Robert Reed

CFP®, PhD

Partnership Financial LLC

Financial Advisor

Robert Reed

CFP®, PhD

Partnership Financial LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Reed, CFP®, PhD

614-328-9319

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

    Robert Reed is a Columbus, OH fee-only financial planner. Partnership Financial LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Reed is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    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.

    Fee-only
    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.

    Holistic
    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
    • Insurance
    • 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.

    Personal
    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.

    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)
      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.

    • Certified Financial Planner (CFP)
      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

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    Office Locations:

    • 4400 North High Street
      Suite 201
      Columbus, OH 43214

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