Warren Ward (CFP®)

Warren Ward focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Executive Financial Counseling - A highly competent trusted advisor and a comprehensive strategy to manage personal financial lives will enable corporate executives to be more focused on business success. • Assistance in maximizing benefit packages • Navigating complex tax and investment issues • Coordination of overall financial affairs • Integrated asset management and explaining impact of complex benefit options in achieving individual financial objectives. Asset Allocation and Investment Management • Determine optimal portfolio design which integrates clients required return to meet goals with comfort level of market fluctuations. • Determination of individual goals • Analysis of existing and future resources • Identify tolerance for fluctuations in values • Educate clients about alternatives for reaching goals

Additional Information

Warren is principal of Warren Ward Associates. He began his career in finance in 1991, working for a regional brokerage firm. He later began working as a Financial Planner for a bank in Columbus, IN, before opening his private practice in 1999. By opening his own practice, Warren was able to move to the same side of the table as his clients, free to make recommendations without any corporate influences that may or may not be in the client’s best interest. In addition to being a NAPFA Registered Advisor, he is a member of the Indiana Society of Accountants and the Columbus Economic Development Board. He is also a local expert on college financial aid issues. Warren has also been quoted in local and national publications. Warren is dedicated to community involvement and has been involved with the Rotary, Columbus Area Arts Council, Big Brothers/Big Sisters, Su CASA, First Presbyterian Church, Volunteers in Medicine and the Book Buddy Program.

NAPFA Start Date

October 01, 2008

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This Office

427 Washington St Columbus, IN 47201 Phone: (812) 379-1120 Fax: (812) 375-9231