Weiser Financial Planning LLC
Weiser Financial Planning is an 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.
- LOCATION INDEPENDENT - Our services are designed to work with you anytime and anyplace
- FIDUCIARY - Our clients are our #1 priority and always come first
- FEE-ONLY - Transparent pricing with No Commissions
- INDEPENDENT RIA - No proprietary products or sales incentives from being associated with any Wall St firm, bank, or insurance company
- PROFESSIONAL EXPERIENCE - Advisor with CFP®, ChFC®, CLU®, CASL®, CDFA® designations
- FINANCIAL PLAN - Receive a written comprehensive financial plan tailored to your specific needs with ongoing monitoring
- INVESTMENT MANAGEMENT - We have partnered with World Class Money Managers with low competitive fees
- GOALS BASED - We focus on your life goals and what's important to you, not just on investment returns
Let's Chat - Schedule a time here: https://weiseradvisor.com/schedule
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.