Weiser Financial Planning

Financial Advisor
Lewis Center Ohio 43035

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"Money without purpose is like eating cereal without milk, it might taste ok - it's just not as satisfying."

Contact Information

  • Financial Services
  • Weiser Financial Planning
  • Year Established
  • 2017
  • Online Social Profiles
  • Phone Number
  • (614) 450-2929
  • Location
  • Lewis Center, OH 43035
    United States

Company Details

  • Hours of Operation
  • 8:00 am - 8:00 pm Eastern
  • Credentials
  • CFP®, ChFC®, CLU®, CASL®, CDFA®

More About Weiser Financial Planning

Weiser Financial Planning LLC is 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.

We are a fiduciary and serve various clients including:

1. Dual-income households, business owners, and busy professionals seeking the services of a CERTIFIED FINANCIAL PLANNER
™ to help manage their busy lives.

2. Client's in the Retirement Red Zone +/- 5 years of retirement transitioning from the accumulation to distribution phase of life.

3. Divorce Clients - Before, During, & After divorce financial planning services provided by a CERTIFIED DIVORCE FINANCIAL ANALYST


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Lewis Center Ohio 43035