PDS Planning is proud to announce we are once again ranked as one of the Top 10 Central Ohio Fee-Only Financial Advisory firms as put out by Columbus Business First.

Ranked by assets under management, we placed #10 this year, and though we applaud their efforts to recognize firms who provide advice for a fee, we feel it does not tell the entire story.  Our industry almost always ranks firms by the amount of client assets they manage, and unfortunately, that is how almost all advisors charge their clients.

At PDS, we’re trying to change the way advisors see clients.  Rather than charge them for each additional dollar they save, or be compensated (more) because markets tend to rise over long periods of time, we believe our value is provided by giving sound advice and charging clients for the work we do, not the amount of money they opt to invest.  Our job is to enhance our client’s wealth, not our own.  As a trusted advisor, when we say we are a fiduciary, we mean it.  It’s your life, let’s plan for it – together!

Please Note: LimitationsNeither rankings and/or recognition by unaffiliated rating services, publications, 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. No ranking or recognition should be construed as a current or past endorsement of PDS by any of its clients.  ANY QUESTIONS: PDS’ Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.