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 of the 50 Fastest Growing RIA firms in the country is a testament to the high level of fiduciary care our team provides to our clients,” notes Jamie Menges, CFP®, CPA, Principal.
For over 35 years, client success has been the top priority of PDS. “We accomplish this by delivering comprehensive advice that puts our client’s interests ahead of our own.” Menges goes on to say, “This is exemplified by our flat, fixed dollar fees based on the work we do rather than the industry norm of charging clients based upon the amount of money they invest.”
The PDS team believes that the number of clients who refer their friends and family is a strong indicator that their clients recognize the value they provide. “We look forward to the rewarding work of helping our clients continue to reach their personal and financial goals.”
PDS was also named to the 2020 Columbus Business First Corporate Citizenship Top 100 list. This recognition is a true testament of the spirit of philanthropy that permeates the company and each of its employees.
Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PDS is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, PDS did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of PDS by any of its clients.