Clarity for the life you're building.
We help you feel confident about life's biggest financial decisions. Independent, fee-only advice for individuals, families, and the businesses that employ them.
Provided by actual humans. Yes, we still exist.
Which one sounds like you?
Private Wealth
For individuals, couples, and families. Start with the two money questions on your mind. We answer those first and handle the rest of your plan in the background.
Explore Private WealthWorkplace Retirement
We help businesses build better 401(k) and cash balance plans, cover their fiduciary duties, and give their people a real shot at retirement readiness.
Explore Workplace RetirementEvery plan starts with two questions
These are three of the Clarity Cards we start with. Which ones are on your mind?
When did you last see the whole picture in one place?
Your tax return, your insurance, your investments, your goals. Most people have never had one person look at all of it together. If that's you, that's exactly where we start.
When your financial foundation is solid, it shows up everywhere else. In how you show up as a spouse, a parent, a decision-maker. Everyone has a story. Ours is making sure the financial side of yours is never the part that holds you back.
The things people ask first.
What does fee-only mean?+
We’re paid only by you, never through commissions or product sales. That keeps the advice about you and your goals.
Are you a fiduciary?+
Yes, at all times. As an independent registered investment adviser, we’re legally bound to act in your best interest.
Do I have to fill out a long form to talk to you?+
No. Pick the scheduler that fits (for you and your family, or for your company’s 401(k)) and book a short call. If you’d rather we come to you, just send your name and email.
Do you work with both individuals and businesses?+
Both. Private Wealth serves individuals, couples, and families. Workplace Retirement serves employers and plan sponsors. One firm, one standard of care.
Where are you located?+
We’re a fee-only, fiduciary financial planning firm based in Columbus, Ohio. We work with individuals and families across Columbus and nearby communities (including Dublin, Worthington, Bexley, Upper Arlington, and Westerville) and virtually with clients nationwide.
Let's start with a conversation.
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