Partnership Financial LLC
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country
Kristen Moosmiller joined Partnership Financial in 2014, and became managing partner in 2017. She began her financial planning career immediately after graduating from Xavier University with a degree in Finance and Marketing in 2008. In 2011 she earned her Certified Financial Planner® credential. Prior to Partnership Financial, Kristen spent six years at PDS Planning as a senior financial planner.
Kristen strongly believes that a comprehensive, tax focused, fee-only approach is the best way to help her clients. This has led to her active involvement in the Financial Planning Association (FPA), NAPFA (the national organization of fee-only advisors), and the Alliance of Comprehensive Planners. She is a two term past President of FPA of Central Ohio, and a past Pro Bono Director. While serving as Pro Bono Director the chapter was recognized by Financial Planning magazine for their work providing financial education to women at New Directions Career Center in Columbus, Ohio. Kristen served on the spring 2015 NAPFA National Conference Committee, and has also served as a panelist at several NAPFA conferences. In recognition of her contributions to the financial planning industry, Kristen was named by InvestmentNews as a 2016 40 under 40 honoree, chosen from more than 800 nominations.
Kristen and her husband Jeff reside in Westerville where she is an active member of the Rotary Club of Westerville Sunrise and currently serves as a board member and incoming Secretary of the club. She also chairs the Service to Youth Committee for the club. The committee recognizes Westerville City School employees monthly who have a tremendous impact on the development of children within the school district. Kristen is an avid traveler and has visited over 30 countries. While at home, Kristen and Jeff enjoy their cats, Mac and Bella. They do try to get out of the house as often as possible to hike, bike and kayak.
Kristen Moosmiller is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
Partnership Financial LLC is different.
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.
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
- 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.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kristen Moosmiller is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Kristen Moosmiller is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
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.
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.
Contact Kristen Moosmiller
4400 N High St
Columbus, OH 43214