Brian Tegtmeyer


Truly Prosper Financial Planning LLC

Founder and Financial Planner

Brian Tegtmeyer


Truly Prosper Financial Planning LLC

Founder and Financial Planner

A successful and fulfilling retirement requires planning and preparation in all areas of life. That's why we use a life-centered approach to retirement planning. - Brian Tegtmeyer, CFP®

Financial Life Planning for Individuals Over 50. For a flat fee, we provide retirement planning + investment management + tax planning. We have offices in Dayton, OH, and Dublin, OH, serving clients locally and across the country.

Truly Prosper Financial Planning LLC offers retirement planning + investment management + tax planning for a flat annual fee.

Brian Tegtmeyer is an Ohio fee-only financial planner with over a decade of financial planning experience. He has a passion for helping people make a smart transition to retirement. As a fee-only financial planner, Brian provides comprehensive and objective financial life planning to help clients over 50 organize, grow and protect their assets as they transition to retirement. As a fee-only, fiduciary, and independent financial advisor, Brian Tegtmeyer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Hi, I’m Brian Tegtmeyer, a CFP® professional in Columbus, OH. I started Truly Prosper Financial Planning LLC with a mission to help people make more intentional choices about their retirement.

Why? Because in my 10+ years of working as a financial planner, I realized that most people think of "retirement planning" only in terms of the financial factors that will provide economic security. However, a successful and fulfilling retirement experience requires planning and preparation in all areas of life. Money can act as a tool for achieving goals in the areas of life, but financial security alone cannot bring about happiness, good health, meaningful relationships, meaningful activities, life satisfaction, or a sense of purpose.

That's why I use a financial life planning approach to retirement planning, which will help you:

  • Identify and clarify your true values and priorities.
  • Guide you in creating a vision for your ideal retirement.
  • Build a True Wealth retirement plan that supports your vision.

The following qualifications and memberships help me provide excellent retirement planning services.

Qualifications and Memberships:

  • 10+ years of financial planning experience
  • Member of the following organizations:
    • National Association of Personal Financial Advisors (NAPFA)
  • XY Planning Network
  • Financial Planning Association
    • Kingdom Advisors
    • Money Quotient
    • The Advisor Growth Community (AGC™)

In addition to these organizations, I also participate in several Mastermind Study groups with other financial planners passionate about lifelong learning, growth, and accountability. These organizations and groups challenge me to keep growing and help me deliver excellent retirement planning advice.

When I’m not building retirement plans, I enjoy spending time with my wife and 3 kids, reading a good book, or going on adventure walks. I’m also an active member of my local church and serve as a trustee.

Let’s discuss how I can help you plan your retirement.

Brian Tegtmeyer is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Truly Prosper Financial Planning LLC specializes in retirement planning for Individuals over 50. 

What makes Truly Prosper Financial Planning Unique?

  • Life Centered Planning - we use a True Wealth planning process that focuses on your life and not just your money.
  • Retirement Focused - many firms try to be all things to all people. We specifically work with individuals nearing retirement or recently retired.
  • Flat Fee - we charge a flat annual fee for financial planning + investment management + tax planning.
  • Tax Planning - we look for opportunities to reduce your taxes in retirement.
  • Social Security Expert - we will help you decide the best time to start social security benefits based on your unique situation.
  • Virtual Services - we are based in Columbus, OH but can work with clients virtually throughout the US.

Schedule a Get-to-know-you Call Today.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Flat Annual Fee
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Brian Tegtmeyer

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Office Locations:

  • 6605 Longshore Street
    Suite 240
    Dublin, OH 43017
  • 4031 Colonel Glenn Highway
    Suite 450
    Dayton, OH 45431

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