Lori Eisel
MS, CFP®, EA, CDFA®
Arcadia Financial Partners, LLC
Financial Planner and Investment Advisor
Lori Eisel
MS, CFP®, EA, CDFA®
Arcadia Financial Partners, LLC
Financial Planner and Investment Advisor
“We measure our success by the confident smile that appears during our meeting. It’s the one that says, ‘I can do this.’ And, we know she will.” - Lori Eisel, MS, CFP®, EA, CDFA®
Conflict free, fee-only, flat fee and hourly financial planning and investment advice. Located in Pickerington, OH. Serving clients locally and across the country.
Lori Eisel is a Pickerington, OH fee-only financial planner offering hourly and flat fee financial planning services. Arcadia Financial Partners provides holistic and objective financial planning and investment advice to help widows and survivors, individuals and families, and divorcees organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lori Eisel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice in her clients' best interest.
For more than 25 years, Lori Eisel has dedicated her career to helping people make good financial decisions. She holds a master's degree in Family Financial Management from The Ohio State University, where she also served many years as adjunct faculty and continues to be a frequent presenter and guest speaker.
Lori is a Certified Financial Planner™, an Enrolled Agent, and a Certified Divorce Financial Analyst®.
Lori received the Women's Choice Award® in 2018, 2019, 2020, 2021 and 2022. She was also chosen to receive the Pickerington Area Chamber of Commerce ATHENA Leadership Award in 2019.
Lori is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), Institute for Divorce Financial Analysts (IDFA), and Central Ohio Academy of Collaborative Divorce Professionals (COACDP). She has been quoted in The Wall Street Journal, Financial Planning Magazine, Wealth Management Magazine, The Columbus Dispatch, Columbus CEO, Women in Business, and served as a monthly columnist for MomStyle, a publication of Columbus Parent.
A recent widow herself, Lori is currently writing a book to help widows wade through the complex financial and legal matters that accompany the death of a life partner.
Lori Eisel 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.
Widows and Survivors
The death of a loved one often requires that important financial decisions be made when you are least prepared to do so. We can help you sort through the paperwork and make informed decisions. Military survivors, if you have received an SGLI benefit, you may be entitled to financial planning services at no cost to you.
Divorce Financial Planning
We are an important part of your team before, during, and after your divorce. If you are considering divorce, we can help you to understand the financial impact. We can also help you to engage the right team of professionals from the start. We'll walk with you through the process and help you move forward to what's next.
Individuals and Families
Whatever your financial planning needs, we can help you align your choices with your long-term goals. Some of our clients enjoy an ongoing relationship with regular meetings. Some just want a second opinion on plans they have already put into place. Others have a specific issue they would like for us to address.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Retirement Income Planning
- Investment Management
Ideal Clients
- Widows
- First Responders
- Military and Military Survivors
- Retirees and Near Retirees
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Lori Eisel 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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Lori Eisel 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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Lori Eisel is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Lori Eisel 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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Lori Eisel is an Enrolled Agent (EA) with the IRSAn 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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Lori Eisel Received the Women's Choice Award® Each Year from 2018 - 2022
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Lori Eisel is the 2019 Recipient of the ATHENA Leadership Award from the Pickerington Area Chamber of Commerce
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Lori Eisel is a Financial Professional with The Central Ohio Academy of Collaborative Divorce Professionals (COACDP)
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Lori Eisel is Quoted on FinancialAdvisorIQ: "How to Be There for Clients with Mental Illness"
Contact Lori Eisel
Office Locations:
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60 W. Columbus Street
Pickerington, OH 43147
