- 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
Our Other NAPFA Members
Columbus, OH 43236
Wendy Trout is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Wendy started her career in fee only financial planning in 1994 while completing her Bachelor's of Science in Business Operations. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2002 and joined Summit Financial Strategies in 2004. She is a member of Summit's investment sub committee and administers Summit's expert system for reviewing client portfolios. She specializes in wealth management for non-traditional families, income tax planning, and creating comprehensive plans for families considering retirement.
Wendy is a member of the Financial Planning Association, and Corporate Professional Member of the National Association of Personal Financial Advisors (NAPFA). She has lectured students at The Ohio State University on Alternative Minimum Tax planning and strategies and has spoken at a national conference regarding the implementation and utilization of portfolio management software.
Wendy is a native Northwest Ohioan and has lived in the Columbus area for twenty years. Outside of the office, Wendy is an active volunteer in animal welfare organizations and is a ten year participant, team leader, and fundraiser for the Komen Columbus Race for the Cure. She enjoys reading and participating in her children's school and athletic activities.