Shawn Ballinger (CFP®)

Shawn Ballinger focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

Charitable Giving

College/Education Planning

Estate & Generational Planning Issues

Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Retirement Income Planning
Social Security Optimization
Tax Planning
Investment Management
Risk Management
College Planning
Employer Benefits Planning
Equity Compensation
Estate Planning
Small Business Planning
Socially Responsible Investing
Charitable Giving
Wealth Transfer

Additional Information

I founded Columbus Street Financial Planning, LLC, in Dublin, OH, in 2019. For the last twenty years, I have worked in a fiduciary, fee-only capacity with high-net-worth clients. I founded Columbus Street on the idea that investment and comprehensive wealth management should not cost 1% (or more) of a client's portfolio value. Why should the advisor's fee increase simply because the market went up? It shouldn't.

My wife, Susan, and I reside in Grove City, Ohio, with our two children, Brady and Carter. Our leisure time is spent traveling to our nation's beautiful National Parks. I am also a ten-year veteran of the Ohio Army National Guard and serve at-risk children in our community through my participation in the Kiwanis Club of Columbus.