Why Choose Us?
- Independent Financial Advisor
- CFP® Professional
- Retirement Planning Specialist
- Certified Public Accountant
- Lower Fee-only Platform
- Access To Institutional Shares
- Active Portfolio Management
- Fiduciary Investment Accounts
- Flexible Hours
- Attention To Detail
- Over 19 Years Of Experience
- Investment Advisor
- Investment Manager
- Financial Planner
- Fee-only Financial Planner
- Retirement Planner
- Quarterly Newsletter
Certified Financial Planner™ Professional in Centerville, OH
Some people are quick to assume that financial planning is only for the wealthy, but at Financial Plan Advisors, we believe that everyone can be coached to achieve a solid financial future. Whether you're looking to better allocate your investments or simply want to get some sound financial advice, a meeting with a Certified Financial Planner™ Professional can help your progress.
The Service You Deserve
When you work with a Certified Financial Planner™ Professional from Financial Plan Advisors, you'll get to partner with a dedicated, knowledgeable professional who will listen carefully to your goals, needs, and concerns. A Certified Financial Planner™ Professional can help you manage your money and plan for those special things, such as:
- Second home
- Business venture
No matter your financial circumstances, we're here to offer you the attention and service you deserve. For more information or to schedule a consultation with our Certified Financial Planner™ Professional, call Financial Plan Advisors today.
In Your Home, In Our Office Contact Us Today!
Meetings to Fit Your Schedule by Appointment
|Monday||9:00 AM to 5:00 PM|
|Tuesday||9:00 AM to 5:00 PM|
|Wednesday||9:00 AM to 5:00 PM|
|Thursday||9:00 AM to 5:00 PM|
|Friday||9:00 AM to 12:00 PM|