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 list. This annual honor celebrates businesses whose philanthropic efforts have made a measurable difference through direct financial contributions to nonprofit organizations in the region.
This recognition is more than a number, but a reflection of the deeply held values that shape how PDS Planning operates both internally and externally. As Shareholder and Wealth Manager Jamie Menges, CFP®, CPA, puts it,
“What makes this recognition meaningful is that it reflects who we are, not just what we do. Our clients inspire us every day with their generosity, and we’re proud to pay that forward.”
PDS Cares: Empowering Employees to Give Back
To amplify its philanthropic commitment, PDS Planning launched PDS CARES in 2015 in partnership with the Columbus Foundation. Each team member is given a dedicated pool of money to make discretionary gifts to causes they care about, while the firm also directs funds toward strategic community initiatives.
The initiative embodies the firm’s culture of generosity, participation, and community stewardship. Through December 2024, the company pledged over $172,000 in contributions while giving more than $105,000 to 125+ local charities through PDS Cares.
PDS Planning’s approach to financial planning is rooted in personal connection, transparency, and trust. That same philosophy guides its community involvement. Giving back isn’t a box to check; it’s a continuation of the care the team extends to each and every client.
“Being recognized by Columbus Business First as one of Central Ohio’s Most Generous Companies is a testament to our employees and their desire to give back,” says Menges. “We look forward to continuing this good work in the years to come.”
A New Approach
The firm’s ongoing contributions mirror the values of the clients they serve, people who prioritize legacy, stewardship, and meaningful impact. Through initiatives like PDS CARES and long-standing community partnerships, PDS Planning is proud to help amplify those values beyond building wealth.
Learn more about how PDS Planning supports the causes that matter. Explore PDS CARES and Meet the team behind our mission.
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