Ryan J. Weiser| CFP®, ChFC®, CLU®, CDFA®
Weiser Financial Planning LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Divorce Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Estate Planning
Lewis Center, OH 43035
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Ryan J. Weiser is a Columbus, OH fee-only financial planner serving clients locally and across the country through remote meetings. Weiser Financial Planning specializes in comprehensive financial planning and divorce financial planning to help clients plan, grow and protect their assets through all stages of life. As a fiduciary, Ryan J. Weiser has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.
Hi I'm Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it's important to help people connect their money with the things that are most important to them.
I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience I have had the opportunity to help thousands of clients and positively impact their lives.
One of my driving motivations in building a new financial planning business was to separate from the Wall Street firms, banks, and insurance companies where I am not handcuffed by proprietary products, sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of my clients. As an independent RIA we are completely free to focus on our clients and what's in your best interest.
I have lived in Lewis Center, OH since 2004 with my lovely wife Erica and our two wonderful children Ethan (9) and Reagan (6). We are very active in the local community and we can usually be found at the activity of the day whether its dance, girl scouts, taekwondo, or travel baseball and soccer. When not shuffling the kids around town I coach youth soccer and enjoy mountain biking and golfing on the weekends. We are active members of St. Andrew's Anglican Church in Lewis Center and I serve on the finance committee.
I am originally from upstate New York where we often make quick road-trips back to visit with family and friends. I am a graduate of the State University of New York at Brockport and earned a Bachelor of Science in Mathematics. I have continued my education and passion for financial services by continually growing to be a better advisor and find new ways to improve my clients' lives. In doing so I have earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®) designations through The American College. I am a CERTIFIED FINANCIAL PLANNER™ professional through the CFP® Board and a Certified Divorce Financial Analyst (CDFA®) practitioner that is awarded through the Institute for Divorce Financial Analysts.
Weiser Financial Planning LLC is an an Independent, Fee-Only, Registered Investment Advisor 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 connect people's 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.