Milton Fullen

CFP®, CPA, ChFC®, CLU®, CASL®

Fullen Financial Group, Inc.

President and Senior Financial Advisor

Milton Fullen

CFP®, CPA, ChFC®, CLU®, CASL®

Fullen Financial Group, Inc.

President and Senior Financial Advisor

As a fee only planners and fiduciary advisors, we are candid in our advice, transparent in our fees and competent in our services. We embrace the principles to successfully make prudent decisions with you about your financial future. - Milton Fullen, CFP®, CPA, ChFC®, CLU®, CASL®

Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country

Milton Fullen is a Columbus, OH fee-only financial planner. Fullen Financial Group, Inc. provides comprehensive and objective financial planning, investment management and tax strategies to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Milton Fullen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Milt Fullen is a CPA and CFP® with more than 30 years of experience in the financial services industry, having spent much of that time as a financial executive at large insurance and employee benefits organizations. In 2004, Milt founded Fullen Financial Group, combining the high professional standards of the CPA profession with his extensive industry experience and expertise. Milt is a graduate of Otterbein College with a Bachelor of Arts degree in Economics, and has earned some of the most prestigious designations in the financial services industry.

Milt is a past president of the Central Ohio chapter of Financial Executives International and the Civitan Club of North Columbus. He has served on the Ohio Society of CPAs’ Personal Financial Planning Committee and their leadership council. He is also a member of the Financial Planning Association of Central Ohio and the American Institute of CPAs. He lives in Clintonville with his wife and has two grown daughters.

Milton Fullen 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.

"Clients come first" is not just a saying, it is built into the fabric of Fullen Financial's organization and guides everything we do.  Helping our clients achieve financial freedom, represented by the unique set of individual goals they might have, is how we measure our success.  In addition to Milt Fullen, the firm has Kevin Fix CPA/PFS as Senior Financial Advisor and Joseph Fullen CFP as Financial Advisor. 

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

  • National Association of Personal Financial Advisors (NAPFA)
    Milton Fullen is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Milton Fullen 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.

  • Financial Planning Association
    Milton Fullen 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.

  • CPA - Certified Public Accountant
    Milton Fullen is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • ChFC - Chartered Financial Consultant
    Milton Fullen is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • CLU - Chartered Life Underwriter
    Milton Fullen is a Chartered Life Underwriter® (CLU®)

    A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.

  • Chartered Advisor for Senior Living® (CASL®)
    Milton Fullen is a Chartered Advisor for Senior Living (CASL)

    CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.

Contact Milton Fullen

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Office Locations:

  • 3720 North High St
    Columbus, OH 43214

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