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Welcome to PDS Planning, Inc.
PDS Planning, Inc. is an independently-owned, Registered Investment Advisory firm in Columbus, Ohio. The company was formed in 1984 to assist clients in reaching their life goals and to educate and help them make intelligent financial decisions.
With more than $400 million in assets under management, PDS is consistently ranked among the top fee-only financial planning firms in Central Ohio.1 Although based in the Midwest, the firm is consistently recognized as one of the top independent fee-only wealth management firms in the U.S.2
As an independently-owned company, we are not affiliated with any broker, bank, accounting firm, law firm, or insurance company. The advice you receive from us is objective and in your best interest. Our unique approach has built solid relationships, a number of which have lasted for multiple generations.
Thank you for visiting our “Virtual Office” web site. Here you will find a wealth of information related to our company, personal financial planning and investment management. Our clients are a select group of individuals and businesses who demand excellence and who have realized they are unable to do it all themselves.
We provide expert guidance and timely solutions. We will ask a lot of questions, and, most importantly, we will listen to your thoughts, concerns, and dreams. We will work with your attorney and accountant to be sure your financial planning is complete and coordinated. The process is extensive, and you can be sure the results are worth the time and effort: a personal plan tailored to your unique situation and geared toward helping you reach your life goals.
We are located just northwest of downtown Columbus in Grandview Heights. Easy access from all areas of Central Ohio is via Interstate 670 and Grandview Avenue.
1"The List: Financial Planners – fee-only,” Columbus Business First, November 14, 2008.
2 "Top Dogs," Wealth Manager magazine, July-August, 2008;
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1621 West First Avenue
Columbus, OH 43212
Tel: 614.481.8449 or 888.942.1400
FAX: 614.486.0546
Email: info@pdsplanning.com
© 2004 PDS Planning, Inc. |
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CFP® and CERTIFIED FINANCIAL PLANNERä are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
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Investment Advisory Services offered through PDS Planning, Inc., a registered investment adviser.
Material discussed is meant for general illustration and/or informational purposes only, and it is not to be construed as tax, legal, or specific investment advice. Although information has been obtained from sources believed to be reliable, the information should be relied upon only when coordinated with individual professional advice.
DISCLAIMER: This web site is for informational purposes only and does not constitute a complete description of our investment and financial planning services. This web site is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are registered, that currently being Ohio, or where an exemption or exclusion from such registration exists. Information throughout this web site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web site should be interpreted to state or imply that past results are an indication of future performance. Neither we, nor our information providers, shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED" WEB SITE.
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