Financial Advisors in Columbus Ohio Focused on Your Goals, Not Ours
Fixed-dollar, fee-only financial advising means your financial goals are prioritized first and foremost.
Fixed-dollar, fee-only financial advising means your financial goals are prioritized first and foremost.
No more masking fees in percentage formulas, we talk in straight dollars, fully transparent. We believe in building a personal relationship that makes sense for your financial goals, not our own agenda. Our beliefs include:
Regardless of whether you are young and accumulating wealth rapidly or approaching retirement with a considerable nest egg, you deserve strategic and thoughtful advice without excessive advisory fees. PDS provides comprehensive financial planning and portfolio management for a fixed dollar fee that’s based on our work – not your net worth.
Things have become complex. Balancing work, family, and personal interests is monopolizing your time. It’s important that your advisors truly are putting your interests ahead of their own. We do not work for a big bank or insurance company, we work for you – and you only.
Our approach will give you the peace of mind that you have a partner to help you reach your goals, and a transparent fee structure to know your interests are being prioritized. We are located in Columbus Ohio, but serve customers from all around the country. We would love to have a discussion with you to understand your needs, and allow you to see how we can provide support in attaining your goals.
Understanding all the moving parts of your financial picture will allow us to consider all aspects when making a recommendation. From taxes and investments to insurance and your future generations, comprehensive advice requires comprehensive thinking.
No matter what stage of wealth you are in, financial planning is best defined as building a framework and process by which we can make smart decisions going forward. Identifying this approach for your unique circumstances will allow us to deliver counsel that helps you reach your goals.
No one person can be all things to you. Therefore, we work with your existing professional advisors to make sure everyone is delivering integrated advice that compliments your big picture.
Fee structure is crucial. Does your current advisor charge you more if they manage more investments? Is that really an indicator of work? We don’t think so, and we don’t think it’s in your best interest. That’s why we use a fixed, flat dollar fee rather than a ‘percentage of assets’ method. The compound savings over time will be meaningful to your loved ones. Our fee should reflect the work, not your net worth.
When selecting an advisor, it’s important that you receive objective advice that’s truly in your best interest.
Unlike other advisors who mask their fees with seemingly marginal percentages, or make commission from the sale of products, we operate from a core belief: our primary focus is to enhance your wealth, not ours.
That’s true fiduciary responsibility.
We charge a clear fee for the time and resources it takes the do the planning work required.
We don’t receive compensation for the sale of securities, insurance products, or other investments.
Performance-based compensation creates an incentive for advisors to recommend riskier investments.
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.
We don’t pay referral fees to third-parties, participate in wrap-fee programs, or charge fees for work we don’t perform.
Some firms make money from referral fees. Not at PDS. The only person who pays us is you.
Whether a young woman rising in her career or an executive closing in on the finish line, we can help you live the lifestyle (and leave the legacy) you want in retirement.
How well you start will play a huge role in how you finish. Let’s design the right savings plan, finding a balance between funding your lifestyle vs. your long-term goals.
You’ve accumulated a lot of assets over the years. Let’s unwind the inefficient ones and focus on the ones that can get you to the finish line.
It might not be as simple as social security and a 401(k). Devise a plan that incorporates the complexities of your circumstances.
Do you want objective financial advice to help you build toward your retirement goals? Do you want to feel confident that you have an actual plan, validated by credible financial planners, to help accomplish your specific goals? And do you want to have all that without paying any inflated costs or hidden fees?
We’d be happy to meet you. Leave us a message and you’ll hear back soon.