Reports To: Partner FLSA Status: Exempt Summary The Client Relationship Manager partners with the planning team(s) to serve client relationships and actively participate in the preparation of the planning process to address retirement, risk management, estate and tax considerations. The primary responsibility of the Client Relationship Manager is to serve as a liaison between our…
The State of the Company The saying that “time passes more quickly with age” may also apply in business. PDS Planning closed our 36th year in business and has hit the ground running into year 37. Before we get too far into the new year, we would like to take time to celebrate our accomplishments…
PDS Planning Recognized as One of Ohio’s Most Generous Companies PDS Planning is proud to once again be named to the Columbus Business First Corporate Citizenship Top 100 list. This annual ranking recognizes the generosity of the Central Ohio business community who gives the most cash contributions to local nonprofit organizations. This recognition is a…
Originally published April 2, 2021 Columbus Business First Recognizes PDS Planning Columbus Business First, in its annual rankings of Fee-Only Financial Planners, once again recognizes PDS Planning. Business First ranks firms by size, based on assets under management. PDS ranked #9 in central Ohio with over $941 million dollars under management. Though PDS is…
PDS Planning, a fee-only financial planning firm in Columbus, Ohio is pleased to announce it has been named 46th fastest growing registered investment advisory firm in the United States. This ranking comes in the recent edition of Financial Advisor Magazine’s 2021 Top 50 Fastest Growing RIAs. “Being recognized by Financial Advisor Magazine as one…
Beyond Your Finances, PDS News
2021 Announcement Our past year left most of us with too much stay at home time and too little time with our family and friends. However, under the circumstances those are what helped to keep us safe and healthy, for the most part. With 2020 in the rearview mirror, we are excited to welcome 2021…
We are thrilled to announce a new addition to the PDS Planning Team! Kyle Euton has joined as a Portfolio Manager. In this role, Kyle works with Kurt and Drew as part of the Investment team to provide ongoing research, portfolio management, and client service. Kyle comes to us with over 10 years of financial…
Beyond Your Finances, PDS News
Imposter Syndrome – Debunked Being a trusted advisor to our clients, I must admit from time to time I suffer from Imposter Syndrome, summarized as a condition that leads one to fear their success is a result of luck, in turn deceiving others into thinking they are more intelligent than they perceive themselves to be.…
Jamie Menges on SiriusXM Radio “Your Money” hosted by Wharton economist Kent Smetters Tuesday, July 14, 2020 at 5pm SiriusXM Radio – Business Radio – Channel 132 Jamie Menges was a guest on “Your Money” hosted by Wharton economist Kent Smetters which originally aired on Business Radio, SiriusXM Channel 132 on July 14th, 2020. A…
Reopening Announcement We trust our PDS client families are in good health and taking time to enjoy the outdoors after the Spring pandemic limited those activities. It may have been the events of the pandemic or just overlooked in the past, but the colors of the new season appear much brighter. Enjoy! Last month we…
It’s official – PDS Planning, Inc. has relocated to Dublin, Ohio We are excited to announce we have finally landed in our new office at 475 Metro Pl S, Suite 460 in Dublin, Ohio. We are looking forward to having you experience our new space, however with the current COVID-19 conditions we will not be able…
PDS Planning’s Jamie Menges, CFP®, CPA, provides expert advice on how to use your CARES Act stimulus money, as featured on this evening’s NBC4 news broadcast and in an accompanying article. Click to play video: Click to read article: Link https://www.nbc4i.com/news/best-practices-for-how-to-use-your-stimulus-money/ Please remember that past performance may not be indicative of future results. Different types…
In recognizing that managing finances is simply the fuel to help you pursue your passions and spend time with the ones you love, we regularly share “What’s Happening at PDS” to let you know what our staff has been up to, both personally and professionally. While all of us at PDS Planning continue to follow Ohio’s “Stay…
New Additions and Destinations The New Year has brought several exciting announcements we would like to share! First, we are thrilled to announce we will be moving to our new Dublin location at the end of April, as long as the construction of our new space goes as planned. Our new office is in the…
The Transfer of Wealth: Paying good money for biased financial advice Originally published in Columbus CEO magazine on December 1, 2019 From products to fee structures, you should be skeptical. Trust, but verify. An ideological concept that became internationally known during the Cold War. If only more clients embraced this concept when it comes to…
