Robert Roy Reed

Robert Roy Reed

| CFP®, PhD

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
  • Planning for Business Owners
  • Middle Income Client Needs
  • Tax Planning and Preparation
  • Women\'s Financial Issues
  • Creative Professionals
  • Artist Financial Issues

Website

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4400 North High Street
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.

Robert Reed 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, protect and manage their assets through life's transitions. Robert Reed is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Rob started Reed Financial Planning LLC in 2000 and merged his firm with Partnership Financial LLC in 2013. Like Jo Anne, he is a founding member of the Alliance of Comprehensive Planners. He is also a member of NAPFA (the national organization of fee-only financial planners) and the National Association of Tax Professionals.

Rob is a Fulbright scholar with a Ph.D. in cultural anthropology. He taught at the Ohio State University for many years. His interest in financial planning developed during this period as he wrestled with his own family’s finances, plus OSU’s retirement system and Ohio’s state pension plan.

Rob is the author of Your Art Is Your Business: a guide for the working artist and is a regular columnist for Professional Artist magazine. He lives in Clintonville with his wife, the author Lisa Klein. Rob and Lisa have two sons.

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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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