Back to Search Favorites List

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.

NAPFA Start Date

October 11, 2012

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.

Submit

This Office

1872 Timber Haven Court Grove City, OH 43123 Phone: (614) 732-3119
View

Other Offices

565 Metro Place South, Ste 300 Dublin, OH 43017 Phone: (614) 732-3119
View
Visit Website