Kristen  Moosmiller

Kristen Moosmiller

| CFP®

Partnership Financial LLC

614.328.9319

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Fee Only Financial Planner Located in Columbus, OH and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

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4400 N High St
Suite 201
Columbus, OH 43214

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Kristen Moosmiller is a Columbus, OH Fee-Only Financial Planner serving Columbus and all surrounding areas. Partnership Financial LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Kristen Moosmiller is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Kristen Moosmiller joined Partnership Financial in 2014, and became managing partner in 2017. She began her financial planning career immediately after graduating from Xavier University with a degree in Finance and Marketing in 2008. In 2011 she earned her Certified Financial Planner® credential. Prior to Partnership Financial, Kristen spent six years at PDS Planning as a senior financial planner. 

Kristen strongly believes that a comprehensive, tax focused, fee-only approach is the best way to help her clients. This has led to her active involvement in the Financial Planning Association (FPA), NAPFA (the national organization of fee-only advisors), and the Alliance of Comprehensive Planners. She is a two term past President of FPA of Central Ohio, and a past Pro Bono Director.  While serving as Pro Bono Director the chapter was recognized by Financial Planning magazine for their work providing financial education to women at New Directions Career Center in Columbus, Ohio.  Kristen served on the spring 2015 NAPFA National Conference Committee, and has also served as a panelist at several NAPFA conferences. In recognition of her contributions to the financial planning industry, Kristen was named by InvestmentNews as a 2016 40 under 40 honoree, chosen from more than 800 nominations.

Kristen and her husband Jeff reside in Westerville where she is an active member of the Rotary Club of Westerville Sunrise and currently serves as a board member and incoming Secretary of the club. She also chairs the Service to Youth Committee for the club.  The committee recognizes Westerville City School employees monthly who have a tremendous impact on the development of children within the school district.  Kristen is an avid traveler and has visited over 30 countries. While at home, Kristen and Jeff enjoy their cats, Mac and Bella. They do try to get out of the house as often as possible to hike, bike and kayak.

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Partnership Financial LLC is different.

Fee-only
We do not accept commissions or any outside compensation. Our clients pay us directly so we can focus exclusively on finding the best solutions for their needs. Being fee only means we can give clients objective advice, not a sales pitch.

Holistic
Your financial life is bigger than Wall Street so at Partnership Financial we look beyond stocks and bonds because your financial needs are so much greater.

We offer guidance in:

  • Tax preparation
  • Tax planning
  • Risk Analysis
  • Insurance
  • Real Estate
  • Cash Flow Analysis
  • Goal Assessment
  • Estate planning
  • Investment advising
  • Portfolio monitoring

We aim to be your ‘go-to guys’ anytime money matters affect your life. Furthermore, since we offer such a wide range of services, we can coordinate all financial aspects of your life so they work together to help you achieve your dreams.

Personal
Together we craft a plan to meet your unique needs and goals. After all, a financial plan is worthless unless it is a personal plan. That is why we take the time to get to know you and your needs. And it is also why we take the time to educate you so you can better understand what is happening with your money.

Partnership Financial currently works with clients across the country.

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