Matthew Daniel

I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

Hi, I’m Brian Tegtmeyer, CFP®, a flat-fee financial advisor based in Dublin, Ohio. I specialize in tax-smart planning for new retirees who want to make the most of the first 10 years of retirement, without compromising the rest. The first years of retirement are often your healthiest and most active, but they’re also when the biggest financial decisions happen: Social Security timing, Medicare enrollment, withdrawal strategies, Roth conversions, and more. The choices you make now will shape the rest of your retirement. With over 15 years of experience as a financial advisor, I’ve dedicated my career to helping new retirees make confident, tax-smart decisions during this pivotal window. Here’s what working together looks like: *Reduce lifetime taxes with proactive Roth conversions and withdrawal planning. *Create an income you can’t outlive. *Navigate Social Security and Medicare with clarity and confidence. *Keep your plan updated as life and tax laws change. I intentionally serve a limited number of families so every client receives high-touch, personal guidance directly from me. My flat annual fee means no commissions, no hidden costs, and no percentage-of-assets charges. You’ll always know exactly what you’re paying and exactly what you’re getting. I’ve seen too many retirees look back with regret, wishing they had enjoyed their healthiest years more fully. My mission is to make sure that doesn’t happen to you. When I’m not helping clients plan their retirement, I’m likely with my wife and our three kids, cheering at gymnastics, biking, playing pickleball, or schooling my kids in a game of four square.

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

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, OH, serving retirees and busy professionals throughout the region and across the United States. The firm was intentionally structured as a solo practice so clients work directly with a seasoned professional who brings deep perspective, sound judgment, and consistency to every financial decision. Over two decades of advising through multiple market cycles has shaped a disciplined, practical approach to financial planning. Blue Advisors focuses on comprehensive planning that integrates retirement planning, investment management, tax-efficient strategies, and estate planning coordination. Advice is grounded in real-world experience, not trends or sales incentives, and is tailored to each client’s goals, complexity, and stage of life. Clients benefit from continuity and accountability that only a single-advisor firm can provide. There is no handoff to junior staff, no rotating service team, and no competing incentives. Every plan, portfolio, and recommendation is developed and monitored by the same advisor who understands the client’s full financial picture and long-term objectives. Investment strategies emphasize evidence-based principles, thoughtful portfolio construction, and risk management designed to support long-term financial independence rather than short-term market speculation. Planning is proactive and evolves as life circumstances, tax laws, and market conditions change. As a fee-only fiduciary, Blue Advisors is committed to transparency, objectivity, and acting in clients’ best interests at all times. The firm serves busy professionals, pre-retirees, and retirees who value experience, clarity, and a trusted long-term advisory relationship with a professional who has seen both calm and challenging markets—and knows how to navigate them.

Andy joined the financial services and planning industry in 1999 shortly after graduating from Villanova University. In his early career, he joined a team of like-minded professionals who traveled throughout the USA consulting and teaching financial planners about the benefits of running fee-only, fiduciary practices, and shared comprehensive planning techniques to help them become better financial planners. After years of seeing clients’ experiences enhanced through consulting to planning firms, Andy felt compelled to start helping clients directly. Starting 2009 as an independent, fee-only financial planner, he has helped hundreds of individuals, families, and businesses throughout the United States and Puerto Rico achieve their financial goals. Andy maintains the professional credentials of the Certified Financial Planner(™) and a Masters in Business Administration. He enjoys traveling, visiting other cultures and is not scared of trying new and interesting cuisine. Andy is an avid guitar enthusiast and volunteers in his church’s worship band weekly. When he isn’t developing financial planning strategies for clients, traveling, or worshiping The Lord, he loves to spend quality time with his wonderful wife, Silvia, and baby boy, Luke.