Advisor at What About Us Financial
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MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services.
What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success.
MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.)
MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.
AUM: 1.2%
Flat: Negotiable Based on Services
Hourly: $450
Monthly: $150
What About Us Financial
2020 - Present (6 years)
Buckingham Financial Group, Inc.
2012 - 2020 (8 years)
Capital Investment Group, Inc.
2012 - 2020 (8 years)
CFP®
Oakwood, OH
Stage Ready Financial Planning
Since 2015, Joe has helped families align their financial resources with their retirement dreams. Prior to founding Stage Ready Financial Planning, he worked as a Financial Planner in Dayton, OH at a large financial services firm. With a past career in education, Joe is a big believer in making sure his clients have the education necessary to make great decisions about their finances. He looks forward to continuing to serve families in Ohio and beyond while combining his love for teaching and passion for financial freedom. In addition to his years of experience, Joe has earned degrees from Wright State University, the University of Houston, and an Executive Certificate in Financial Planning from Xavier University. He is also a CERTIFIED FINANCIAL PLANNER® professional, a member of the XY Planning Network, and NAPFA. Joe and his wife Kristen live in Oakwood, OH with their dachshund pups, Lily and Henry. In his free time, Joe is passionate about his family, fitness, the ocean, music, and grilling great food.
CFP®
Centerville, OH
Buckeye Wealth Partners, LLC
Buckeye Wealth Partners mission is to build lasting relationships with our clients by providing comprehensive financial planning that fosters peace of mind, enables wealth accumulation, and supports realizing our clients' financial goals. We strive to deliver objective advice and tailored strategies, guiding them towards a prosperous and fulfilling legacy. Buckeye Wealth Partners manages the finances for families and business owners. Our expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations (preparation and planning), insurance review, charitable giving, and Medicare resources. We prioritize meaningful personal relationships and provide objective, trustworthy advice. Jim attended Indiana Wesleyan University, earning his Bachelor’s in Personal Financial Planning. Jim is a retired Air Force Veteran with a passion for serving others. Clients deserve personalized solutions from professionals they know, like, and trust. Jim focuses on getting to know you and your family to understand your why. He provides a tailored approach to best meet your financial objectives. He and his team are dedicated to providing the latest technology and resources to their clients in an endeavor to create an ideal client experience.
Series 66
Bellbrook, OH
Edward Jones
Series 63, Series 65
Springboro, OH
Edward Jones
CFP®, Series 63, Series 66
Centerville, OH
Edward Jones
CFP®, Series 66
Miamisburg, OH
Edward Jones
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