Dublin-based financial planning firm debuts at No. 66 on CNBC’s annual national ranking DUBLIN, Ohio, Oct. 16, 2026 — PDS Planning has been named to the 2026 CNBC Financial Advisor 100 list, debuting at No. 66 on the annual ranking of financial advisory firms across the country. CNBC’s Financial Advisor 100 combines data analysis and…
Beyond Your Finances, PDS News
Forty years. It was humbling to celebrate such a milestone anniversary for PDS in 2025. It is a testament to Bob Hamilton, his brother Jim, and Bob Cochran. They worked for years in service to their clients, with incredible humility, and created a reputation which our current team has been able to use to help…
PDS Planning Honored as One of Central Ohio’s Most Generous Companies Columbus Business First again names PDS to its prestigious Corporate Citizenship Top 100 list. PDS Planning is proud to once again be recognized by Columbus Business First as one of Central Ohio’s Most Generous Companies, earning a spot on the 2025 Corporate Citizenship Top 100…
Our People, PDS Experience, PDS News
Inside the values that shape the PDS Planning team At PDS Planning, we take pride in doing things a little differently. That includes how we grow our team. While experience, knowledge, and credentials matter, we believe who you are is just as important as what you know. Our firm has always been about people. We…
To commemorate 40 years of thoughtful planning and enduring relationships, PDS Planning is launching a charitable giving initiative that reflects the values we—and our clients—hold dear: community, compassion, and connection. We’re proud to spotlight three remarkable organizations that make a difference in the lives of others, each selected by our team for their impact and…
We are pleased to share that our digital marketing partner, MJ2 Marketing was awarded an AVA Digital Award for the Design and Development of the new PDS Planning website, launched in October 2024. Administered by the Association of Marketing and Communication Professionals (AMCP), the AVA Digital Awards is an international competition honoring exceptional work…
Investment Planning, PDS Experience, PDS News
Fees matter, especially when presented as 1% of your investment portfolio. Why the current advisor model is outdated. As seen in ColumbusCEO January 2025 American philosopher and poet Ralph Waldo Emerson once said, “Money often costs too much.” If you work with and pay an advisor whose advice is primarily focused on investments, you may…
Our People, PDS Experience, PDS News
2024 will be a memorable and pivotal year when the book is written on PDS. It really is hard to believe it’s over. What made it so memorable? The incredible achievements and the wonderful people who helped make it possible. 2024 can be summarized in three words: Growth, Technology, and Reach. Growth There are lot…
Posted: 9/13/2024 PDS Planning Among Financial Advisor Magazine’s 2024 50 Fastest Growing RIAs PDS Planning, a fee-only financial planning firm in Columbus, Ohio is pleased to announce it has been named 49th fastest-growing registered investment advisory firm in the United States, one of only four Ohio firms named. This ranking comes from the recent edition…
Our People, PDS Experience, PDS News
Posted: 8/26/2024 As we start to transition into fall, we’re reflecting on our unforgettable summer adventures and many memories made. Our travels took us far and wide including San Diego, Cape Cod, Colorado, the Carolinas, Florida and Michigan. Along the way, our team indulged in lots of cake and ice cream, golf, breweries, and of…
Our People, PDS Experience, PDS News
We had the pleasure of spending another fun evening cheering on the Columbus Clippers with our clients and partners. It was a beautiful summer evening as the Clippers took the field as Los Veleros de Columbus as part of MiLB’s Copa de la Diversion program. They faced off against the Memphis Redbirds. Although we didn’t…
Posted: 06/17/2024 PDS Planning has been named among the Best Financial Advisory Firms in 2024 by USA Today. Out of the top 500 Registered Investment Advisory firms (“RIA Firms”), PDS Planning is ranked 285th, making it the second-highest-ranked firm in Central Ohio, and the 12th highest in Ohio. The ranking, conducted by Statista, was based…
Our People, PDS Experience, PDS News
How is it possible we are already embarking on our journey for 2024? We all recognize as we age time appears to speed up. Of course, this is simply the relative relationship between one year and our total years. If you are five years old, one year represents 20% of your life. If you’re 50,…
Our People, PDS Experience, PDS News
At PDS Planning, we believe in regular engagement with our clients. And on July 27 we got to spend the evening rooting for our very own Columbus Clippers with over 170 of you! The sun was scorching but the Clippers were looking hot! Debuting new uniforms, the Clippers transformed into Los Veleros de Columbus as…
Annual Letter to Stakeholders Welcome to 2023! With each passing year, it seems time speeds up just a little more. Sometimes we need to slow down and appreciate all the wonderful blessings in our lives. Thus, as is customary this time of year, we are taking a moment to reflect on the happenings at PDS…
