Financial Solutions LLC (Financial Solutions) is an independent Ohio-registered investment advisory firm providing personal financial planning solutions on a fee-only basis.

Our Fee-Only Compensation and Fiduciary Role
Financial Solutions is compensated for advice, guidance and education based an hourly rate or a fixed retainer basis. The company’s compensation is derived one hundred percent from payments for services rendered to clients. The company does not receive commissions or sell financial products of any kind. The company does not manage assets, nor does it charge a percentage based upon the value of its clients’ assets or net worth.

This purely fee-only approach enables Financial Solutions LLC to act in a true fiduciary capacity, providing straight-forward, unbiased advice and putting the interest of its clients first at all times.

An Independent Practice with Valued Affiliations
Financial Solutions is entirely independent.  The practice is not affiliated with any banks, insurance companies, brokers or other financial institutions.

Financial Solutions is, however, affiliated with the nation’s two largest fee-only financial planning networks who provide support and act as our brain-trust when needed. They are NAPFA (the National Association of Professional Financial Advisors), and the Garret Planning Network, an international network of fee-only planners specializing in hourly, as-needed advice for clients of all income levels.

Our Open-Door Approach to Planning
Financial Solutions requires no income or net worth minimums of its clients. The company’s unique hourly approach to engagements makes financial planning, guidance, and education accessible to individuals and families of all income levels.  The firm's clients include young families, corporate employees, business owners, professionals, and many others.

Straight-Forward Solutions

Financial Solutions uses a common-sense approach to develop understandable, no-nonsense solutions specifically tailored to each client’s short and long-term financial planning objectives. We believe that financial planning does not have to be rocket science to be effective; and that, in fact, simpler is often better.

Financial Solutions is located in Dublin, Ohio, a suburb of Columbus.