Pds Planning

Information may not be reliable

With more than $400 million in assets under management, PDS is consistently ranked among the top fee-only financial planning firms in Central Ohio.1 Although based in the Midwest, the firm is consistently recognized as one of the top independent fee-only wealth management firms in the U.S.2
As an independently-owned company, we are not affiliated with any broker, bank, accounting firm, law firm, or insurance company. The advice you receive from us is objective and in your best interest. Our unique approach has built solid relationships, a number of which have lasted for multiple generations.

Thank you for visiting our “Virtual Office” web site. Here you will find a wealth of information related to our company, personal financial planning and investment management. Our clients are a select group of individuals and businesses who demand excellence and who have realized they are unable to do it all themselves.

We provide expert guidance and timely solutions. We will ask a lot of questions, and, most importantly, we will listen to your thoughts, concerns, and dreams. We will work with your attorney and accountant to be sure your financial planning is complete and coordinated. The process is extensive, and you can be sure the results are worth the time and effort: a personal plan tailored to your unique situation and geared toward helping you reach your life goals.

We are located just northwest of downtown Columbus in Grandview Heights. Easy access from all areas of Central Ohio is via Interstate 670 and Grandview Avenue.
1"The List: Financial Planners – fee-only,” Columbus Business First, November 14, 2008.
2 "Top Dogs," Wealth Manager magazine, July-August, 2008;

https://pdsplanning.webex.com/pdsplanning/ldr.php?AT=pb&SP=MC&rID=13499627&rKey=9e8864cb83b3c23e

CFP® and CERTIFIED FINANCIAL PLANNERä are certification marks owned by the Certified Financial Planner Board of Standards, Inc.

Material discussed is meant for general illustration and/or informational purposes only, and it is not to be construed as tax, legal, or specific investment advice. Although information has been obtained from sources believed to be reliable, the information should be relied upon only when coordinated with individual professional advice.