Partnership Financial LLC
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country
Rob started Reed Financial Planning LLC in 2000 and merged his firm with Partnership Financial LLC in 2013. Like Jo Anne, he is a founding member of the Alliance of Comprehensive Planners. He is also a member of NAPFA (the national organization of fee-only financial planners) and the National Association of Tax Professionals.
Rob is a Fulbright scholar with a Ph.D. in cultural anthropology. He taught at the Ohio State University for many years. His interest in financial planning developed during this period as he wrestled with his own family’s finances, plus OSU’s retirement system and Ohio’s state pension plan.
Rob is the author of Your Art Is Your Business: a guide for the working artist and is a regular columnist for Professional Artist magazine. He lives in Clintonville with his wife, the author Lisa Klein. Rob and Lisa have two sons.
Robert Reed 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
Robert Reed 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.
Robert Reed 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.
Contact Robert Reed
4400 North High Street
Columbus, OH 43214