William Whitaker
CFP®, MSFS
Vawter Financial
Senior Financial Advisor
William Whitaker
CFP®, MSFS
Vawter Financial
Senior Financial Advisor
Why do we exist? We believe in improving the lives of those we serve. - William Whitaker, CFP®, MSFS
VF has the depth of knowledge you are looking for with the service you expect. VF is a fee-only financial planning firm located in Columbus, OH, serving clients across the country. We charge a flat fee based on your individual complexity. Come see how we can improve your life!
William Whitaker is a Columbus, OH fee-only financial planner. Vawter Financial provides comprehensive and objective wealth management including retirement planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, William Whitaker is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
William Whitaker joined Vawter Financial in 2017. Prior to joining Vawter, he spent 12 years helping high net worth individuals in a fee-only capacity. He holds a Bachelor’s of Science degree in Family Resource Management from The Ohio State University and a Master’s of Science degree in Financial Planning from the College for Financial Planning.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a National Association of Professional Financial Advisors (NAPFA) Registered Financial Advisor and serves on their mid-west regional board. William specializes in retirement planning and helping corporate employees with their benefits.
William has been quoted in the Wall Street Journal, sharing his expertise on financial transitions for families and college planning. He has given numerous presentations to local and national audiences. William teaches classes at Franklin University and serves as their transition point for planners entering the profession. He was invited by the City of Dublin to teach adult continuing education classes on financial planning.
William lives in Marysville with his wife Kristen, children Lilly and Cason, and two rescue dogs. He serves as treasurer for the Navin Elementary PTO and is on the board of the Columbus Youth Foundation. In his free time, William is earning his hot air balloon pilot’s license and is active in the ballooning community.
Vawter Financial is a Fee-Only firm based out of Columbus, Ohio that specializes in improving the lives of those we serve. We believe in using long-term retirement planning, tax planning, and individual wealth management strategies to help you be the best version of yourself possible.
We have developed a fee model that is not based on the money you have, but rather the complexity you face. Give us a call today!
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
- Fun People - No Boring People
- Retirees and Near Retirees
- Business Executives
- Small Business Owners
- Medical Professionals
Working Together
- Clearly Defined Fees
- In-Office Meetings
- Virtual Meetings
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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William Whitaker 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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William Whitaker 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.
Contact William Whitaker
Office Locations:
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1161 Bethel Road
Suite 304
Columbus, OH 43220
