings goals.Before you begin, we'll need some detailed information.
Divorce Financial Planning
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At Weiser Financial Planning we specialize in providing financial guidance to help you navigate through the financial challenges Before, During, and After Divorce. As a CERTIFIED FINANCIAL PLANNER and Certified Divorce Financial Analyst, we have the experience and expertise to professionally help you with the financial aspects of your divorce.
Faq
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Although many professionals may call themselves "financial planners, " they are not all "certified". Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CERTIFIED FINANCIAL PLANNER professional. CFP professionals must acquire several years of experience, complete extensive training, and pass the comprehensive CFP Certification Exam while being held to strict ethical standards.
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