Ryan Weiser

Advisor at Weiser Financial Planning LLC

Updated today

Location

Lewis Center, OH

Credentials

CFP®, ChFC®

Industry experience

25 years

About

Weiser Financial Planning LLC is an an Independent, Fee-Only, Registered Investment Advisor in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings.

We work with busy professionals and client's in-or-near retirement specializing in income planning and taxes. Our mission is to connect your money with the things that are most important to you, so you can live your core values and maximize your full potential. We help our clients save time, save money, and make money by making wise financial decisions.

Hi I'm Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it's important to help people connect their money with the things that are most important to them.

I like to say, "money without purpose is like eating cereal without milk, it might taste ok - it's just not as satisfying."

I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience I have had the opportunity to help thousands of clients and positively impact their lives.

One of my driving motivations in building a new financial planning business was to differentiate from the Wall Street firms, banks, and insurance companies that sell proprietary products with sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of clients. As an independent RIA we are completely free to focus on our clients and what's in your best interest.

Schedule a time for a conversation > https://weiseradvisor.com/schedule

Client services

Based on Weiser Financial Planning LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning General tax planning

Demographic focus

Established Professionals Baby Boomers (Born 1946-1964)

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Fee options

AUM

0.65%-0.95%

Monthly

$500+/mo

Location

Lewis Center, OH

Most active in

Ohio

Work history

Weiser Financial Planning LLC

2017 - Present (9 years)

First Commonwealth Bank and Infinex Investments Inc.

2017 - 2017 (1 year)

State farm insurance

2008 - 2016 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

James B

CFP®

Upper Arlington, OH

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Series 65

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Active portfolio management
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Joseph F

CFP®, Series 63, Series 65

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General retirement planning Business exit / sale strategy Cash flow / budgeting
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