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