What is CFP®?

What is a Certified Financial Planner (CFP®)?

A CFP® is a Certified Financial Planner who is helping people make sure their money is likely to last until the Client's goals are met.  Certified Financial Planners can apply for their CFP® after achieving at least a bachelor's degree or its equivalent, in any discipline, from an accredited college or university.  S/he must master at least 72 topics on financial planning, and have at least 2 years of experience in financial planning, plus pass a two (2) day exam.  Also, to maintain their certification, license holders are also required to complete 30 hours of continuing education every 2 years.

What is a Fee-Only Financial Planner?

A Fee-Only Financial Planner is a financial advisor who is not receiving any commissions from banks or other financial institutions. Therefore, a fee-only financial advisor typically does not sell insurance or suggest a specific brokerage to their Clients.  

Our Offices

Our expertise is widespread and we have multiple office locations to make it convenient for you to get help. You can find us at:

Main Office (Mailing/Dropping off Documents)

545 Metro Place South, Suite 100
Dublin, Ohio 43017
By appointment: 9am - 5pm, M-F; February 1 - April 30: 8am - 8pm everyday
(614) 761-3247
9am - 9pm EST, everyday

Easton Town Center Office (nearby)

4449 Easton Way, 2nd Floor
Columbus, OH 43219
By appointment: 9am - 5pm, M-F

Worthington Office (near I-270 and High Street/US-23)

100 East Campus View Boulevard, Suite 250
Columbus, OH 43235
By appointment: 9am - 5pm, M-F

Westerville Office (on the opposite side of I-71 from the Polaris Mall)

470 Olde Worthington Road, Suite 200
Westerville, OH 43082
By appointment: 9am - 5pm, M-F
FAQs Frequently Asked Questions
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