We Work from A Different Perspective—Yours.
We believe that financial planning should be personal, thoughtful, and pragmatic.
As fee-only financial planners in Columbus, Ohio, we are paid only by you for the work we perform on your behalf. This allows us to act as true fiduciaries to do what is right for you.
While many firms only provide due diligence or push you into products that pay them a commission, we get to know you. We listen to your goals. We research available options and consider the factors that affect you. We provide sound advice, without jargon, to help you achieve your goals. And we stay in touch, because life inevitably affects even the best laid plans.
At PDS, we know that a financial plan evolves with you. Our team is dedicated to working with you each step of the way.
Meet our Financial Planners