Connect with Top-Rated Financial Planners in Lewis Center!

Bigby Financial Planning, LLC is an independent comprehensive wealth management and investment advisory practice serving the discreet needs of successful, goal-oriented individuals, families, and small businesses. Our mission is to provide the highest standards of professionalism, trust, integrity, and objectivity to each client and their respective trusted allied partners. We help build, manage, preserve, and transition wealth for anyone. Our services include Retirement Income Planning, Risk Management, Tax Planning and Cash Flow Management, Estate Planning and Transfer Planning, Charitable and Philanthropic Strategies, and Investment Management.

Weiser Financial Planning LLC is an Independent, Fee-Only, Registered Investment Adviser and Fiduciary in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management Services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings. We help people connect their money with the things that are most important to them. We do this by helping you make wise financial decisions so you can live your life values and maximize your full life potential. Our services are designed to work with you anytime and anyplace, and we focus on your life goals and what's important to you, not just on investment returns. We have partnered with World Class Money Managers with low competitive fees to provide you with a comprehensive financial plan tailored to your specific needs with ongoing monitoring. We ensure that our clients are our #1 priority and we always place your best interests first and foremost.