Kristen Moosmiller
CFP®, EA
NorthAvenue Financial Advocates
Founder & Senior Advisor
Kristen Moosmiller
CFP®, EA
NorthAvenue Financial Advocates
Founder & Senior Advisor
As a fee-only financial planner, that charges a flat fee for holistic financial planning services, my focus is to offer completely unbiased financial advice to help you achieve your life goals. - Kristen Moosmiller, CFP®, EA
NorthAvenue is a multi-advisor, woman-owned, fee-only financial planning company located in Columbus, OH, serving clients locally and across the country. For a flat fee they provide a holistic one-stop-shop, focusing on investments, tax planning, & preparation.
Kristen Moosmiller is a Columbus, OH fee-only financial planner. NorthAvenue LLC is a multi-advisor, woman-owned, fee-only financial planning company located in Columbus, OH, serving clients locally and across the country. For a flat fee they provide a one-stop-shop with comprehensive financial advice, focusing on investments, tax planning, & preparation. Kristen Moosmiller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
For more than a decade, Kristen Moosmiller has worked closely with hundreds of individuals and families—particularly those approaching or in retirement—providing comprehensive, tailor-made financial plans with a focus on investments and taxes.
As a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent with the IRS, she is uniquely qualified to maximize tax savings for retirees. She also works with high-income individuals and small business owners, helping them strategize their tax savings in preparation for retirement.
Her greatest joy is encouraging and supporting clients to achieve their personal dreams.
As founder and managing partner of NorthAvenue Financial Advocates, Kristen has developed a team that specializes in working with the next generation of clients. Multiple generations within families call NorthAvenue their financial planning ally.
Currently, Kristen is soon to begin a three-year term as a national board member of NAPFA (National Association of Personal Financial Advisors – the largest fee-only advisor organization). She is also a member of FPA of Central Ohio (Financial Planning Association), NAWBO Columbus (National Association of Women Business Owners), and ACP (Alliance of Comprehensive Planners). She twice served as president of her regional FPA chapter, is a founder of a nationally recognized Generation–Y advisor peer group, and served on the NAPFA national committee for CFP® Practice Standards that worked to shape nationwide fiduciary standards for CFP®s. In 2016, Kristen was selected from more than 800 entrants to receive the prestigious “Top 40 Advisors under 40” award from InvestmentNews.
Kristen graduated cum laude from Xavier University in Cincinnati, where she majored in finance and marketing.
Beyond her career, Kristen is focused on making meaningful change in her community. Amongst her recent charitable efforts, Kristen has served on a local rotary club’s foundation and club boards, and led the local Service to Youth Committee in Westerville City Schools. She was recognized in Financial Planning magazine for her volunteer efforts and coordination at New Directions Career Center as past pro bono director of FPA of Central Ohio.
Kristen, her husband Jeff, and their cats Bella and Mac live in Westerville, OH. They share time together enjoying the outdoors, and with more than 30 countries visited they are avid travelers.
Kristen Moosmiller 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.
NorthAvenue LLC stands out from other fee-only advisors.
We believe that being a fiduciary should be the standard, not the pinnacle for financial advisors. See how we go beyond the typical expectations of an independent advisor.
Our Flat-Fee pricing is simple and transparent. Comprehensive financial planning services with ongoing access to your advisor throughout the year, all for one flat fee. And, because we are compensated exclusively by our clients, never earning commissions of any kind for product sales or referrals, you can trust your best interests are our sole priority.
Unlike most firms that may offer basic tax planning services, we understand the tax consequences of your various income sources, investments, and small business. With tax specialists on staff, we are able to handle even the most complex tax situations. PLUS, we take care of our clients' annual personal tax preparation.
As a true one-stop-shop, NorthAvenue is with you through every phase of the financial planning process and implementation: investment strategy, retirement, taxes, insurance, estate planning, education, cash flow, unique circumstances, and more. We make sure you always have the guidance and support needed to make the best decisions for your future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kristen Moosmiller is a NAPFA-Registered Financial AdvisorThe 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.
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Kristen Moosmiller is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kristen Moosmiller is an Enrolled Agent with the IRS (Learn More)An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Kristen Moosmiller is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Kristen Moosmiller is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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Kristen Moosmiller is Featured by The National Association of Women Business Owners (NAWBO) - Columbus, OH
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Kristen Moosmiller is Quoted on CNBC: "The best way to save for retirement may include this underused plan"
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Kristen Moosmiller is a Featured Guest on the Practical Wisdom Podcast: "Holistic Financial Planning Practice From Vision to Reality"
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Kristen Moosmiller is Featured on The Advisor Project: "Weekend Content for New Financial Planners (September 19-20, 2020)"
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Kristen Moosmiller is a Member of the Financial Planning Association of Central Ohio
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Kristen Moosmiller is a Supporter of The Women's Fund of Central Ohio
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Kristen Moosmiller is Quoted in InvestmentNews: "A Great List: 28 CFP® Professionals Named to InvestmentNews' 2016 "40 Under 40""
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Kristen Moosmiller is a Member of the NextGen Community with the FPA of Central Ohio
Contact Kristen Moosmiller
Office Locations:
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4400 N. High Street
Suite 201
Columbus, OH 43214
