At Vawter Financial, everything we do is to improve the lives of those we serve.
Managing your finances is complex and time-consuming. We’ll be with you every step of the way; acting as your advocate as we build your personal plan and work through life’s changes.
Our business is not about us: it is about you. We get to know your needs and desires and work with you to build a plan to realize them. A key tenet of our business strategy is a low ratio of clients to professional staff to make sure that you have the attention you deserve.
Our investment philosophy for long-term wealth creation is built on strategic asset allocation and diversified portfolios. We encourage long-term investing and discourage attempts at market timing. Our process begins with a clear understanding of your long-term needs, investing history, time horizon, risk tolerance, and investment preferences to create your personal Investment Policy Statement. You will receive specific investment recommendations, incorporating no-load mutual funds, stocks, bonds, exchange-traded funds (ETFs), and other carefully selected specialty investments.
Vawter Financial is a Columbus, OH Fee-Only financial planning firm serving Columbus and all surrounding areas. Our flat fee arrangement is one thing that sets us apart from other planners. We specialize in small business owners, corporate employees, and medical professionals who are serious about retirement.
We would love to discuss your future and help you get there. Please visit our website at www.VawterFinancial.com to learn more about our services and our professional qualifications.