Financial Advice That Strives to Help Enhance Your Wealth.

Do you want objective advice about the financial decisions you face? Do you want to feel confident that you have an actual plan, validated by credible financial planners, to accomplish your lifestyle goals? And do you want to have all that without paying any inflated costs or hidden fees?

You’re in the right place.

Why We’re Different

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

When We Say Fiduciary, We Mean It.

Not all fiduciaries are created equal. Today, many firms tout “fee-only” in their marketing. But when you take a closer look, you find hidden fees and compensation models that may expose you to unnecessary risk or remove real dollars from your portfolio.

At PDS, we believe in giving you truly objective advice—without excess.

Transparent Flat Fixed Fee Structure

We charge a clear fee for the time and resources it takes to do the planning work required.

Dollars, Not Percentages

We believe it’s unfair to pay more simply because you’re worth more. That’s what a percentage-based fee does. Our fixed-dollar fees reflect our work, not your net worth.

No Commissions

We don’t receive compensation for the sale of securities, insurance products, or other investments.

No Performance-Based Fees

Performance-based compensation creates an incentive for advisors to recommend riskier investments.

No Hidden Costs

We don’t pay referral fees to third-parties, participate in wrap-fee programs, or charge fees for work we don’t perform.

We Only Work For You

Some firms make money from referral fees. Not at PDS. The only person who pays us is you.

This is about your financial journey and the unique circumstances that help us tailor our services to meet your short and long-term goals.


We Factor Your Circumstances To Build The Right Plan For You.

We work with people from all walks of life—including single women, dual-income households, established executives, business owners, the retiring, and retirees.

At PDS, we understand there are real dollars, yours, and real emotions tied to the decisions ahead of you. From stock options to investment opportunities to tuition planning for your children, it’s likely you have several questions regarding the decisions you face to achieve your goals.

Let us work with you to build a financial plan that accomplishes your goals.

Not sure what you need? View Our Services

You Have A Vision. We Plan For It, Together.

At PDS, we believe financial advice is more than numbers and spreadsheets—it’s about providing wisdom to help you navigate the choices ahead as we build the life and legacy you want, together. Ready to take the next step?

Let’s have a conversation

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